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.
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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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 the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Chargebee is a membership management platform for subscriptions. It is free to use, and it integrates with Salesforce. Chargebee offers a variety of features, including:
It provides integration with Salesforce.
It comes with a dashboard that makes it easy to track payments.
It can be used for accepting payments through credit cards, debit cards, bank transfers and more.
It features an invoice generation top.
Salesforce is a customer relationship management (CRM. software. It is used by companies to manage their sales, marketing, service and support activities. Salesforce has many different features, and it can be used for a variety of purposes, including:
Service and Support
Salesforce is also integrated with Chargebee. To do this integration, Chargebee uses the Force.com platform. Force.com is a cloud-based platform that allows the integration of different applications. It is used by Chargebee to provide users with easy access to the data in Salesforce from the Chargebee dashboard.
As stated earlier, Chargebee integrates with Salesforce. This integration allows it to take advantage of the cloud-based platform that Salesforce offers. Using this platform, Chargebee is able to offer the fplowing features:
Invoicing and accounting. The Chargebee dashboard allows users to create invoices and track their accounts receivables from Salesforce. This is done by synchronizing data between Chargebee and Salesforce. By using Salesforce as the central point of data exchange, Chargebee is able to provide its users with an accurate overview of when they will receive payment from customers, and what that payment will look like. This information makes it easier for users to forecast their income and expenses. Flexibility. Many users dislike being tied down by software contracts. For this reason, they are interested in software that is flexible enough to meet their needs without limiting them in any way. Many software packages do not offer such flexibility. A subscription management platform like Chargebee does. With Chargebee, business owners can create custom pricing plans for their customers. In addition, businesses can customize the billing periods and billing frequencies offered by Chargebee in order to suit their needs perfectly. Integration with other platforms. Another thing that many business owners look for in a subscription management platform is integration with other platforms. This feature enables businesses to benefit from all the features offered by these platforms without having to use them individually. For example, users can manage their inventory lists by connecting Chargebee with Google Sheets or Wave Apps. Users can also sync data between Chargebee and social media platforms like Facebook and Twitter by integrating Chargebee with Appy Pie Connect. They can even sync data between Chargebee and Shopify if they want to accept online payments through Chargebee on their Shopify store. Scalability. Businesses need software that will grow with them over time as their customer base expands and their business grows in size and complexity. For this reason, they want software that will work well regardless of how much activity they have at any given time. This is where Chargebee shines. Unlike some software offerings, Chargebee is highly scalable because it can integrate with other software tops to handle more complex tasks without requiring users to integrate multiple software packages into one platform.
The process to integrate Chargebee and Salesforce 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.