HubSpot CRM allows you to kickstart your sales process automatically by tracking customer interactions from a variety of sources such as email, social media, etc,. This lightweight CRM gives you up to date information on the deals won and lost, appointments scheduled, and contracts sent over. Chargebee provides a seamless one way integration with HubSpot where the Subscription information in Chargebee is passed on to HubSpot CRM.
Release notes
6 May, 2020
27 April, 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 because you cannot roll back the changes.
The following objects in HubSpot CRM will be updated upon setting up this integration.
Invoices will be displayed against the Contacts, Company and Deals object in HubSpot via CRM Extensions API.
Chargebee objects are mapped to some of the standard HubSpot objects. The below tables will give you a detail mapping relationship between objects in Chargebee and HubSpot.
Contact Information:
| HubSpot | 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:
| HubSpot | 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 |
Subscription Information:
| HubSpot | 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:
| HubSpot | 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 Subscription Metrics:
| HubSpot | 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) |
Chargebee Subscription Information:
| HubSpot | 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 |
Step 1: Contact [email protected] if you wish to get this integration enabled for your site
Step 2: Select Settings > Third Party Integrations > HubSpot
Step 3: Click the Connect button and login to your HubSpot account.
Step 4: Grant the necessary permissions.
Sync Rules for Contacts
You can choose how the customer data in Chargebee should be pushed into HubSpot. Click Proceed once you select the necessary settings.
| Setting | Available Options |
|---|---|
| Choose customers you'd like to sync | a) Customers with Active Subscriptions b) All customers |
| Choose what happens when a customer in Chargebee does not have a matching contact in HubSpot | a) Create Contact b) Do Nothing: No customer data will be updated in HubSpot |
| Choose what happens when a customer in Chargebee has a matching contact in HubSpot | a) Override the fields (overrides all the existing fields in HubSpot) b) Update empty HubSpot fields (Updates only the empty properties (fields) in HubSpot) |
| Choose the Lifecycle Stage in HubSpot you'd like to create/update the contact in, when the Chargebee customer - Has no subscription - Has an In-Trial subscription - Has an Active subscription - Has a Canceled subscription |
The stages in HubSpot will appear under each drop down. Assign a stage for each setting. You can also assign the same stage for multiple settings. |
Sync Rules for Deals
You can choose how you'd like to handle deals in HubSpot whenever a subscription is created in Chargebee. Click Proceed once you select the necessary settings.
The Deals by default are updated only in HubSpot's sales pipeline. Updating Deals in a separate pipeline is currently being worked upon. If you are interested in the feature, let us know (mailto_support), and we will notify you on release.
| Setting | Available Options |
|---|---|
| When a subscription is created in Chargebee | a) Create a deal: On selecting this option, Chargebee will prompt you to configure the following setting. Choose the deal stage in HubSpot you'd like to create this deal in. Select the stage from the drop down. b) Update Existing deal: On selecting this option, Chargebee will prompt you to configure the following setting. If there are no 'Open Deals' for the contact, allow Chargebee to look for open deals against the company - Enable this setting if you want to Chargebee to search of open deals against the company. If there are no 'Open Deals' in HubSpot - Choose what you'd like to do when there are no 'Open Deals' against that contact/company in HubSpot. Available Options are a) Create a Deal b) Do Nothing Note: If there are multiple open deals associated to the same contact in HubSpot, then the last created deal will be updated. |
| Create new deals in HubSpot for subscriptions that are in trial | Enable this option if you want to create new deals in HubSpot for subscriptions that are in trial in Chargebee |
The sync rules for deals will be honoured only after the initial and full sync is completed. Deals will not be created in HubSpot for subscriptions that are already in Chargebee at the time of setting up the integration. Once the full sync is completed, the sync rules will apply and the deals will be created as set in the settings.
Sync Rules for Fields
In case you have additional properties created in Chargebee (other than those in field mapping), you can push that into HubSpot using this setting.
Sync Rules for Orders
Enable this option "Allow Chargebee to sync orders to HubSpot" if you want Chargebee to sync your orders and related details like last order date, next order date and so on.
This option will show up only if you have enabled Orders in your Chargebee account.
Data Validation
The Synchronisation between HubSpot and Chargebee happens via customers' emails. If the customer in Chargebee has an Email ID then it synchronises the data. If the customer does not have an Email ID then it does not sync the data.
Run Initial Sync
Chargebee tests the connection between Chargebee - HubSpot CRM by syncing the first 10 records. Once this is done you can choose to sync all the records.
Once the integration is successful, you can manage the settings of the integration from the Integration page.
The Settings page will look as shown below:
You can Enable auto sync by clicking the Enable auto sync option. If you wish to edit the sync settings, you can do so by clicking the Manage Sync preferences link.
In case you wish to disconnect from HubSpot, click the Unlink Integration option. Data synchronisation will be stopped immediately. The data that is already pushed to HubSpot will not be revoked.