How to Integrate HubSpot With Chargebee

Quick summary

The Chargebee HubSpot integration connects your subscription billing data to your CRM by installing the HubSpot Quote To Cash app from the Chargebee Marketplace and configuring sync rules between both platforms. Once connected, you can run an initial sync to verify that customer, subscription, and product data flows correctly between Chargebee and HubSpot.

Steps

1. In your Chargebee account, navigate to Apps in the left pane.
2. Click the Go to Marketplace button to open the Chargebee app marketplace.
3. In the marketplace, search for HubSpot Quote To Cash and open the app listing.
4. Click the Connect button on the app detail screen.
5. Click the Connect button again in the top right corner of the page to confirm.
6. Select your HubSpot account from the list to link it.
7. Click the Connect app button to authorize the connection.
8. Click Proceed to advance to the configuration settings.
9. Set up your Sync Rules to control how data flows between Chargebee and HubSpot.
10. Run an Initial Sync to test that the integration is working correctly.