Chargebee + Salesforce

Create records in Salesforce for new customers in Chargebee

Maintain accurate Salesforce records by seamlessly updating customer data from Chargebee. With this setup, each time a new customer is added in Chargebee, a corresponding record is created in Salesforce. This workflow ensures your Salesforce information stays current, simplifying customer management.

Maintain accurate Salesforce records by seamlessly updating customer data from Chargebee. With this setup, each time a new customer is added in Chargebee, a corresponding record is created in Salesforce. This workflow ensures your Salesforce information stays current, simplifying customer management.

  1. When this happens...
    ChargebeeChargebee
    New Customer

    Triggers when a customer is created.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object.

    ActionWrite
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Supported triggers and actions

  • Chargebee triggers, actions, and search

    Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

    Trigger
    Instant
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  • Chargebee triggers, actions, and search

    New Invoice

    Triggers when a new invoice is generated(with line item support).

    Trigger
    Instant
    Try It
  • Chargebee triggers, actions, and search

    New Payment Method

    Triggers when a payment method is added.

    Trigger
    Instant
    Try It
  • Chargebee triggers, actions, and search

    New Payment

    Triggers when a payment is collected successfully.

    Trigger
    Instant
    Try It
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About Chargebee

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

Related categories

  • Payment Processing

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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