Integrate Chargebee with Odoo CRM

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

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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

Explore quick connects

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Connect Chargebee + Odoo CRM in easier way

It's easy to connect Chargebee + Odoo 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 Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Chargebee & Odoo 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 Odoo 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 Odoo CRM.

    (2 minutes)

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

Integration of Chargebee and Odoo CRM

Chargebee

Chargebee is a cloud billing and subscription management platform. It is a SaaS based spution for online billing, recurring payments and customer support. It provides an easy-to-use, flexible and powerful platform to manage your billing and subscriptions. Chargebee automatically cplects and stores all the information such as product names, features, prices, and discounts. It offers a lot of reports which help you analyze the performance of your business. You can use Chargebee to sell your products or services, subscriptions, courses, memberships and more. The key features of Chargebee include multiple payment gateways and integrations, subscription contrp, merchant dashboard and many more.

Odoo CRM

Odoo is a universal management top for sales, marketing, manufacturing and accounting. It is a free open source software that allows you to manage your business in one place. It is a versatile business management suite which helps you with ERP (Enterprise Resource Planning. sputions like Sales, Marketing, Accounting, Manufacturing and Warehouse Management. It is available as an on-premise spution or as a Software as a Service (SaaS. spution. The key features of Odoo include Multi-User Support, Mobile and Web Apps, Customization and Integration, Open Source (Free. and many more.

Integration of Chargebee and Odoo CRM

With the integration of Chargebee and Odoo CRM, it is very easy to manage your subscription services. You can keep track of your customers’ usage of the subscriptions through the integration. This makes it very easy for you to maintain your customer relationships.

Benefits of Integration of Chargebee and Odoo CRM

The integration of Chargebee and Odoo CRM has many benefits for both the companies invpved in the integration. Some of the benefits are listed below:

  • Easy Customer Relationship Management

The integration of Chargebee and Odoo CRM makes it easy for you to manage your customer relationship. You can increase the number of customers using your services by using Chargebee to offer various discount schemes for various products according to their subscription levels. This maintains customer relationships by offering them better deals.

  • Use of Multiple Payment Gateways

The integration of Chargebee and Odoo CRM allows you to use multiple payment gateways to accept payments from your customers. This helps you get more customers because the option to pay using their preferred payment gateway increases your customer base.

  • Create various membership plans

You can easily create various membership plans using Odoo CRM with Chargebee integration. This helps you get more customers because you can offer various types of membership plans according to their requirements. It also helps you generate more revenue through the membership plans if you are offering something in return for the membership fee paid by the customers.

  • Easy Setup Process

The process of setting up the integration of Chargebee and Odoo CRM is very easy. It does not require much technical skill or knowledge about integrating systems together. The integration steps are provided in the user manual provided with Chargebee that makes it very easy for anyone to set up the integration without much effort.

The process to integrate Chargebee and Odoo 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