Why deals are being automatically closed won in Salesforce?

Scope

Why deals are being automatically closed won in Salesforce integration?

How to change the opportunity for creating a subscription in Salesforce?

How to manage sync rules in Salesforce integration?

Summary

This option automatically creates (when the opportunity is for a new subscription) or updates (when the opportunity is for an existing subscription) subscriptions in Chargebee when opportunities are 'won' in Salesforce. However, you can customize it as per your business requirements.

Solution

Step 1: Navigate from Salesforce > Click at the top-right corner > View all > Chargebee for Salesforce.

Step 2: Navigate to Chargebee settings > Sync Rules > Next > Opportunities.

You can change the settings as per your configuration and the list of stages are displayed below.

Similarly, you can also manage the stages for the subscription created from Salesforce.

Follow the steps by clicking on Next button and complete the sync by updating the Sync Rule for Opportunity. Similarly, you can also manage the stages for the subscription created from Salesforce via checkout URL.