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Salesforce + Chargebee Integrations

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Connect Salesforce to Chargebee
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Salesforce + your other apps
Chargebee + your other apps
FAQ

Salesforce + Chargebee integrations

Salesforce > Chargebee

Trigger

Last triggered

Opportunity stage reached

Find customer(s)

Overview

Connect Salesforce to Chargebee in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Chargebee, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Chargebee, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Chargebee integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use Relay.app's Chargebee integration to trigger actions across your apps

Preview of Use any of these Chargebee actions in your Relay.app workflows.

Preview of Add any Chargebee action to your workflow.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Chargebee integration to trigger actions across your apps

Use any of these Chargebee actions in your Relay.app workflows.

Add any Chargebee action to your workflow.

Example Salesforce + Chargebee workflows

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Create a Salesforce record for each new Chargebee subscription

With Relay.app linking Chargebee and Salesforce, each new subscription created in Chargebee can seamlessly trigger the creation of a corresponding record in Salesforce. In this guide, we'll explore configuring Relay.app to automate the creation of new records in Salesforce for every new subscription

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Automatically find customer(s) in Chargebee for each opportunity stage reached in Salesforce

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Create record automatically in Salesforce for each subscription created in Chargebee

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Find subscription(s) automatically in Chargebee for each opportunity stage changed in Salesforce

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Find subscription(s) automatically in Chargebee for each opportunity stage reached in Salesforce

Try it

Inspirational workflows

Visit the template gallery ➔

Summarize RSS Feed

Automatic Resume Parsing

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Chargebee Actions

Customer

Find customer(s)

Subscription

Find subscription(s)

Chargebee Triggers

Subscription

add

Subscription created

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Create your own Salesforce + Chargebee integration

Select a trigger in Salesforce

Select an action in Chargebee

Create your workflow

Or automate Chargebee + Salesforce

Select a trigger in Chargebee

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect Chargebee to your other apps

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Chargebee with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or Chargebee to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Chargebee to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Chargebee?
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Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Chargebee that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Chargebee—give it a try and let us know what you think.

See why people love Relay.app

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via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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Notion Coach

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Co-Founder at Elementary

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@ZikiDoesNotion

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Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Salesforce + Chargebee integrations

Screenshots of Salesforce and Chargebee integrations in Relay.app

Example Salesforce + Chargebee workflows

Create a Salesforce record for each new Chargebee subscription

Automatically find customer(s) in Chargebee for each opportunity stage reached in Salesforce

Create record automatically in Salesforce for each subscription created in Chargebee

Find subscription(s) automatically in Chargebee for each opportunity stage changed in Salesforce

Find subscription(s) automatically in Chargebee for each opportunity stage reached in Salesforce

Inspirational workflows

Summarize RSS Feed

Automatic Resume Parsing

Create your own Salesforce + Chargebee integration

Or automate Chargebee + Salesforce

Connect Salesforce to your other apps

Or connect Chargebee to your other apps

FAQ

What is Relay.app?

How do I connect Salesforce to Chargebee with Relay.app?

Is Relay.app a Make.com alternative for connecting Salesforce to Chargebee?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?