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.
Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflowsChargebee Integrations
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It's easy to connect Salesforce + Chargebee without coding knowledge. Start creating your own business flow.
Triggers the moment a new account 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.
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.
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.
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.
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.
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.