Going forward, all the users of HubSpot two-way sync feature have to authenticate into Chargebee to create customers and subscriptions out of HubSpot deals. Users only need the most basic role in Chargebee. These updates are a part of our ongoing improvements around security and will go into effect on 30 June, 2021. Contact [email protected] for more information.
HubSpot CRM enables you to kickstart your sales process automatically by tracking customer interactions from a variety of sources such as email, social media, and so on,. This lightweight CRM gives you the latest information on deals won and lost, appointments scheduled, and contracts.
Chargebee provides a seamless integration with HubSpot that helps you to:
03 December, 2020
| Fields from Contact | Subscription MRR, Setup fee, Next billing amount, Total dues, Last order amount, Next order amount, and Invoice amount paid |
| Fields from Company | Total subscription MRR, Total dues, Total invoice amount paid, and Total number of subscriptions |
| Fields from Deals | Subscription MRR, Setup fee, Next billing amount, Total dues, and Amount |
25 November, 2020
30 September, 2020
You can configure the Chargebee - HubSpot integration both in Chargebee's test site as well as the Live site. We recommend you to first test the synchronisation of data from Chargebee test site to a test account in HubSpot CRM.
The following objects in HubSpot CRM will be updated upon setting up this integration.
Invoices will be displayed for the Contacts, Company and Deals object as a widget in the right panel in HubSpot.
Chargebee objects are mapped to some of the standard HubSpot objects. The below tables will give you a detailed mapping relationship between objects in Chargebee and HubSpot.
Contact Information:
| Property Group | HubSpot | Chargebee |
|---|---|---|
| Contact (Contact object in HubSpot and Customer in Chargebee) | ||
| First Name | First Name | |
| Last Name | Last Name | |
| Phone number | Phone | |
| Company name | Company name | |
| Lifecycle stage | The stage that you have set up in the "Sync rules for contacts" will show up | |
| Chargebee Customer Information (Contact object in HubSpot and Customer in Chargebee) | Chargebee customer ID | Customer ID |
| Billing Address | Billing Address | |
| Billing City | Billing City | |
| Billing State | Billing State | |
| Billing Country | Billing Country | |
| Billing Zip | Billing Zip | |
| Auto collection | Auto collection | |
| PreferredCurrencyCode | Preferred Currency Code | |
| PaymentMethod Status | Payment Method Status | |
| PaymentMethod Type | Payment Method Type | |
| net_term_days | net_term_days | |
| Tax exempt status | Tax exempt status | |
| First name (billing) | First name | |
| Last name (billing) | Last name | |
| Email (billing) | ||
| Phone number (billing) | Phone number | |
| Billing State (ISO code) | Billing State | |
| Billing Country (ISO code) | Billing Country | |
| Subscription Information(Contact object in HubSpot and Subscription in Chargebee) | Subscription ID | Subscription ID |
| Subscription status | Subscription status | |
| Subscription MRR | Subscription MRR | |
| Product | Product | |
| Plan quantity | Plan quantity | |
| Setup fee | Setup fee | |
| Due invoices count | Due invoices count | |
| Remaining billing cycles | Remaining billing cycles | |
| PO number | PO number | |
| Next billing at | Next billing at | |
| Next billing amount | Next billing amount | |
| Total dues | Total dues | |
| Due since | Due since | |
| Chargebee Order Information(Contact object in HubSpot and Orders in Chargebee) | Last order date | Fetches the order date closest to, but before the current date and time. |
| Last order Amount | Fetches the order amount of the last order. | |
| Last order base component SKU | Fetches the SKU for the line item based on the last order | |
| Last order status | Fetches the status of the last order | |
| Next order date | Fetches the order that is closest to & after the current date and time | |
| Next order $ | Fetches the order amount of the next order. | |
| Next order base component SKU | Fetches the SKU for the line item based on the next order | |
| Next order status | Fetches the status of the next order |
Chargebee Order Information property group is applicable only if you are using Shipping orders.
| Property Group | HubSpot | Chargebee |
|---|---|---|
| Chargebee Subscription Metrics(Company object in HubSpot and Subscription module in Chargebee) | Total subscription MRR | Fetches the total MRR of all the active subscriptions associated with the company. |
| Total # of subscriptions | Fetches the total number of subscriptions associated with the company. | |
| Total dues | Fetches the total dues across all subscriptions (for all customers associated with this company in Chargebee) | |
| Total due invoices count | Fetches the total due invoice count across all subscriptions for all customers associated with the company | |
| Total invoice amount paid | Fetches the total paid invoices throughout the company's history in Chargebee (Ad hoc charges and invoices not associated with the synced subscriptions are not included in this calculation) |
| Property Group | HubSpot | Chargebee |
|---|---|---|
| Chargebee Subscription Information(Deal object in HubSpot and Subscription in Chargebee) | Subscription ID | Subscription ID |
| Subscription status | Subscription status | |
| Subscription MRR | Subscription MRR | |
| Product | The Base Plan associated with the subscription is | |
| Plan quantity | Plan quantity | |
| Setup fee | Setup fee | |
| Due invoices count | Due invoices count | |
| Remaining billing cycles | Remaining billing cycles | |
| PO number | PO number | |
| Next billing at | Next billing at | |
| Next billing amount | Next billing amount | |
| Total dues | Total dues | |
| Due since | Due since | |
| Deal Information(Deal object in HubSpot and Subscription in Chargebee) | Amount | The recurring total of the subscription. |
| Deal name | New Sale for [company/contact name] | |
| Deal stage | If a trial subscription syncs, an interim deal stage can be chosen. If an active subscription syncs, deal stage will be closed won. |