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  6. HubSpot

How to resolve Chargebee card issues in HubSpot after merging companies

Problem Statement

When two companies are merged in HubSpot, the Chargebee Customer card (from the Quote to Cash with Chargebee integration) may stop displaying customer information. Instead, you see:

This Company isn't linked to a Chargebee Customer.

This occurs even when the Chargebee Customer ID is still populated in the merged company record. The integration card no longer recognizes the link to Chargebee.

Company not linked to Chargebee Customer message

Solution

This behavior is expected due to how HubSpot handles company merges:

  • When companies are merged, HubSpot creates a new company record.
  • The source companies are consolidated into a new entity.
  • The existing Chargebee–HubSpot link breaks, even though the Customer ID property still appears.

To restore the link, you must re-sync the customer in Chargebee.

Configuration steps

Step 1: Open the HubSpot integration in Chargebee

  1. Go to Chargebee > Apps > HubSpot Integration.

Step 2: Locate the customer in Sync logs

  1. Select the Sync Logs tab.

  2. Search for the relevant Chargebee Customer ID.

Step 3: Re-trigger the sync

  1. Click Redirect Sync for that customer.

  2. Wait for the sync to complete.

Step 4: Verify in HubSpot

  1. Open the merged HubSpot company record.

  2. The Chargebee Customer card should now display correctly and link to the Chargebee customer.

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