What are the prerequisites for Hubspot integration?

Modified on: Fri, 3 Mar, 2023 at 4:39 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.)
Note

I. We have sunset the Hubspot legacy integration on March 3, 2023 which will not be available on the Marketplace. 

II. We have migrated from
 Hubspot legacy to Hubspot Quote to Cash (Q2C) integration, with the release of self-serve flows for customer and subscription sync from Chargebee to Hubspot which also have all features that was on the legacy integration. 

III.  This migration will not impact the existing users and they will continue to use the integration normally as before. Reach out to us from here to know more.


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