Sync new Chargebee subscriptions into Salesforce CRM

By General Input

The moment someone subscribes in Chargebee, their contact and matching deal appear in Salesforce with live billing details for sales and customer success.

Integrations

  • Chargebee
  • Salesforce

Type

Deterministic Code

Categories

  • Sales
  • Operations

When a new subscription is created in Chargebee, deterministically sync the customer into Salesforce so sales and customer success always see live billing status. Trigger this workflow on the Chargebee subscription_created webhook event.

Read the customer and subscription directly from the webhook payload. If you need more detail about the customer than the payload carries, call Chargebee Retrieve Customer to fetch the full record.

Upsert the person into Salesforce with Create or Update Contact (Upsert), keyed on the customer's email address so an existing contact is updated instead of duplicated. Map the customer's name, email, and company from Chargebee onto the contact.

Upsert a matching deal with Create or Update Opportunity (Upsert). Set the opportunity amount to the subscription value, set the stage to Closed Won, and set the close or renewal date from the subscription (for example the current term end or next billing date). Map the plan name and billing period into opportunity fields so the CRM mirrors exactly what the customer is paying for.

This is a straightforward field-to-field mapping from the webhook payload to the two Salesforce upserts, so build it as a deterministic code workflow with no AI reasoning. Note that Chargebee money amounts are integers in the currency's smallest unit (cents for USD), so convert to a decimal amount before writing it to the opportunity.

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