New in Chargebee: Explore Reveal and understand your payment performance end-to-end.Try Now
Docschargebee docs
HomeBillingPaymentsRevRecGrowthReveal
Support

Product Updates


  • Release Notes

Getting Started


  • Overview
  • Chargebee Billing Data Centers
  • Object Relationship Model
  • Understanding Sites
  • Chargebee Tech Glossary
  • Articles and FAQ

Implementing Chargebee


  • Implementation Guide
  • Go-live Checklist
  • Articles and FAQ

AI in Chargebee


  • Chargebee Agents
  • Chargebee Copilot
  • Chargebee MCP Server (Model Context Protocol)

Developer Resources


  • Developer Resources Overview
  • Articles and FAQ

Product Catalog


  • Product Catalog Overview
  • Coupons
  • Articles and FAQ

Subscriptions


  • Working with Subscriptions
  • Billing
  • Orders
  • Articles and FAQ

Customers


  • Managing Customers
  • Account Hierarchy
  • Email Notifications
  • Branding
  • Configure Multiple Languages
  • Articles and FAQ

Entitlements


  • Entitlements Overview
  • Features Overview
  • Feature Management
  • Managing Product Entitlements
  • Subscription Entitlements
  • Customer Entitlements
  • Grandfathering Entitlements
  • Articles and FAQ

Usage Based Billing


  • Understanding Usages
  • Setting up Usage Based Billing
  • Usage Alerts
  • Metered Billing
  • Articles and FAQ

Chargebee CPQ


  • Chargebee CPQ
  • Chargebee CPQ for Salesforce
  • Chargebee CPQ for HubSpot

Invoices, Credit Notes, and Quotes


  • Invoices
  • Credit Notes
  • Quotes [Legacy]
  • Transactions
  • Articles and FAQ

Taxes


  • Overview
  • Configuring Taxes
  • Country-specific Taxes
  • Articles and FAQ

Hosted Capabilities


  • Overview
  • Hosted Checkout
  • Hosted Self-Serve Portal
  • Hosted Pages Features
  • Additional Hosted Pages
  • Payment Components
  • Pricing Table
  • Managing Payments with Chargebee.js
  • Mobile-Optimized Hosted Pages
  • Articles and FAQ

Site Configuration


  • Users & Roles
  • Custom Fields & Metadata
  • Approvals
  • Mandatory Fields
  • File Attachments & Comments
  • Advanced Filter Options
  • Multicurrency Pricing
  • Multi-decimal Support
  • Configuring Reason Codes
  • Events and Webhooks
  • API Keys
  • Time Zone
  • Time Machine
  • Transfer Configurations
  • Articles and FAQ

Multi Business Entity


  • Multi Business Entity Overview
  • Customer Transfer Overview
  • Articles and FAQ

Mobile Subscriptions


  • Overview
  • Omnichannel Subscriptions
  • Omnichannel One-Time Orders
  • Mobile Subscriptions (Legacy)

Reports and Analytics


  • RevenueStory
  • Home Dashboard
  • Frequently Asked Questions
  • FAQs for Classic Reports Sunset
  • Articles and FAQ

Integrations


  • Sales
  • Customer Support and Success
  • Finance
  • Tax
  • Marketing
  • Stitch
  • Collaboration
  • Contract Management
  • Ecommerce Management
  • Articles and FAQ

Data Privacy & Security


  • Two Factor Authentication
  • SAML Single Sign-On
  • System for Cross-Domain Identity Management (SCIM)
  • EU-GDPR
  • Consent Management
  • Personal Data Management
  • Compliance Certificates
  • HIPAA Guidelines
  • PCI Recommendations and Integration Types
  • Articles and FAQ

Data Operations


  • Bulk Operations
  • Migration
  • Articles and FAQ
  1. Billing
  2. Integrations
  3. Articles and FAQ
  4. Salesforce
  1. Billing
  2. Integrations
  3. Articles and FAQ
  4. Salesforce

How to sync additional fields from new HubSpot → Chargebee?

Problem Statement

You want to know how to sync additional fields from new hubspot → chargebee.

Summary

The new Hubspot integration let's you to configure up to 5 additional fields for each of these object pairs:

  • HubSpot company → Chargebee customer

  • HubSpot deal → Chargebee subscription

Solution

In addition to certain standard fields that are pushed from HubSpot to Chargebee when creating a customer or subscription, the integration also lets you push additional fields from HubSpot. For example, you may want to specify payment terms when creating a Chargebee customer (Net-D). The field types listed below can be mapped additionally for a given company or deal:

  • Single line text

  • Dropdown select

  • Single checkbox

  • Date picker

  • Number (formatted or unformatted)

Likewise, on the Chargebee side:

  • Single line text

  • Number

  • Dropdown

  • Checkbox

  • URL

  • Email

  • Date picker

The HubSpot integration settings page in Chargebee lets you select these field types for sync:

image
image

Note: 
I. We have sunset the Hubspot legacy integration on March 3, 2023 which will not be available on the Marketplace. 
II. We have migrated from Hubspot legacy to Hubspot Quote to Cash (Q2C) integration, with the release of self-serve flows for customer and subscription sync from Chargebee to Hubspot which also have all features that was on the legacy integration. III.  This migration will not impact the existing users and they will continue to use the integration normally as before. Reach out to us from here to know more.

Related Articles

Why deals are being automatically closed won in Salesforce?
Salesforce - Subscription ID not being passed to the opportunity page
Is it possible for Salesforce to use read-only API key for syncronization?
Contract terms are enabled in Chargebee but they are not visible on CB subscription - Salesforce
How to create/update subscription using Salesforce Flow Builder?
How can I add CB quotes as a tab in Salesforce?
Subscription creation on renewal opportunity
'Sync Rule for Opportunities in Salesforce: Allow Chargebee to update the opportunity products in Salesforce with subscription''s products in Chargebee setting'
Salesforce- populate Customer.Billing_Address.Company
Business Entity is not showing up for selection in Chargebee Settings of Salesforce
Salesforce plugin for Chargebee - Installation Guide
Salesforce plugin for Chargebee - User Guide
What data is synchronized from Chargebee to MailChimp?
What is SKU Level Commission?
What does Chargebee + Moxtra do?
Are refunds passed back to Refersion when they take place in Chargebee?
Where can I find documentation about Chargebee Zapier integration?
Setting up the integration in Refersion
Will Chargebee create duplicate records in Intercom?
How to integrate Zendesk with Chargebee?
How to integrate ActiveCampaign with Chargebee?
What are the prerequisites for Salesforce integration?
Salesforce Error - Chargebee site linked with the account is different from Pricebook’s Chargebee site
Connection Error for Salesforce - Invalid domain error
What are the prerequisites for address validation in Avalara integration?
Why sales tax is still being charged in spite of Customer Tax Exemption using Avalara integration?
Hubspot - Customer not synced error
HubSpot Company → Chargebee Customer - New hubspot integration
Integrating Chargebee with Tapfiliate
"Access Denied: OP_UPSERT on chargebeeapps__CB_Subscription__c" - Salesforce error
Enabling Avalara as your Mode of Tax Calculation for EU region

Show more

Was this article helpful?