Quote-to-Cash Configuration 

Product synchronization 

The price points for plans, addons, and charges in Chargebee are synced to products in HubSpot. Moreover, both metered and non-metered products are supported.See the field-mapping details for the product object to know how each field of a product in HubSpot is populated with data from Chargebee. For a given plan, addon, or charge, the price points with the same billing frequencies are synced to the same product (and hence SKU) in HubSpot. While syncing a price point, the existing HubSpot product SKUs are looked up for a match before creating a new product. The products are synced to the root product folder, and you can reorganize them as needed.

Supported pricing models 

The integration allows syncing Chargebee plans, addons, and charges with price points created using any pricing model to HubSpot products. However, during the sync of tiered, volume, and stairstep price points, Chargebee only syncs the price that is set for the lowest tier as HubSpot does not support tiered pricing and allows you to store only a single value for the price component of a product.

For example, if there is a plan with the following tiered price points in Chargebee:

The above tiered price points are synced into HubSpot in the following manner:

You can also create subscriptions automatically from deals and create checkout links for products that have price points of type flat fee, per unit, and volume. The integration will create subscriptions or checkout links with the price set at the deal line item level. However, you can manually modify the price if you do not want to set the price that is auto-synced to HubSpot. For example, as shown in the above table, the premium_plan has a price set for a defined quantity range. As HubSpot does not store tier-based pricing, the integration will sync the lowest tier price USD 200, but you can set a price of your choice that will override the synced price.

You can also create subscriptions using the UI button for products that have price points created using any of the pricing models available in Chargebee.

Supported billing frequencies 

The table below lists all the supported recurring billing frequencies  in HubSpot and the corresponding billing frequencies in Chargebee.

Any price points created in Chargebee for billing frequencies not listed here (such as weekly, daily, and other custom frequencies) are not synced to HubSpot products. However, these limitations are not in effect when using the Create Subscription button.

Product sync examples 

In this section, we look at some example scenarios to understand how plans, addons, and charges are synced as products in HubSpot.

Syncing plans and addons

The table below shows a couple of price points created for a plan and an addon each in Chargebee:

The above price points are synced as HubSpot products in the following manner:

If a price point has changed since the last sync, the attributes of the price point overwrite the attributes of the mapped HubSpot product on the next sync. Chargebee allows for billing attributes such as the number of billing cycles (mapped to Term in HubSpot) or Price Point External Name (mapped to Product Name) to be different for different currencies. HubSpot on the other hand, for a given product, defines only one Term or Product Name, regardless of currency.

Syncing charges

The table below shows a couple of price points created for a charge in Chargebee:

The above price points are synced as HubSpot products in the following manner:

Business entities 

The integration allows you to select business entities configured for your Chargebee site to connect to your HubSpot account. The connected business entities are available for selection on the HubSpot company records to create subscriptions for the required business entities in Chargebee.

For a single Chargebee site, you can connect single or multiple business entities with your HubSpot account.

• If the Chargebee site is configured with a single business entity, the entity is preselected while setting up the integration.
• If the Chargebee site is configured with multiple business entities, you can select the entities while configuring the Chargebee HubSpot Quote-to-Cash integration.

Select business entities 

To select business entities, follow the below steps.

1. Click Apps > Go to Marketplace > Sales & CRM.
2. Select HubSpot Quote To Cash under the Apps connected section.
3. On the right pane, select Manage sync preferences.
4. Click Select Business Entities and choose the required entities.
5. Click Apply Changes.

Business entities synchronization 

Through the integration, the selected business entities are available for selection in the HubSpot company Business Entity Name field.

Company synchronization 

The integration syncs company records in HubSpot to customer records in Chargebee.When a company record is synced to Chargebee for the first time, a new customer record is created in Chargebee and mapped to it. No existing customer records are checked to find a match. Once a company is synced to Chargebee as a customer record, subscriptions created from deals associated with the company are created against the same customer in Chargebee.
When the integration syncs company records, the Country / Region property from HubSpot is synced to customer.billing_address.country in Chargebee. During the sync, the integration converts the country name from HubSpot to their corresponding ISO country codes and maps them to Chargebee. However, in rare scenarios, there is a mismatch between the country name and its ISO code, resulting in errors during conversion. For example, in Chargebee the country South Korea is stored as KOREA (Republic) whereas HubSpot stores it as Korea, Republic of. Due to this mismatch, the integration fails with an invalid country name error.

