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Salesforce + Chargebee Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Chargebee

Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows

Chargebee Integrations

Best ways to Integrate Salesforce + Chargebee

  • Salesforce Chargebee

    Salesforce + Chargebee

    Resume Subscription in Chargebee when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Chargebee Resume Subscription
  • Salesforce Chargebee

    Salesforce + Chargebee

    Pause Subscription in Chargebee when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Chargebee Pause Subscription
  • Salesforce Chargebee

    Salesforce + Chargebee

    Change Next Billing Date in Chargebee when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Chargebee Change Next Billing Date
  • Salesforce Chargebee

    Salesforce + Chargebee

    Record Offline Payment for an Invoice in Chargebee when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Chargebee Record Offline Payment for an Invoice
  • Salesforce Chargebee

    Salesforce + Chargebee

    Create Customer to Chargebee from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Chargebee Create Customer
  • Salesforce {{item.actionAppName}}

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Salesforce + Chargebee in easier way

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

    Triggers
  • New Account

    Triggers the moment a new account 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.

  • 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.

    Actions
  • 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.

  • 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.

How Salesforce & Chargebee Integrations Work

  1. Step 1: Choose Salesforce 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 Chargebee 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 Salesforce to Chargebee.

    (2 minutes)

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

Integration of Salesforce and Chargebee

Introduction of Salesforce and Chargebee:

Salesforce is an online Customer Relationship Management (CRM. software program. It is used to store, manage and track sales leads, contacts, accounts, opportunities, tasks, etc. This software is available in three versions such as Salesforce Classic, Salesforce Lightning and Salesforce Platform. Salesforce has a huge database for customer data with its native application and third-party integrations. With this integration of Salesforce and Chargebee, you can get the best experience while managing the business.

Chargebee is an online subscription billing software which allows merchants to offer recurring subscriptions. It offers the best features for recurring billing management. It also gives detailed reports to check your billing activity. Chargebee offers a user-friendly interface with all the required features for any subscription-based business. In this integration of Salesforce and Chargebee, all these features are available for the users to grow their businesses.

Integration of Salesforce and Chargebee:

The integration of Salesforce and Chargebee is very beneficial for businesses who rely on subscription-based services and want to keep their customers up to date with the latest updates. Integration of Salesforce and Chargebee has many benefits for businesses like:

The integration of Salesforce and Chargebee will enable users to track the recurring payments made by the customers. The integration will connect both the platforms to provide the best features for ecommerce businesses.

Users can easily create new charges by adding a billing plan from the lead or contact page. They can also update the existing charges by updating the billing plans as well as payment details manually.

Users can easily view all the recurring payments made by customers at a single place. They can also see the number of invoices created for each customer. This will help them to interact with previous customers if they have any issues with their payment details.

The integration of Salesforce and Chargebee will offer a wide range of reports about the billing history of your customers. Businesses can check their current as well as past payment information from the reports. This feature makes it easy for businesses to communicate with the customers. The integration of Salesforce and Chargebee also provides conspidated billing reports which includes summary information about all charges, invitations, invoices as well as payment histories for a particular customer.

Users can generate estimated invoices for your customers based on the billing plan selected by them. They can also send email reminders to customers after a specific period of time from when they last updated their payment details. This is a great way to engage with customers as well as enhance business growth.

Conclusion:

Integration of Salesforce and Chargebee helps you to monitor your customer’s recurring payments without any hassle. You will be able to view all their payment information from a single platform which will help you to enhance the overall business growth. Integration of Salesforce and Chargebee is also helpful in communicating with your customers directly through automated emails. In addition, it gives you simple and easy access to all your invoice details from a single platform which makes it easier for you to manage your business efficiently.

The process to integrate Salesforce and Chargebee 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.