What are the types of subscription amendments available with HubSpot Q2C integration?

Scope

What is new in Chargebee Actions in HubSpot Q2C?

How to create a subscription on Hubspot using iFrame?

How to create a subscription via Automation in Hubspot?

Summary

Subscription amendments are available in manual and automated actions for Chargebee within HubSpot. We have migrated from Hubspot legacy to Hubspot Quote-to-cash, and we have a new feature, where you can amend or edit a subscription within HubSpot directly. For subscription amendments in HubSpot, the following is possible:

1. Automation (Upsells only): Using HubSpot fields. Once the deal is created, navigate to Hubspot > Select the deal > Chargebee Automation trigger > Create/Edit Subscription.
2. iFrame (Upsells and Downsells): Using the Chargebee iFrame inside HubSpot. Once the deal is created, navigate to Hubspot > Select the deal > Chargebee Automation trigger > Create Checkout link.

Prerequisites

In order to inform the integration that the new deal in HubSpot is created for an amendment case and not for creating a new subscription case, you need to

I) Set the deal type to "existing business"

II) Associate the correct Company with the deal

III) Add Subscription ID to the Chargebee subscription ID custom field in HubSpot

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. For more information reach out to us here.

Solution

via Automation Since HubSpot does not support negative values in line items, you cannot create downsells directly using the automation flow but upsells are supported. Once the deal is created, navigate to Hubspot > Select the deal > Chargebee Automation trigger > Create/Edit Subscription.

Step 1: Once you have integrated Chargebee with Hubspot Quote-to-Cash Configuration, we have to check if you have adhered to the Preliminary steps before creating subscriptions.

Step 2: In order to inform the integration that the new deal in HubSpot is created for an amendment case and not for creating a new subscription case, follow the steps below.

I) Select the options listed below:

 **A. Deal type** as **Existing Business**

 **B. Chargebee Automation Trigger** as **Create/Edit Subscription** and click '**Save**'.

II) Now make sure you have selected the respective Company, refer to this link for more information.

III) Copy the Subscription ID from Chargebee and paste it under Chargebee Subscription ID & Chargebee External ID under deals on the left panel in Hubspot.

Step 3: Then refresh the page, and you will find an additional button 'Actions > Edit Subscription' available on the right pane of the deal page.

Step 4: Now, you can click on 'Add' under Line Items available on the right pane of the deal page to edit a subscription.

Then select 'Create Custom line item' to select the add-ons from the respective Product Family.

Now choose the list of addon line items and click on Add.

Then click on Update deal amount.

Click 'Create quote' to add the line items to update the deal.

Once the deal status is Success for the line item added, you will see the new line item added in Hubspot and Chargebee.

The added line item in Hubspot

The added line item in Chargebee.

For automation case, Subscription ID is mandatory.

Via iFrame

To update a subscription using iFrame, select the Chargebee Automation trigger to Create Checkout link. Here you will interact with Chargebee directly and be able to do anything allowed in Chargebee. In addition, you can create checkout links too.

Step 1: Once you have integrated Chargebee with Hubspot Quote-to-Cash Configuration, we have to check if we have

adhered to the Preliminary steps before creating subscriptions.

Step 2: In order to inform the integration that the new deal in HubSpot is created for an amendment case and not for creating a new subscription case, you need to

I) Select the options listed below:

A. Deal type as Existing Business

B. Chargebee Automation Trigger as Create checkout link and click 'Save'.

Then refresh the page, and you will find an additional button 'Actions' available on the right pane of the deal page.

II) Now make sure you have selected the respective Company name, refer to this link for more information.

Step 3: Then refresh the page, and you will find an additional button 'Actions > Edit Subscription' available on the right pane of the deal page to create a subscription.

Step 4: To access Chargebee iFrame, you need to enter the Access Key, enter, and click Proceed.

Then, you will see all the active subscriptions associated with the respective Company. If you have multiple subscriptions for a company, all of them will be listed on this page.

By selecting the specific subscription and by clicking on Proceed, you will be directed to the similar Chargebee edit subscription page. In this section, you can Upsell (Upgrade) or Downsell (Downgrade) the plan also add Recurring Addon, add Charge, add Coupon, Coupon code & Manual discount.

Eventually, you can also change the Billing Cycle, Subscription option & Invoicing option. Once edited, you can click Update to update the items within Hubspot deals or click Get Checkout Link to share the checkout link with the customers.

For iFrame (manual) method, subscription is not mandatory but helpful. If a Subscription ID is not given, then the integration lists down all the subscriptions associated to the company in the iFrame and will let you select which subscription needs to be edited

List of scenarios covered in the automation

**Updates to line items**

• support quantity update for one item

• support quantity updates for multiple items

  Qunatity can be added only if it is a per unit plan or per unit add-on, other than these pricing models, subscription quantity cannot be updated. It will display appropriate notification error.

Adding new line items

• support the addition of new addon/charges

Replacing existing plans and/or adding new things to line items

• support replace of plan
• support replace of plan & add new addon/charges

Replace plans / update existing quantity

• support replace of plan & update the quantity for existing addons/charges

Manual discounting (overrides)

• support manual discount for the replaced plan or new addon/charges - these discounts will be applicable at that specific line items only

Interaction with dates

• support start date amendment on a plan for future subscriptions only

• support subscription change schedules on the same date for single or multiple new items

• support subscription change schedules on the same date for single or multiple existing items as long as there is a quantity(and discount) update - extra qty alone will be active on that said future date.

  Subscription amendments is possible only on the new deals.

  Edits made in Chargebee WILL NOT create new deals in HubSpot.