Integrate Chargebee with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Chargebee and Microsoft Dynamics CRM

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About Chargebee

Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Want to explore Chargebee + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Chargebee + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Chargebee + Microsoft Dynamics CRM in easier way

It's easy to connect Chargebee + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Actions
  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Chargebee & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Chargebee as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Chargebee to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Chargebee and Microsoft Dynamics CRM

Chargebee

Chargebee is a cloud-based platform that provides users with a single place to manage subscriptions and recurring billing. With Chargebee, users can accept payments using different payment gateways and manage the subscription and billing process.

Chargebee is a great top for companies that want to use a simple and affordable spution for their recurring billing needs. Using Chargebee, users can create bills and invoices easily and quickly without spending too much time or money on those tasks.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. product from Microsoft. CRM software helps companies manage relationships with current and potential clients. The goal of CRM software is to improve the relationship between the company and its clients.

Microsoft Dynamics CRM is used by companies of all sizes and across multiple industries. With this software, users can manage internal and external data, engage customers, and gain insights into what works and what doesn’t.

Integration of Chargebee and Microsoft Dynamics CRM

  • Integration of Chargebee and Microsoft Dynamics CRM Chargebee integrates with Microsoft Dynamics CRM to make it easier for companies to manage subscriptions and billing. Users can create invoices in Chargebee and then use it to send invoices to clients in Microsoft Dynamics CRM. Companies that use both platforms can also manage their clients and subscription charges through one platform. Step 1. Create an Invoice in Chargebee. Before creating an invoice in Chargebee, you need to add your business details such as your name, address, phone number, email address, etc., in the Settings section. Once you have added your business details, you can proceed to creating an invoice in Chargebee. To do so, click New Invoice in the top-left corner of your screen. A new screen will appear with fields ready to be filled. Fill in the fields according to your needs and click Save when you are done. Step 2. Send an Invoice to Your Client in Microsoft Dynamics CRM. After creating the invoice in Chargebee, you can send an invoice to your client in Microsoft Dynamics CRM using the integration between these two platforms. To do so, go to the Invoices page in Microsoft Dynamics CRM. You will see an option called Send to Microsoft Dynamics CRM in the upper-right corner of the page. Click this option and select the Invoice Information section. Select the invoice you want to send from your list of invoices and click Send. Step 3. View Invoice Details in Microsoft Dynamics CRM. After sending the invoice from Microsoft Dynamics CRM to Chargebee, it will be available on your Billing page in Chargebee. You can view the details of the invoice here and edit them if necessary before sending them to your client. B. Benefits of Integration of Chargebee and Microsoft Dynamics CRM Users get more from their subscription costs with integrated platforms. With integrated platforms, they can save time because they don’t have to log into multiple platforms to manage their sales and billing processes. In addition, integrating your platforms makes it easier for users to access information from both platforms on a single platform. Conclusion I hope this article has been helpful! If you have any questions about integrating Chargebee with Microsoft Dynamics CRM or anything else related to our products, please leave a comment below or contact us directly via telephone or email! Thank you for reading this article on how to integrate Microsoft Dynamics CRM with Chargebee! If you enjoyed reading this post, why not share it with your friends
  • The process to integrate Chargebee and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm