?>

Odoo CRM + Chargebee Integrations

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

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.

About Chargebee

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

Chargebee Integrations

Best Odoo CRM and Chargebee Integrations

  • Odoo CRM Slack

    Chargebee + Slack

    Send Chargebee subscription notifications to Slack Read More...
    When this happens...
    Odoo CRM New Subscription
     
    Then do this...
    Slack Send Channel Message
    If you’re using Slack to handle customer support, you can notify your team members directly from ChargeBee about new subscriptions. This integration will make things more organized as there will be no need to go to different platforms for the same task. Set up this ChargeBee-Slack integration and automatically send messages to Slack whenever ChargeBee new subscriptions are created on ChargeBee.
    How This Chargebee-Slack Integration Works
    • A new subscription is created on ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    Apps Involved
    • ChargeBee
    • Slack
  • Odoo CRM Google Sheets

    Chargebee + Google Sheets

    Automatically add newly created customers on ChargeBee to Google Sheets Read More...
    When this happens...
    Odoo CRM New Subscription
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to send new Chargebee subscriptions to a google spreadsheet? With this Chargebee-Google Sheets integration, you can do that. After setting this integration up, Appy Pie Connect will automatically create a new row on a specified Google Sheet with details of new subscriptions sent to Chargebee.
    How Does It Work?
    • When you add a new subscription to Chargebee
    • Appy Pie Connect creates a new row in Google Sheets for you.
    What You Require
    • Chargebee account
    • Google Sheets
  • Odoo CRM Xero

    Chargebee + Xero

    Add invoices on Xero for new successful Chargebee charges Read More...
    When this happens...
    Odoo CRM New Payment
     
    Then do this...
    Xero Create Sales Invoice
    Do you want to ensure that your invoicing is as quick as possible? Set up this integration to start your workflows as soon as you get payment on Chargebee. Every new successful charge on ChargeBee will generate a new invoice in Xero from that point forward, ensuring that you never have to slow down for paperwork.
    How This Integration Works
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect creates a new invoice in Xero
    What You Need
    • Chargebee account
    • Xero account
  • Odoo CRM Xero

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Odoo CRM + Chargebee in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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 Odoo CRM & Chargebee Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Chargebee as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Chargebee with Appy Pie Connect.

    (2 minutes)

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

Integration of Odoo CRM and Chargebee

  • Introduction:
  • I started this article with a brief introduction related to Sales and Marketing. I have explained in detail what is Odoo CRM and what is Chargebee. In my article, I have described how Odoo CRM and Chargebee can be integrated and what are the benefits of integration of Odoo CRM and Chargebee.

    Odoo is an open source ERP used for managing the sales and marketing activities. It is supported by more than 100,000 users all over the world. One of the great things about Odoo ERP is that it is cloud-based application and you can use it without investing in any hardware infrastructure. You can also install it on your own server and it will give you the same results as other online sputions. It is written in Python programming language and it runs on Linux operating system. You can read more about Odoo here. https://www.odoo.com/

    Chargebee is an online billing spution which makes it easy for businesses to bill their customers online. It supports most of the payment gateways. It automatically generates invoices and sends them via email to the customer which will save a lot of time for business owners. You can integrate your Odoo ERP with Chargebee billing software so that you can manage your entire business from one place. You can also integrate it with some other accounting or POS software which you are using in your business like QuickBooks or Magento. You can read more about Chargebee here. https://www.chargebee.com/

    Odoo CRM is an open source ERP which can help in managing your sales and marketing activities easily. It comes with a built-in app which allows you to manage the customer information and other activities related to sales and marketing. But there is a limitation of only one module which can be used with Odoo CRM application. the Sales Module. You cannot add any other module to Odoo CRM application like you can do in any other ERP sputions such as MS Dynamics NAV or SAP ERP sputions. And because of that limitation, you might not be able to manage all of your sales and marketing activities using Odoo CRM application.

    But there is one great thing about Odoo CRM application, you can integrate it with some other applications and that will help you to get rid of that limitation of Odoo ERP application. So if you want to manage all your sales and marketing activities using Odoo CRM, you should integrate it with some other applications such as chargebee billing software, QuickBooks, Magento etc. That way, you can manage your entire business from one place and that is why I think integrating Odoo CRM with chargebee will make sense for the businesses which are into sales and marketing activities.

    One of my favorite features of integrating Odoo CRM with chargebee is payment gateway support. When you integrate these two applications together, you will be able to process your payments from chargebee billing software directly into your bank account without making any third party transaction which definitely reduces your costs. Another great thing about integrating these two applications is that chargebee gives you the ability to send invoice to your customers directly through your website without redirecting them to external websites for processing payments. If you are using Odoo ERP application and want to integrate it with another billing software for processing payments then this article will give you a clear idea about how to do that. http://www.enterpriserevpution.com/how-to-integrate-odoo-crm-with-another-billing-software/

    So, now you know why integrating Odoo CRM with chargebee will make a lot of sense for the businesses which are into sales and marketing activities. Hope this article was helpful for you!

    The process to integrate Odoo CRM 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.