What are the prerequisites for Hubspot integration?

Modified on: Tue, 13 Jul, 2021 at 5:27 PM

Prerequisites

  • Chargebee does not create companies in HubSpot CRM. HubSpot provides a setting that automatically populates the contact's associated company either from the domain name or email address. It is recommended that you enable the setting.
  • Ensure that you configure the same set of currencies in Chargebee and HubSpot. This is necessary because the deal amount in HubSpot is updated based on the currency configured for the corresponding subscription. In case the currency set for a subscription is not configured in HubSpot, the deal amount is updated as per the subscription but the currency displayed is the base currency.
    Example: The subscription amount is CAD 25. If you have not configured CAD as a currency in HubSpot, then the deal amount is updated with your base currency - USD 25 (assuming USD is your base currency.)
M
Monica is the author of this solution article.

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