Custom engineered Accounting & Finance integration
Chargebee & HubSpot integration
Custom engineered for your business by SpotDev's accredited developers
Connect Chargebee to HubSpot so billing runs are prepared from CRM data, invoices and subscriptions are created in Chargebee, and invoice, payment and GoCardless mandate events are written back to the deal and company.
- API key
Why connect Chargebee to HubSpot
Chargebee owns subscriptions, invoices and payment collection, while HubSpot owns the customer, the deal and the products that were sold. Finance ends up rebuilding each billing run from deal data by hand, and the CRM never knows whether an invoice was paid.
- Chargebee's own HubSpot app syncs subscriber data one way, from Chargebee into HubSpot, so it cannot create a subscription or invoice from a HubSpot deal
- Prices and cadences agreed on the deal have to be re-entered as Chargebee plans, charges or quotes, which is where mis-billing starts
- Direct debit customers need a GoCardless mandate before anything can be collected, and the CRM has no idea whether one exists
- A failed payment shows up in Chargebee, not on the HubSpot company, so customer success finds out late
What you can do with Chargebee and HubSpot
The integration treats HubSpot as the place billing is decided and Chargebee as the place it is executed.
- A closed deal's line items are shaped into a Chargebee subscription or invoice using the catalogue item prices, staged as a billing run and held until finance approves it
- Chargebee events such as invoice_generated, payment_succeeded and payment_failed are received by webhook and stamped onto the HubSpot deal and company
- GoCardless mandate status from Chargebee is written to the HubSpot company, so sales know whether a direct debit customer can actually be collected from
- A dry-run cycle produces the billing run without sending anything, so finance can check the first month's figures before going live
How the Chargebee & HubSpot integration works
- Two-way sync
- Sync direction between Chargebee and HubSpot
- Scheduled sync
- How often data updates flow
- API key
- Secure authentication method
- Billing runs, invoices, subscriptions, payments, GoCardless mandates
- Records kept in sync
- Sales Hub, Data Hub
- HubSpot hubs supported
Typical setup
- Connect HubSpot and Chargebee
- Configure product cadences and catalog item prices
- Stage a prepared billing run for finance approval
- Approve and send, or run a dry cycle
- Reconcile Chargebee webhook events back to HubSpot
Integration Impact Analysis
With Integration
- Streamlined operationsAutomated workflows replace manual processes
- Single source of truthConsistent data across all revenue teams
Without Integration
- Manual processesTeams managing tools instead of revenue
- Data silosCritical insights trapped in silos
Chargebee & HubSpot integration: FAQs
Does Chargebee have an API that HubSpot can use?
Is there a native Chargebee app for HubSpot?
What data can sync between Chargebee and HubSpot?
How much does a Chargebee HubSpot integration cost and how long does it take?
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Advanced HubSpot accreditation specifically for complex API integrations and custom development projects.
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