Assign DesignDiverso Automata CRM tasks and create new deals for salespeople to follow up according to new Chargebee trials
Set Up Chargebee Webhooks:
- Log in to your Chargebee account and navigate to “Settings” -> “Configure Chargebee” -> “Webhooks & API.”
- Create a new webhook by clicking on the “Add Webhook Endpoint” button.
- Configure the webhook endpoint URL to point to your DesignDiverso Automata instance, ensuring that it is accessible and can receive incoming requests.
- Select the Chargebee events that you want to trigger the webhook, such as new trial subscriptions or subscription upgrades.
Set Up Webhook in Mautic:
- Log in to your DesignDiverso Automata instance and navigate to “Configuration” -> “Webhooks” or “API Credentials” depending on your version.
- Create a new webhook with a name that identifies the Chargebee integration.
- Set the URL to the Chargebee webhook endpoint URL you obtained in the previous step.
- Configure the events that should trigger the webhook, such as new trial subscriptions or subscription upgrades.
Process Chargebee Webhook Data in DesignDiverso Automata:
- Within the DesignDiverso Automata webhook endpoint, process the incoming data from Chargebee’s webhook and extract relevant information, such as trial subscription details and customer information.
- Identify the salespeople or teams responsible for following up with new trials and define the criteria for assigning tasks and creating deals.
Create CRM Tasks in DesignDiverso Automata:
- Navigate to “CRM” -> “Tasks” in DesignDiverso Automata and create new tasks that need to be completed by the salespeople for following up with new trials.
- Set the task details, such as the task description, due date, and assignee, based on your sales process and requirements.
- Use DesignDiverso Automata’s token functionality to personalize the task details with the extracted Chargebee trial information.
Create Deals in DesignDiverso Automata:
- Navigate to “CRM” -> “Deals” in Mautic and create new deals to track the progress of the sales process with the new trials.
- Set the deal details, such as the deal name, stage, amount, and assigned salesperson, based on your sales pipeline and requirements.
- Utilize DesignDiverso Automata’s token functionality to personalize the deal details with the extracted Chargebee trial information.
Automate Task and Deal Creation:
- Set up an automation workflow in DesignDiverso Automata to automatically create CRM tasks and deals based on the Chargebee webhook events for new trials.
- Configure the workflow to extract the relevant trial information from the webhook data and assign tasks and create deals accordingly.
Test the Integration:
- In Chargebee, create new trial subscriptions or upgrade existing subscriptions to trigger the webhook.
- Monitor the DesignDiverso Automata webhook endpoint to ensure that it receives the incoming data and processes it correctly.
- Verify that CRM tasks and deals are created in DesignDiverso Automata based on the new Chargebee trials.
- Ensure that the Chargebee webhook endpoint URL in DesignDiverso Automata matches the URL configured in Chargebee.
- Handle authentication and security measures when setting up the webhook connection between Chargebee and DesignDiverso Automata.
- Validate and sanitize the incoming webhook data in DesignDiverso Automata to prevent any potential issues or security vulnerabilities.
- Utilize DesignDiverso Automata’s token functionality to personalize the CRM tasks and deal details with the extracted Chargebee trial information.
- Regularly monitor the webhook integration and workflow execution to ensure they are working as expected.
- Consider implementing error handling and logging within the DesignDiverso Automata webhook endpoint to track any failures or unexpected behavior.
- Familiarize yourself with the Chargebee and DesignDiverso Automata documentation to understand the available webhook events and data structures.
- Test the webhook integration and task/deal creation process with various scenarios to ensure accuracy and reliability.
- Communicate with your sales team to understand their requirements and preferences for task and deal management in DesignDiverso Automata.
- Customize the task and deal fields in DesignDiverso Automata to align with your sales process and capture the necessary information.
- Set up notifications or reminders for salespeople to ensure they are aware of new tasks and deals assigned to them.
- Continuously review and update your automation workflows to accommodate any changes in your sales process or Chargebee integration.
- Regularly review and analyze the performance of the tasks and deals created through DesignDiverso Automata to optimize your sales efforts.
- Train your sales team on how to effectively use DesignDiverso Automata’s CRM features, including task management and deal tracking.
- Document the workflow and processes involved in the integration to ensure consistency and facilitate future troubleshooting or improvements.
By following these steps and tips, you can effectively assign DesignDiverso Automata CRM tasks and create new deals for salespeople to follow up with new Chargebee trials, streamlining your sales process and improving efficiency in managing customer trials.