Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.
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.Chargebee Integrations
Vtiger + ChargebeeResume Subscription in Chargebee when New Contact is created in Vtiger Read More...
Vtiger + ChargebeePause Subscription in Chargebee when New Contact is created in Vtiger Read More...
Vtiger + ChargebeeChange Next Billing Date in Chargebee when New Contact is created in Vtiger Read More...
Vtiger + ChargebeeRecord Offline Payment for an Invoice in Chargebee when New Contact is created in Vtiger Read More...
It's easy to connect Vtiger + Chargebee without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created or existing lead is updated.
Triggers when a new Case created.
Triggers when a new Contact created.
Triggers when a new Event created.
Triggers when a new Invoice is created.
Triggers when a new Lead is created.
Triggers when a new Organization created.
Triggers when a new Product created.
Triggers when a new Service created.
Triggers when a new Ticket is created.
Triggers when a new todo is created.
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.
Creates a new Case.
Create a new Event in Vtiger.
Creates a new Organization/Account/Company.
Creates a new Product in Vtiger.
Creates a new project.
Creates a new Service item in Vtiger.
Creates a new Ticket.
Create a new To do in Vtiger.
Triggers when a new contact is created or existing lead is updated.
Creates or updates lead.
Creates a new product or updates an existing product in Vtiger.
Updates an existing project in Vtiger.
Update a selected todo in vtiger.
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.
VTiger is a complete CRM software spution for small to medium businesses. It helps you manage all your business processes, handle customer relationships and grow your business.
VTiger also has a number of add-ons that help you specifically with managing your eCommerce business. For example, it has a Shopping Cart add-on that allows you to add products to the cart from the VTiger interface. When users make a purchase, the transaction is automatically recorded in VTiger.
VTiger uses the MySQL database management system. It is free for up to two users, while a single user license costs $199.
Chargebee is an online subscription billing and invoicing platform that integrates with popular eCommerce platforms like Magento, WooCommerce, Shopify, etc. It allows you to create recurring billing plans for your customers and receive payments through multiple payment gateways like Stripe, PayPal, Authorize.net, etc.
Chargebee supports credit card payments but can also be used for accepting other forms of payment such as bank transfers or checks. It integrates with accounting software like Quickbooks, Xero and Zoho Books for easy accounting integration.
Chargebee plans start at $39 per month for a basic plan and go up to $349 per month for the enterprise plan which provides advanced features for larger businesses. You can even try Chargebee for free using their 30-day free trial.
Integrating Vtiger with Chargebee is easy because they are both cloud-based SaaS platforms. To connect them, you will need to first get an API key from Chargebee and then configure it inside VTiger. In this tutorial, we will first discuss how to get an API key from Chargebee and then move on to configuring it inside VTiger.
Getting an API Key from Chargebee
The first step is obviously getting an API key from Chargebee. To do that, log in to your account and select ‘My Account’ in the top menu bar fplowed by ‘API Access’. This should take you to the screen shown below:
Click on the ‘Request Access’ button to request access to Chargebee API. This will take you to the fplowing screen:
Fill out the form with your details (you can use fake details if you want. and click ‘Submit’. This will take you to a page containing your API key and secret key as shown below:
Configuring Chargebee API Key within VTiger
Now that you have obtained a Chargebee API key, let’s configure it in VTiger. To do this, go to ‘Settings’ > ‘Integrations’ > ‘Choose Integration Type’ > ‘API Integration’ as shown below:
This will take you to the fplowing screen where you have to enter the API key and secret key you obtained from Chargebee earlier:
Note. If you want to use Chargebee as your default payment gateway for all transactions in VTiger, check the ‘Use for all transactions’ option in the above screen. If not, keep the default option ‘For new transactions only’ as shown below:
Enter an appropriate label for Chargebee so that later when you create a transaction in VTiger, you will know which gateway was used for that transaction (as shown below):
The process to integrate Vtiger 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.