How do I link a HubSpot deal to a company for subscription renewals?

Related Scenarios

• How to resolve issues with subscription renewals due to missing company links in HubSpot.
• Steps to ensure a HubSpot deal is correctly linked to a company for Chargebee checkout processes.

Solution

When using HubSpot with Chargebee, each deal must be linked to a company to facilitate subscription renewals and generate checkout links. If a deal is not linked to a company, it can lead to issues in the checkout process, preventing subscription renewals.

Follow these steps to link a HubSpot deal to a company:

1. Access the HubSpot Dashboard: Log in to your HubSpot account and navigate to the Deals section.

   • Use the main navigation menu to find Sales > Deals.

2. Select the Deal: Locate the deal that needs to be linked to a company.

   • You can use the search bar to quickly find the deal by name or ID.

3. Link the Company: In the deal's detail view, find the Company section.

   • Click on Add Company if no company is linked.
   • Search for the existing company or create a new one if necessary.
   • Select the company to link it to the deal.

4. Verify the Link: Ensure that the company is now listed in the deal's details.

   • This link is crucial for Chargebee to process subscription renewals correctly.

5. Test the Checkout Process: After linking, attempt to generate a checkout link or renew the subscription to ensure the issue is resolved.

   • If problems persist, double-check the company link or consult HubSpot support.

Important Notes

• Ensure that all deals in HubSpot are consistently linked to the correct company to avoid disruptions in subscription management.
• Regularly audit your HubSpot deals to ensure all necessary links are maintained.
• If you encounter issues, verify that the company information is up-to-date and correctly entered in HubSpot.
• For more detailed integration guidance, refer to our HubSpot integration setup guide.