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HubSpot Quote-to-Cash

Note:

The Quote-to-Cash integration requires HubSpot's Sales Hub Professional edition or higher.

View all releases for HubSpot Quote-to-Cash.

Overview

The HubSpot Quote-to-Cash integration with Chargebee empowers your B2B sales teams by providing the workflows and the automation necessary to effortlessly create customers, collect payment methods, and create subscriptions from a HubSpot deal. Additionally, they can view relevant subscription information through its lifecycle from within HubSpot. All this is achieved without having to leave HubSpot. Please find the Chargebee integration with HubSpot on the HubSpot Marketplace.

Warning

Connecting multiple sites Connecting multiple Chargebee sites to the same HubSpot instance is only supported when all the sites are connected via the same version of the Chargebee-HubSpot integration. Up to five Chargebee sites can be connected to a Hubspot instance.

Object Mapping

The diagram below shows the relationship between objects in HubSpot and Chargebee when using this integration. The arrows indicate the direction of data flow.

Note:

The Company-Customer mapping is primary. Contact, Deal, and Deal Line Item objects are mapped to Customer and Subscription objects in Chargebee based on the Company-Customer relationship.

Getting Started

Prerequisites

All the currencies used for price point configuration in Chargebee must be enabled in HubSpot before you connect the integration.

Connecting the integration

  1. In Chargebee, navigate to Apps > Go to Marketplace > Sales & CRM > HubSpot Quote To Cash.

  2. Click Connect and sign in to your HubSpot account.

  3. Grant the necessary permissions.

Articles & FAQs

How to Run Retry or Redirect Sync in Hubspot Q2C?

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