Sync new Chargebee subscriptions into Salesforce CRM
The moment someone subscribes in Chargebee, their contact and matching deal appear in Salesforce with live billing details for sales and customer success.
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.
Additional information
What does this prompt do?
- Watches Chargebee for brand-new subscriptions and springs into action the instant one is created.
- Creates or updates the matching person in Salesforce, matched by email so you never end up with duplicates.
- Creates or updates a deal marked as won, filling in the amount, plan name, billing period, and renewal date straight from the subscription.
- Keeps your CRM mirroring exactly what each customer is paying for, with no manual data entry.
What do I need to use this?
- A Chargebee billing account
- A Salesforce account with permission to create and edit contacts and opportunities
- Customer email addresses in Chargebee, used to match records in Salesforce
How can I customize it?
- Change which deal stage new subscriptions land in if you would rather not mark them all as won.
- Choose which subscription details map into your deal fields, such as plan name and billing period.
- Adjust how the deal amount and renewal date are pulled from the subscription.
Frequently asked questions
How fast does the sync happen?
Will it create duplicate contacts in Salesforce?
What if the customer already exists in Salesforce?
Can I use a different deal stage instead of Closed Won?
Does this work with any Chargebee plan?
Related templates
Stop retyping billing details into your CRM.
Let every new Chargebee subscription flow straight into Salesforce, so sales and customer success always see live billing status.