HubSpot Quote-to-Cash
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 gives B2B sales teams the workflows and automation to create customers, collect payment methods, and create subscriptions from a HubSpot deal. They can also view subscription information through its lifecycle from within HubSpot. The Chargebee integration with HubSpot is listed on the HubSpot Marketplace.
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.
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. During initial setup, the integration performs a verification and full batch sync of your product catalog; if a currency used in Chargebee is not configured in HubSpot, the batch sync can fail.
- When you create a subscription through the integration, the currency code for the subscription is also used to set the deal amount and its currency in HubSpot. If that currency is not enabled in HubSpot, HubSpot uses its default currency for the deal amount, which can result in the deal amount having a different currency from the subscription amount.
Connecting the integration
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In Chargebee, navigate to Apps > Go to Marketplace > Sales & CRM > HubSpot Quote To Cash.
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Click Connect and sign in to your HubSpot account.
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Grant the necessary permissions.