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 more. 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.

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 synchronization 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

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)

  <td>Last order date</td>
  <td>
    Fetches the order date closest to, but before the current date and time.
  </td>
</tr>
<tr>
  <td>Last order Amount</td>
  <td>Fetches the order amount of the last order.</td>
</tr>
<tr>
  <td>Last order base component SKU</td>
  <td>Fetches the SKU for the line item based on the last order</td>
</tr>
<tr>
  <td>Last order status</td>
  <td>Fetches the status of the last order</td>
</tr>
<tr>
  <td>Next order date</td>
  <td>
    Fetches the order that is closest to &amp; after the current date and
    time
  </td>
</tr>
<tr>
  <td>Next order $</td>
  <td>Fetches the order amount of the next order.</td>
</tr>
<tr>
  <td>Next order base component SKU</td>
  <td>Fetches the SKU for the line item based on the next order</td>
</tr>
<tr>
  <td>Next order status</td>
  <td>Fetches the status of the next order</td>
</tr>

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

<tr>
  <td rowspan="3">
    Deal Information
    <I>(Deal object in HubSpot and Subscription in Chargebee)</I>
  </td>
  <td>Amount</td>
  <td>The recurring total of the subscription.</td>
</tr>
<tr>
  <td>Deal name</td>
  <td>New Sale for [company/contact name]</td>
</tr>
<tr>
  <td>Deal stage</td>
  <td>
    If a trial subscription syncs, an interim deal stage can be chosen. If
    an active subscription syncs, deal stage will be closed won.
  </td>
</tr>