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Integrations

HubSpot 

HubSpot CRM enables you to kickstart your sales process automatically by tracking customer interactions from a variety of sources such as email, social media, and so on,. This lightweight CRM gives you the latest information on deals won and lost, appointments scheduled, and contracts.

Chargebee provides a seamless integration with HubSpot that helps you to:

  • Connect up to five Chargebee sites with HubSpot.
  • Sync subscription and customer information in Chargebee with HubSpot CRM.
  • Create deals in HubSpot when a subscription is created in Chargebee.
  • Create contacts and subscriptions in Chargebee from HubSpot.

Release Notes
The chronology of features added to the HubSpot integration are listed in the release notes.

Prerequisites 

  • Chargebee does not create companies in HubSpot CRM. HubSpot provides a setting that automatically populates the contact's associated company either from the domain name or email address. It is recommended that you enable the setting.
  • Ensure that you configure the same set of currencies in Chargebee and HubSpot. This is necessary because the deal amount in HubSpot is updated based on the currency configured for the corresponding subscription. In case the currency set for a subscription is not configured in HubSpot, the deal amount is updated as per the subscription but the currency displayed is the base currency.
    Example: The subscription amount is CAD 25. If you have not configured CAD as a currency in HubSpot, then the deal amount is updated with your base currency - USD 25 (assuming USD is your base currency.)

Types of Account 

You can configure the Chargebee - HubSpot integration both in Chargebee's test site as well as the Live site. We recommend you to first test the synchronisation of data from Chargebee test site to a test account in HubSpot CRM.

Object Mapping 

The following objects in HubSpot CRM are updated upon setting up this integration.

  • Contact
  • Deals
  • Company
Note

In addition to syncing information from Chargebee to HubSpot, the integration also allows customer and subscription records in Chargebee to be created from within HubSpot.

Field Mapping 

Chargebee objects are mapped to some standard HubSpot objects. The below tables will give you a detailed mapping relationship between objects in Chargebee and HubSpot.

Contacts 

The table below shows how properties in the contact object in HubSpot are mapped to fields in Chargebee:

HubSpot Property Group HubSpot Property Chargebee Field
Contact information Email Email
First Name First Name
Last Name Last Name
Phone number Phone
Company name Company name
Lifecycle stage The stage that you have set up in Sync rules for contacts.
Chargebee customer info Chargebee customer ID Customer ID
Chargebee Site Name The subdomain name of the Chargebee site to which the customer belongs. For example, if your site is https://acmecompany.chargebee.com then this property will have the value acmecompany.
Billing Address Billing Address
Billing City Billing City
Billing State Billing State
Billing Country Billing Country
Billing Zip Billing Zip
Auto collection Auto collection
PreferredCurrencyCode Preferred Currency Code
PaymentMethod Status Payment Method Status
PaymentMethod Type Payment Method Type
net_term_days net_term_days
Tax exempt status Tax exempt status
First name (billing) First name
Last name (billing) Last name
Email (billing) Email
Phone number (billing) Phone number
Billing State (ISO code) Billing State
Billing Country (ISO code) Billing Country
Subscription Information(Contact object in HubSpot and Subscription in Chargebee) Subscription ID Subscription ID
Subscription status Subscription status
Subscription MRR Subscription MRR
Product Product
Plan quantity Plan quantity
Setup fee Setup fee
Due invoices count Due invoices count
Remaining billing cycles Remaining billing cycles
PO number PO number
Next billing at Next billing at
Next billing amount Next billing amount
Total dues Total dues
Due since Due since
Chargebee Order Information(Contact object in HubSpot and Orders in Chargebee) Last order date Fetches the order date closest to, but before the current date and time.
Last order Amount Fetches the order amount of the last order.
Last order base component SKU Fetches the SKU for the line item based on the last order
Last order status Fetches the status of the last order
Next order date Fetches the order that is closest to & after the current date and time
Next order $ Fetches the order amount of the next order.
Next order base component SKU Fetches the SKU for the line item based on the next order
Next order status Fetches the status of the next order
Note

Chargebee Order Information property group is applicable only if you are using Shipping orders.

Company 

The company object  has some custom properties synced from Chargebee. However, they're a legacy feature and it is recommended that they no longer be used to derive any useful information for company records.

Deals 

HubSpot Property Group HubSpot Property Chargebee Field
Chargebee subscription information Subscription ID Subscription ID
Chargebee site name The subdomain name of the Chargebee site to which the customer belongs. For example, if your site is https://acmecompany.chargebee.com then this property will have the value acmecompany.
Subscription status Subscription status
Subscription MRR Subscription MRR
Product The Base Plan associated with the subscription is
Plan quantity Plan quantity
Setup fee Setup fee
Due invoices count Due invoices count
Remaining billing cycles Remaining billing cycles
PO number PO number
Next billing at Next billing at
Next billing amount Next billing amount
Total dues Total dues
Due since Due since
Deal Information(Deal object in HubSpot and Subscription in Chargebee) Amount The recurring total of the subscription.
Deal name New Sale for [company/contact name]
Deal stage If a trial subscription syncs, an interim deal stage can be chosen. If an active subscription syncs, deal stage will be closed won.
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