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Chargebee
Chargebee
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Chargebee
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Card Deleted" from Chargebee.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Chargebee and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Create Subscription
Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Record Offline Payment for an Invoice
Records an offline payment for unpaid invoices.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Update Customer
Updates customer details in Chargebee.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Chargebee and Salesforce with AI agents and code
Beyond Zap workflows. Call Chargebee and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Chargebee and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Change Next Billing Date
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Chargebee and Salesforce to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Chargebee on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Chargebee to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Chargebee + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Chargebee and Salesforce
What is Chargebee?
Chargebee is a subscription and billing management platform that helps businesses manage and automate their recurring billing processes. It streamlines subscription workflows, invoicing, payments, and accounting.
How does the integration between Chargebee and Salesforce work?
The integration between Chargebee and Salesforce connects your subscription management with your CRM system. It allows customer data, billing information, and subscription details to be synced automatically from Chargebee into Salesforce. We can trigger actions such as creating or updating records in Salesforce based on subscription events in Chargebee.
What triggers are supported with the Chargebee-Salesforce integration?
This integration supports various triggers such as 'New Subscription', 'Subscription Updated', 'Subscription Cancelled', 'Invoice Paid', and other significant events that occur in Chargebee. These triggers can initiate specific actions within Salesforce to keep your data synchronized.
Can I customize what data gets transferred between Chargebee and Salesforce?
Yes, our integration allows you to customize the specific fields of data that are mapped from Chargebee to Salesforce. This ensures that only relevant information is transferred according to your business needs.
Are there predefined actions that occur in Salesforce with this integration?
While integrating, we provide predefined actions such as creating or updating contacts, accounts, or custom objects in Salesforce when certain triggers from Chargebee are met. You can also set up custom workflows based on your organizational needs.
How secure is the integration between Chargebee and Salesforce?
Our integration solution emphasizes security by ensuring all data transferred between Chargebee and Salesforce is encrypted both in transit and at rest. We adhere to industry standards for security compliance and continuous monitoring.
What happens if there's a disruption in the sync process between platforms?
If a disruption occurs during syncing, our system attempts retries automatically to ensure data consistency. You will also be notified of any sync failures so corrective action can be taken promptly.
About Chargebee
Chargebee is a subscription management and recurring billing solution used by businesses to customize subscription billing workflows.
