The Pipedrive integration syncs a set of standard fields from Chargebee to Pipedrive. The details of all the mapped fields are given below, for each Pipedrive object. Whenever the data in Chargebee changes, these fields in Pipedrive are overwritten by data in the corresponding Chargebee field on every sync. There is no flow of data in the reverse direction: from Pipedrive to Chargebee.
Additional Fields
Apart from the standard fields listed below, you also have the option to sync certain additional fields from Chargebee to Pipedrive.
The table below shows the default Chargebee fields that are mapped to the Pipedrive Person object.
Pipedrive field (* indicates custom field) |
Chargebee Field | Chargebee Object |
| Name | First name and Last name. Eg. If First name is set to "Sarah" and Last name is set to "Akomolafe" in Chargebee, the Name field for the Pipedrive person would be set as "Sarah Akomolafe". | Customer |
| Customer | ||
| Phone | Phone | Customer |
| CB Customer ID* | Id | Customer |
| CB Customer MRR* | Total monthly recurring revenue for the customer | Customer |
| CB Customer CMRR* | Committed monthly recurring revenue for the customer | Customer |
| CB Customer Status* | Indicates whether the mapped customer record in Chargebee has been deleted. The possible values are:
|
Customer |
If setting 3 in the configuration is enabled, Chargebee also pushes certain customer fields to the organization object in Pipedrive. The table below shows the fields mapped.
Pipedrive field (* indicates custom field) |
Chargebee Field | Chargebee Object |
| Name | The company name of the Chargebee customer. | Customer |
| CB Status* | Indicates whether the mapped customer record in Chargebee has been deleted. The possible values are: |
Customer |
Deals in Pipedrive can also be updated with Chargebee subscription fields when the configuration is enabled. The same configuration also allows you to have one-time invoices raised for customers to be mapped to deals in Pipedrive. The field-mapping is given below.
Pipedrive field (* indicates custom field) |
Chargebee Field | Chargebee Object | Comments |
| Value | The value is set based on the configuration. |
Subscription or Invoice |
|
| CB Subscription ID* | Subscription Id | Subscription | Not synced if the deal is linked to a one-time invoice and not a subscription. |
| CB Subscription MRR* | Monthly recurring revenue for the subscription. | Subscription | Not synced if the deal is linked to a one-time invoice and not a subscription. |
| CB Invoice ID* | Invoice Id | Invoice | Not synced if the deal is linked to a subscription and not a one-time invoice. |