Release Notes

This page contains the latest updates of the Chargebee-HubSpot integration.

January 2024

• You can sync discounts from HubSpot line items into Chargebee as Manual Discounts. This improvement keeps financial reporting accurate and is configurable through a setting in HubSpot Quote-to-Cash in Chargebee.

August 2023

• Deal Close Dates are no longer updated after the deals are closed. This avoids unintended changes to commissions, revenue recognition, and reporting.

June 2023

• With this release, we have added a loader animation that will appear when settings are getting updated.
• In this release, error messages during the Chargebee to HubSpot sync are more specific. Instead of a generic error message, customers see specific error messages from the API response, so they can identify and resolve the issues. The error stack is logged in the database and Splunk, so the support team can provide detail for troubleshooting.

May 2023

• With this update, customers with common email domains can sync the records to HubSpot when the company matching criteria is set to custom field matching.

March 2023

• Users can choose between MRR and recurring revenue for the deal amount field when the update existing deal setting is selected and a new deal is created. The drop-down menu appears when no existing deal is found. The default option is MRR. Users can choose recurring revenue for the new deals.
• Users can define mapping criteria for the sync between Chargebee customers and HubSpot companies.

February 2023

• Subscription Amendments lets users edit or amend subscriptions in HubSpot. Learn more.
• With the Populate Deal Amount For Self-Serve Sync release, the deal amount will be automatically updated when a subscription is synced from Chargebee to HubSpot.
• With the Sync Subscriptions to Deals with Additional Fields Parameters enhancement, you can define the matching criteria for the record sync happening between Chargebee Subscription and HubSpot Deals.

January 2023

• The Redirect Sync feature enables you to reassign records in Chargebee to new records in HubSpot Quote-to-Cash when the original record in HubSpot Quote-to-Cash is deleted.
• Product sync failures caused by a lack of matching currency configuration in HubSpot Quote-to-Cash will now be resolved automatically once the currency is configured in HubSpot Quote-to-Cash.

November 2022

• Chargebee's HubSpot Quote-to-Cash integration now supports a maximum currency value of 90,071,992,547,409.91, which was 21,474,836.47 earlier.

October 2022

• The HubSpot Quote-to-Cash integration now allows you to sync billing address information from custom billing address fields in HubSpot to standard billing address fields in Chargebee. Learn more.

September 2022

• Using the Customer Linking option, you can select to link multiple customers in Chargebee to one company in HubSpot.

August 2022

• You can now configure e-invoices for customers who are authorized to receive them while creating subscriptions from HubSpot deals.
• The integration now allows you to create subscriptions with contract terms out of HubSpot deals.

July 2022

• The sync dashboard in Chargebee HubSpot quote-to-cash integration displays an overview of the records synced from Chargebee to HubSpot.

May 2022

• You can now select Chargebee business entities to connect to your HubSpot account. This then enables you to specify one of those business entities while creating a subscription.

April 2022

• Customers can now pay via their bank account while using the checkout link to complete their purchases.

April 2022

• You can create checkout links for non-subscription products.
• The limitation on the number of HubSpot fields per HubSpot object allowed to map as part of the additional field mapping is removed. However, the property groups from which properties are available for selection remain the same.

April 2022

• When multiple contacts are associated with a company, the integration allows you to select a primary contact while creating subscriptions.
• You can map up to 15 additional fields for syncing company and deal records in HubSpot to customer and subscription records, respectively, in Chargebee.

March 2022

How-to Videos:

• Create subscriptions automatically: Watch this video to learn how to create subscriptions from the line items within a deal.
• Create a checkout link to be shared with the customer: Watch this video to learn how to generate checkout links within a deal to share with your customers.
• Create Subscriptions via UI: Watch this video to learn how you can create subscriptions from UI.

March 2022

• The invoice card displays invoice details when a subscription is created out of a deal using the HubSpot Quote-to-Cash integration.

February 2022

As part of mapping additional fields for the company and deals, the integration now supports the following:

• When the integration syncs company records, any update to company additional field values in HubSpot replaces the customer field values in Chargebee.
• When the integration syncs deal records, any update to deal additional field values in HubSpot replaces the subscription field values in Chargebee.
• Blank values in HubSpot additional fields do not overwrite values in Chargebee.

November 2021

• The integration allows syncing Chargebee plans, addons, and charges with price points created using any pricing model to HubSpot products.

November 2021

• The integration now allows VAT Number to be synced as part of additional field mapping for customers.

November 2021

• The integration converts the country name from HubSpot to the corresponding ISO country codes and maps them to Chargebee billing addresses. For more information, see Company Synchronization.

October 2021

• Sync company records and associated contact records in HubSpot to customer records in Chargebee.
• Sync item families, items, and supported item prices in Chargebee to HubSpot as products.
• Create subscriptions in Chargebee from deals automatically.
• Create subscription checkout links from deals in HubSpot.
• Create subscriptions from UI.