Integrate Chargebee with Salesforce

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

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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 Salesforce

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.

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

Explore quick connects

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Connect Chargebee + Salesforce in easier way

It's easy to connect Chargebee + Salesforce 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 the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Chargebee & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Chargebee and Salesforce

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 platform. 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.

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