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.
Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.Freshsales Integrations
Chargebee + FreshsalesCreate Lead from Freshsales from Subscription Resumption to Chargebee Read More...
Chargebee + FreshsalesUpdate Lead in Freshsales when Subscription Resumption is added to Chargebee Read More...
Chargebee + FreshsalesCreate Lead to Freshsales from New Subscription in Chargebee Read More...
Chargebee + FreshsalesUpdate Lead in Freshsales when New Subscription is created in Chargebee Read More...
It's easy to connect Chargebee + Freshsales without coding knowledge. Start creating your own business flow.
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Triggers when a customer is created.
Triggers when a new invoice is generated(with line item support).
Triggers when a payment is collected successfully.
Triggers when a subscription is created.
Triggers when a payment fails.
Triggers when a subscription is cancelled.
Triggers when a subscription is scheduled for cancellation.
Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.
Triggers when a subscription is paused.
Triggers when a paused subscription is resumed.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when a new lead is created.
Updates next billing date of a subscription.
Creates a new customer in Chargebee.
Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.
Pauses a subscription in Chargebee.
Records an offline payment for unpaid invoices.
Resumes a paused subscription in Chargebee
Updates customer details in Chargebee.
Creates a new lead.
Updates an existing lead.
Chargebee gives small and medium-sized businesses the tops they need to run their entire business from billing and accounting to cash flow management. It has a global client base of over 10,000 companies and is growing rapidly. It is backed by venture capital firms including Accel Partners (founding investor in Freshsales. and Matrix Partners (which funded Freshsales.
Freshsales is a sales software that helps companies close more deals. It keeps leads, sells more effectively, and automates sales operations. Freshsales was founded in 2014 by IIT Delhi alumni Rahul Sharma and Manish Khera and has a headcount of 300 people as of March’18. In 2017, it raised $40 million in Series B funding led by Accel Partners.
The integration will help reduce cost of doing business for SMEs by reducing the number of vendors that they need to manage. For Chargebee, Freshsales will be its first ever CRM integration, and for Freshsales, Chargebee will be the first billing provider to integrate with Freshsales. It will help create new use cases for SMEs, such as online invoicing, real time invoice status, and automated billing reminders. The integration also includes export data capabilities that will allow SMBs to refresh their data in Freshsales through Chargebee’s API. This will give SMBs access to fresher customer data which can be used for better customer intelligence and targeted marketing.
Improved Data Quality. The integration will enable Freshsales customers to directly update their customer profile information within Freshsales while also adding them into Chargebee automatically. This will ensure a higher quality of data when compared to manual data entry. Improved Customer Experience. The integration will also help improve the customer experience by enabling Freshsales users to create new customers directly from newly acquired leads and sync their existing customers from their CRM system, enabling freshsales to better understand each customer’s behavior and needs. Easy Setup. The integration will allow Freshsales users to quickly onboard their customers into Chargebee and generate an invoice at the same time, thus making it easier for them to start using Chargebee quickly. Better Reporting. The integration will give Freshsales users access to Chargebee reports for easy tracking of their account activity. Chargebee will also be able to provide more advanced reporting on invoice payments. Automated Billing Reminders. The integration will enable Freshsales users to set up automated billing reminders for their customers through Chargebee’s API without any additional coding or manual effort on the part of the user. Improved Data Accuracy. The integration will also make it much easier for Freshsales users to keep their customer records up-to-date just by updating their details in Freshsales. Customers can also import their existing customers into Chargebee via the API without having to manually enter any data. Easy Invoice Creation. The integration will enable Freshsales users to easily list bills from Chargebee’s customers in the invoice within minutes. This will facilitate easy creation of invoices for all billing events such as recurring subscription billing, one-off payment invoicing, etc.
The integration between Chargebee and Freshsales will help both of them in leveraging on each other’s strengths and expertise while building a strong ecosystem around B2B billing and accounting. It has the potential to transform the way SMBs deal with their finances by allowing them to automate their books with little effort required on their part. The benefits of this integration will also spread over into other areas where data is needed such as customer intelligence, marketing automation, etc., thus helping SMBs take a step forward towards effective decision making based on real-time data about their customers and prospects.
The process to integrate Chargebee and Freshsales 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.