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Integrations

Quote-to-Cash Configuration 

Note

Early Access
The HubSpot Quote-to-Cash integration is currently in early access. Contact [email protected] to join the Early Adopter Program.

Product synchronization 

The price points for plans, addons, and charges in Chargebee are synced to products in HubSpot. See the field-mapping details for the product object to know how each field of a product in HubSpot is populated with data from Chargebee. For a given plan, addon, or charge, the price points with the same billing frequencies are synced to the same product (and hence SKU) in HubSpot. While syncing a price point, the existing HubSpot product SKUs are looked up for a match before creating a new product. The products are synced to the root product folder, and you can reorganize them as needed.

Note

Any changes made to HubSpot products are not synced back to Chargebee. It is recommended that such changes be made in Chargebee directly so that they are reflected in HubSpot on the next sync

Supported pricing models 

Supported pricing models are limited to flat fee and per unit. Any price points created in Chargebee with other pricing models (tiered, volume, and stair-step) are not synced to HubSpot products. However, these limitations are not in effect when using the Create Subscription button.

Note

Metered product catalog items with pricing models flat fee and per unit are also supported.

Supported billing frequencies 

The table below lists all the supported recurring billing frequencies  in HubSpot and the corresponding billing frequencies in Chargebee.

"Recurring billing frequency" in HubSpot Matching "Billing frequency" in Chargebee
Quarterly Every 3 months
Semi-annually Every 6 months
Every two years Every 2 years
Every three years Every 3 years
Monthly Monthly
Annually Yearly

Any price points created in Chargebee for billing frequencies not listed here (such as weekly, daily, and other custom frequencies) are not synced to HubSpot products. However, these limitations are not in effect when using the Create Subscription button.

Product sync examples 

In this section, we look at some example scenarios to understand how plans, addons, and charges are synced as products in HubSpot.

Syncing plans and addons

The table below shows a couple of price points created for a plan and an addon each in Chargebee:

  Plan/Addon ID Plan/Addon Price Point External Name Billing Frequency Price
1 additional_users Additional Users - 6 Months Every 6 months EUR 500
2 additional_users Additional Users - 6 Months Every 6 months EUR 250
3 premium_plan Premium Plan - Annually Yearly USD 599
4 premium_plan Premium Plan - Annually Yearly USD 299

The above price points are synced as HubSpot products in the following manner:

  SKU Product Name Recurring Billing Frequency Price

1

premium_plan-1-year

Premium Plan - Monthly

Annually

USD 599

2

EUR 500

3

additional_users-6-month

Additional Users - 6 Months

Semi-annually

USD 299

4

EUR 250

If a price point has changed since the last sync, the attributes of the price point overwrite the attributes of the mapped HubSpot product on the next sync. Chargebee allows for billing attributes such as the number of billing cycles (mapped to Term in HubSpot) or Price Point External Name (mapped to Product Name) to be different for different currencies. HubSpot on the other hand, for a given product, defines only one Term or Product Name, regardless of currency.

Note

As a result, it is strongly recommended that for all price points of a plan or addon in Chargebee, you keep the values of all attributes (except price) the same.

Syncing charges

The table below shows a couple of price points created for a charge in Chargebee:

  Charge ID

Charge Price Point External Name

Price
1 implementation_charge  Implementation Charge USD 100
2 implementation_charge  Implementation Charge EUR 90

The above price points are synced as HubSpot products in the following manner:

 

SKU

Product Name

Recurring billing frequency

Price

1

implementation_charge

Implementation Charge

One-time

USD 100

2

EUR 90

See also

Refer to the field-mapping referencefor the Product object to understand how each Product field in HubSpot is modified/synced.

Company synchronization 

The integration syncs company records in HubSpot to customer records in Chargebee.When a company record is synced to Chargebee for the first time, a new customer record is created in Chargebee and mapped to it. No existing customer records are checked to find a match. Once a company is synced to Chargebee as a customer record, subscriptions created from deals associated with the company are created against the same customer in Chargebee.

Note

The information flows only from HubSpot to Chargebee for the company records and never the other way around..