However, you can modify the country name Korea, Republic of in HubSpot to KOREA (Republic) and successfully sync company records, create subscriptions, and checkout links.

Configuring company synchronization 

Chargebee allows you to map up to 15 additional fields for syncing from company records in HubSpot to customer records in Chargebee. Any changes to these additional field values replace the current value when the integration syncs company records. However, blank values in HubSpot do not overwrite values in Chargebee.
The steps are as follows:

1. Click Apps > Go to Marketplace > Sales & CRM.
2. Click HubSpot Quote To Cash under the Apps connected section.
3. On the right pane, click Manage sync preferences.
4. Add the required fields under Map Additional Fields for Company.

Under the HubSpot Company Field dropdown list, the available options are the standard or custom properties belonging to the following property groups in the company object:

• Sales properties
• Company information
• Target accounts information
• Any other custom property group

Similarly, under the Chargebee Customer Field dropdown list, the following properties on the Chargebee customer are available for selection:

• Auto collection
• Net payment terms (Net-d)
• Language/locale
• Preferred currency
• VAT Number
• Allow customer to pay via bank account
• Any custom fields defined for the customer object.

Contact synchronization 

Contacts in HubSpot are synced to Customer records in Chargebee. However, this is optional and only applicable to those contacts which meet the following criteria:

• The contact is associated with a company record.
• The contact has one or both of the following properties set to Yes:
• Chargebee Primary Contact
• Chargebee Billing Contact

Deal synchronization 

Properties of Deals and Deal Line Items in HubSpot are used to determine the attributes of Subscription records in Chargebee. Once a company is synced to Chargebee as a customer record, subscriptions created from deals associated with the company are created against the same customer in Chargebee. A number of workflows are available to create subscriptions out of deals.

Configuration 

Map Additional Fields for Deals

Chargebee allows you to map up to 15 additional fields for syncing from deal records in HubSpot to subscription records in Chargebee. Any changes to these additional field values replace the current value when the integration syncs deal records. However, blank values in HubSpot do not overwrite values in Chargebee.
The steps are as follows:

1. Click Apps > Go to Marketplace > Sales & CRM.
2. Click HubSpot Quote To Cash under the Apps connected section.
3. On the right pane, click Manage sync preferences.
4. Add the required fields under Map Additional Fields for Company.

Under HubSpot Deal Field, the available options are the standard or custom properties belonging to the following property groups belonging to the deal object:

• Deal activity
• Deal revenue
• Deal information
• Analytics history
• Any other custom property group

Similarly, under Chargebee Subscription Field, the following properties on the Chargebee subscription are available for selection:

• Auto collection
• Any custom fields defined for the subscription object.

Enable ‘Create Subscription' Button

You can manually create a subscription from HubSpot when this option is selected. A ‘Create Subscription' button is available in the right pane of the HubSpot application. Enabling the toggle displays an access key.

Enabling Autosync 

The Autosync feature runs the sync job between HubSpot and Chargebee automatically every 15 minutes. You can enable it as follows:

1. Click Apps > Go to Marketplace > Sales & CRM.
2. Click HubSpot Quote To Cash under the Apps connected section.
3. Enable the toggle Autosync enabled.
   At any point in time, you can trigger a sync manually by clicking Sync Now.

Supported data types for fields 

Additional fields can be configured for syncing from HubSpot to Chargebee. This section lists the supported data types for fields in HubSpot and Chargebee when configuring additional fields to be synced for Company or Deals.

HubSpot Data Types 

The following field data types  are supported for syncing from HubSpot:

• Single line text
• Dropdown select
• Single checkbox
• Date picker
• Number (formatted or unformatted)

Chargebee Data Types 

The supported field data types in Chargebee depend on the data type of the corresponding field in HubSpot. The following is the complete list of field data types supported for syncing to Chargebee:

• Single line text
• Number
• Dropdown
• Checkbox
• URL
• Email
• Date picker