Integrating Chargebee with Salesforce Using Pabbly Connect

Learn how to integrate Chargebee with Salesforce using Pabbly Connect. Follow this step-by-step guide to automate lead creation for new subscriptions. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Chargebee with Salesforce using Pabbly Connect, first, visit the Pabbly website by typing Pabbly.com in your browser. Once there, hover over the ‘Products’ section and click on ‘Connect’ to access the integration platform.

After signing in, you will see the Pabbly Connect dashboard. If you don’t have an account, you can create one within minutes. This platform allows you to automate tasks without any coding skills, making it user-friendly. Now, click on the ‘Create Workflow’ button to begin.

2. Creating a Workflow in Pabbly Connect

To create a workflow, provide a name such as ‘Chargebee to Salesforce’ and click on ‘Create’. This action opens the trigger window where you will select Chargebee as the app to send data from. using Pabbly Connect

• Choose Chargebee as the app
• Select ‘New Subscription’ as the trigger method
• Connect with Chargebee by entering required API credentials

After entering the API key and site name from your Chargebee account, you can save the configuration. This step ensures that Pabbly Connect can retrieve subscription data from Chargebee whenever a new subscription is created.

3. Creating a New Subscription in Chargebee

Once the workflow is set up, you need to create a dummy subscription in Chargebee. Navigate to your Chargebee dashboard and enter the customer details like name, email, and subscription plan. using Pabbly Connect

For example, create a subscription for a customer named Tommy Roy with the email [email protected]. After filling out the required fields, click on ‘Create Subscription’. This action will trigger Pabbly Connect to capture the subscription data.

• Input customer information such as first name, last name, and email
• Select a plan and billing cycle
• Confirm the subscription to trigger the workflow

After confirming the subscription, return to Pabbly Connect and click on ‘Save and Send Test Request’ to verify if the data has been captured successfully.

4. Syncing Data to Salesforce via Pabbly Connect

After successfully capturing the subscription data, the next step is to sync this information to Salesforce. Click on the plus button in Pabbly Connect to open the action window. using Pabbly Connect

Select Salesforce as the app and choose the ‘Create Lead’ action method. Next, connect to your Salesforce account by allowing Pabbly Connect access. This connection is crucial for transferring the captured data from Chargebee to Salesforce.

Choose ‘Create Lead’ as the action Map the fields from Chargebee to Salesforce Click ‘Save and Send Test Request’ to finalize

Ensure that all relevant fields such as name, email, and company are mapped correctly. Once the mapping is done, send a test request to create a lead in Salesforce.

5. Verifying the Integration between Chargebee and Salesforce

To confirm that the integration is working, check your Salesforce leads for the new entry created from the Chargebee subscription. Refresh the leads page in Salesforce to see if the lead information appears correctly.

For instance, if you created a lead for Tommy Roy, you should see his details such as name, email, and company listed in Salesforce. If everything is set up correctly, the integration via Pabbly Connect will allow for seamless data flow between Chargebee and Salesforce.

If you do not see the lead immediately, remember that Chargebee may take some time to process the data. However, after a few minutes, the lead should appear in Salesforce, confirming that the integration is functioning properly.

Conclusion

This tutorial demonstrated how to integrate Chargebee with Salesforce using Pabbly Connect. By following these steps, you can automate lead creation for new subscriptions, enhancing your workflow efficiency.