Overview of Problem Statement
The client’s support team relied on Close CRM to handle customer communication. However, all billing, subscriptions, trials, and upgrades were managed in Chargebee.
When customers emailed support, the team could not immediately see which plan or subscription the customer was on. Instead, they had to log into Chargebee separately to look up subscription details—slowing down response times and reducing efficiency.
The client needed a way to surface Chargebee subscription and billing data directly inside Close CRM, so support agents could instantly view a customer’s plan and take immediate action.
Solution
We built an integration to sync Chargebee and Clerk.com with Close CRM, ensuring that subscription, billing, and access data were always available in real-time.
Now, when a support agent receives an email in Close CRM, they can:
- Instantly see the customer’s subscription details.
- Understand their plan, trial status, and billing history.
- Directly assist with modifications or cancellations without leaving Close CRM.
This integration eliminated context switching between platforms, enabling faster and more informed support.
Features
- Customer Sync: Chargebee customers automatically synced as contacts in Close CRM.
- Subscription Sync: Subscription events (create, update, cancel) update custom fields in Close CRM; bi-directional sync supported.
- Event Logging: Every Chargebee webhook creates a note in Close CRM with event type, JSON payload, and timestamp.
- Clerk User Sync: Clerk user details stored in Chargebee update custom properties in Close CRM.
- Serverless Architecture: AWS Lambda + SQS + Serverless Framework for scalability, reliability, and low cost.
Architecture Flow
Chargebee Webhook → SQS Queue → Lambda Function → Close CRM API
Challenges
- Data Consistency: Mapping Chargebee subscription data into Close CRM’s contact model.
- Real-Time Visibility: Ensuring support always had the latest subscription details at the time of inquiry.
- Error Handling: Retrying failed events safely without creating duplicates.
- Bi-Directional Sync: Enabling subscription edits from Close CRM without overwriting Chargebee data.
- Security & Scale: Protecting API keys, enforcing IAM roles, and supporting thousands of updates.
Results
Before
Support agents had to log into Chargebee every time a customer emailed, searching manually for subscription details. This slowed down response times, frustrated customers, and made tasks like cancellations or upgrades cumbersome.
After
With the new integration, subscription and billing details are instantly visible in Close CRM. Support agents can now see a customer’s plan in real time and handle trials, upgrades, and cancellations without ever leaving Close. This has led to faster response times, smoother workflows, and happier customers.
We can help you build a real-time integration that syncs subscriptions, billing, and customer details seamlessly.
📩 Contact us today to discuss how we can streamline your support and sales processes.
