Automate your Order to Billing with Chargebee and Salesforce

What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) software solution that lets you keep track of the leads generated, deals closed, and new customers acquired by your business.

Chargebee & Salesforce Integration


2 way sync

Chargebee's 2 way sync with Salesforce ensures that all recent information stays in sync with Salesforce data. All the subscription, transaction and invoice history from Salesforce is pushed to Chargebee. Your product's price catalog and other subscription related data is pushed back to Salesforce, so it's all in one place.

Leverage the power of the billing engine

While Salesforce's CRM simplifies managing your sales pipeline, Chargebee's underlying billing engine is built to take charge of your subscription scenarios & pricing models. The seamless integration thus gives you the complete flexibility to handle all your business needs related to sales and billing.

All your edge cases covered

Billing scenarios can be complex. And that doesn't have to get in the way of customer conversations. Chargebee does all your heavy lifting when it comes to intricacies about trials, proration or upgrades, so you can focus on what matters.

Chargebee's PCI compliant payment pages mean that you can request payment information from your customers, without worrying about security. And it's as easy as a click.

Be it the pricing bundles, or custom packages for a certain customer your sales team knows what works best for you. Pick and choose the pricing package at Salesforce and let Chargebee take care of everything else.

Visit Chargebee's documentation for details on setting up Salesforce with Chargebee.

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