Create customers in Chargify from new deal property changes in HubSpot

First, we need to connect HubSpot and Chargify to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect HubSpot to Zapier.

  Give Zapier access to your HubSpot account, using HubSpot credentials.

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  Connect Chargify to Zapier.

  Give Zapier access to your Chargify account, using Chargify credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for HubSpot

  Choose the following trigger: New Deal in Stage Deprecated (Triggers when a deal enters a specified stage.).

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  Then set up an Action for Chargify

  Choose this action: Create Customer (Creates a customer.).

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  Then set up another Action for HubSpot

  Choose this action: New Deal Property Change Deprecated (Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between HubSpot and Chargify.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create customers in Chargify from new deal property changes in HubSpot!