How to automatically create contacts in Apollo for each new subscription created in Chargebee

Relay.app is an automation tool that lets you automate actions across Apollo, Chargebee, and many other apps. In this guide, we'll show you how to automatically create contact in Apollo for each subscription created in Chargebee using Relay.app.
Chargebee logoChargebee > Apollo
Trigger
Last triggered
Chargebee logoSubscription created
Apollo logoCreate contact
1

Set the Chargebee trigger as “Subscription created”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Chargebee trigger to initiate your playbook's actions when subscriptions are created. Click "Add trigger" in your playbook and choose "Subscription created" from the dropdown menu under Chargebee. This will allow your playbook to automatically identify newly created subscriptions and trigger necessary actions.

If you still need to connect your Chargebee account to Relay.app yet, a prompt will guide you through the process.

2

Add the "Create contact" step in Apollo

Integrate the Apollo automation into your playbook to ensure the prompt creation of contacts in Apollo for each new subscription created in Chargebee.

Click the "Add step" button, then locate the "Create contact" automation for Apollo and input the mandatory and relevant details.

If your Apollo account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Apollo account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically create contacts in Apollo for each new subscription created in Chargebee without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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