See also

Field-mapping for the company object to.

Configuring company synchronization 

Chargebee allows you to map up to five additional fields for syncing from company records in HubSpot to customer records in Chargebee. The steps are as follows:

  1. Click Settings > Third-party integrations.
  2. Click HubSpot (New) under the Apps connected section.
  3. On the right pane, click Manage sync preferences.
  4. Add the required fields under Map Additional Fields for Company.

Under the HubSpot Company Field dropdown list, the available options are the standard or custom properties belonging to the following property groups in the company object:

  • Sales properties
  • Company information
  • Target accounts information
  • Any other custom property group

Similarly, under the Chargebee Customer Field dropdown list, the following properties on the Chargebee customer are available for selection:

  • Auto collection
  • Net payment terms (Net-d)
  • Language/locale
  • Preferred currency
  • Any custom fields defined for the customer object.
Warning

Field Compatibility
The fields available for Chargebee are only those that are compatible with the type of property selected for HubSpot.

Contact synchronization 

Contacts in HubSpot are synced to Customer records in Chargebee. However, this is optional and only applicable to those contacts which meet the following criteria:

  • The contact is associated with a company record.
  • The contact has one or both of the following properties set to Yes:
  • Chargebee Primary Contact
  • Chargebee Billing Contact
See also

For more information on how a contact's fields affect sync behavior, read the Field Mapping reference for Contact.

Deal synchronization 

Properties of Deals and Deal Line Items in HubSpot are used to determine the attributes of Subscription records in Chargebee. Once a company is synced to Chargebee as a customer record, subscriptions created from deals associated with the company are created against the same customer in Chargebee. A number of workflows are available to create subscriptions out of deals.

Configuration 

Map Additional Fields for Deals

Chargebee allows you to map up to five additional fields for syncing from deal records in HubSpot to subscription records in Chargebee. The steps are as follows:

  1. Click Settings > Third-party integrations.
  2. Under Apps connected, click HubSpot (New).
  3. On the right pane, click Manage sync preferences.
  4. Add the required fields under Map Additional Fields for Company.

Under HubSpot Deal Field, the available options are the standard or custom properties belonging to the following property groups belonging to the deal object:

  • Deal activity
  • Deal revenue
  • Deal information
  • Analytics history
  • Any other custom property group

Similarly, under Chargebee Subscription Field, the following properties on the Chargebee subscription are available for selection:

  • Auto collection
  • Any custom fields defined for the subscription object.
Warning

Field Compatibility
The fields available for Chargebee are only those that are compatible with the type of property selected for HubSpot.

Enable ‘Create Subscription' Button

You can manually create a subscription from HubSpot when this option is selected. A ‘Create Subscription' button is available in the right pane of the HubSpot application.

See also

For more information, see Creating a Subscription.

Enabling Autosync 

The Autosync feature runs the sync job between HubSpot and Chargebee automatically every 15 minutes. You can enable it as follows:

  1. Click Settings > Third-party integrations.
  2. Under Apps connected, click HubSpot (New).
  3. Enable the toggle Autosync enabled.
    At any point in time, you can trigger a sync manually by clicking Sync Now.
Note

Error Retires
Whenever certain records fail to sync between HubSpot and Chargebee, they are automatically retried every 24 hours.You can also trigger a manual retry of these records by clicking Sync Now.

Supported data types for fields 

Additional fields can be configured for syncing from HubSpot to Chargebee. This section lists the supported data types for fields in HubSpot and Chargebee when configuring additional fields to be synced for Company or Deals.

HubSpot Data Types 

The following field data types  are supported for syncing from HubSpot:

  • Single line text
  • Dropdown select
  • Single checkbox
  • Date picker
  • Number (formatted or unformatted)

Chargebee Data Types 

The supported field data types in Chargebee depend on the data type of the corresponding field in HubSpot. The following is the complete list of field data types supported for syncing to Chargebee:

  • Single line text
  • Number
  • Dropdown
  • Checkbox
  • URL
  • Email
  • Date picker
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