How to sync additional fields from new HubSpot → Chargebee?

Modified on: Wed, 13 Oct, 2021 at 8:12 PM

Summary

The new Hubspot integration let's you to configure up to 5 additional fields for each of these object pairs:

  • HubSpot company → Chargebee customer

  • HubSpot deal → Chargebee subscription


Solution

In addition to certain standard fields that are pushed from HubSpot to Chargebee when creating a customer or subscription, the integration also lets you push additional fields from HubSpot. For example, you may want to specify payment terms when creating a Chargebee customer (Net-D). The field types listed below can be mapped additionally for a given company or deal:


  • Single line text

  • Dropdown select

  • Single checkbox

  • Date picker

  • Number (formatted or unformatted)


Likewise, on the Chargebee side:

  • Single line text

  • Number

  • Dropdown

  • Checkbox

  • URL

  • Email

  • Date picker


The HubSpot integration settings page in Chargebee lets you select these field types for sync:


M
Monica is the author of this solution article.

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