Getting Started

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Data Operations

Reports and Analytics

Integrations

HubSpot 

Going forward, all the users of HubSpot two-way sync feature have to authenticate into Chargebee to create customers and subscriptions out of HubSpot deals. Users only need the most basic role in Chargebee. These updates are a part of our ongoing improvements around security and will go into effect on 30 June, 2021. Contact [email protected]  for more information.

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:

  • 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.
Note
  • At present, you can connect your HubSpot account with only 1 Chargebee site.

Release Notes 

03 December, 2020

  • Support for Multi-decimal Pricing: The Chargebee - HubSpot integration is now compatible with multi-decimal pricing.
  • Change in data type: The following field types will be synced as ‘Number' data type going forward. Prior to this release, these fields were synced as ‘Text'. This applies for all new HubSpot - Chargebee integrations configured after 03 December, 2020.
Fields from Contact Subscription MRR, Setup fee, Next billing amount, Total dues, Last order amount, Next order amount, and Invoice amount paid
Fields from Company Total subscription MRR, Total dues, Total invoice amount paid, and Total number of subscriptions
Fields from Deals Subscription MRR, Setup fee, Next billing amount, Total dues, and Amount

25 November, 2020

  • Updating Deal Close date: With this release, deal close date property in HubSpot gets updated. Read more on deal close date.
  • Creating deals for subscriptions in Future state: Support to create deals in HubSpot for subscriptions that are in ‘Future' state. Learn more.

30 September, 2020

  • Managing failed records during sync: With this update, the integration will attempt to sync the failed records once every day during automatic sync. Earlier, if the auto sync is scheduled to run once every hour, then the integration will attempt to sync the failed records during every scheduled synchronization. For more information, read our FAQ on how the integration handles syncing of failed records.

Read more about HubSpot releases.

Prerequisites 

  • Chargebee will not create a company 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 Automatically create and associate companies with contacts option in HubSpot.
  • 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 will be updated upon setting up this integration.

  • Contact
  • Deals
  • Company
Note

Invoices will be displayed for the Contacts, Company and Deals object as a widget in the right panel in HubSpot.

Field Mapping 

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

Contacts 

Contact Information:

Property Group HubSpot Chargebee
Contact (Contact object in HubSpot and Customer in Chargebee) 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 the "Sync rules for contacts" will show up
Chargebee Customer Information (Contact object in HubSpot and Customer in Chargebee) Chargebee customer ID Customer ID
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 

Property Group HubSpot Chargebee
Chargebee Subscription Metrics(Company object in HubSpot and Subscription module in Chargebee) Total subscription MRR Fetches the total MRR of all the active subscriptions associated with the company.
Total # of subscriptions Fetches the total number of subscriptions associated with the company.
Total dues Fetches the total dues across all subscriptions (for all customers associated with this company in Chargebee)
Total due invoices count Fetches the total due invoice count across all subscriptions for all customers associated with the company
Total invoice amount paid Fetches the total paid invoices throughout the company's history in Chargebee (Ad hoc charges and invoices not associated with the synced subscriptions are not included in this calculation)

Deals 

Property Group HubSpot Chargebee
Chargebee Subscription Information(Deal object in HubSpot and Subscription in Chargebee) Subscription ID Subscription ID
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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