Integrate Chargebee with HubSpot CRM

Appy Pie Connect allows you to automate multiple workflows between Chargebee and HubSpot CRM

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About Chargebee

Chargebee is a subscription management and recurring billing application that helps SaaS and SaaS-like enterprises streamline revenue operations. Chargebee works with the world's most popular payment gateways.

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

Want to explore Chargebee + HubSpot CRM quick connects for faster integration? Here’s our list of the best Chargebee + HubSpot CRM quick connects.

Explore quick connects

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Connect Chargebee + HubSpot CRM in easier way

It's easy to connect Chargebee + HubSpot CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • Customer Details Updates

    Triggers when customer details such as first name, last name, email, billing address, etc., are updated.

  • New Customer

    Triggers when a customer is created.

  • New Invoice

    Triggers when a new invoice is generated(with line item support).

  • New Payment

    Triggers when a payment is collected successfully.

  • New Subscription

    Triggers when a subscription is created.

  • Payment Failure

    Triggers when a payment fails.

  • Subscription Cancellation

    Triggers when a subscription is cancelled.

  • Subscription Cancellation Scheduled

    Triggers when a subscription is scheduled for cancellation.

  • Subscription Details Updates

    Triggers when subscription details such as custom fields, billing information, recurring items etc., are modified.

  • Subscription Pause

    Triggers when a subscription is paused.

  • Subscription Resumption

    Triggers when a paused subscription is resumed.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • Actions
  • Change Next Billing Date

    Updates next billing date of a subscription.

  • Create Customer

    Creates a new customer in Chargebee.

  • Create Subscription

    Creates a new subscription along with the customer in Chargebee. This action does not support adding subscription to an existing customer.

  • Pause Subscription

    Pauses a subscription in Chargebee.

  • Record Offline Payment for an Invoice

    Records an offline payment for unpaid invoices.

  • Resume Subscription

    Resumes a paused subscription in Chargebee

  • Update Customer

    Updates customer details in Chargebee.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How Chargebee & HubSpot CRM Integrations Work

  1. Step 1: Choose Chargebee as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick HubSpot CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Chargebee to HubSpot CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Chargebee and HubSpot CRM

Chargebee is a billing spution for SaaS companies. It was started in 2011 and is based out of Bangalore, India.

HubSpot CRM is a marketing automation platform which helps small businesses to manage their leads and sales. HubSpot is based in Cambridge, Massachusetts, USA.

Chargebee integrates with HubSpot CRM to provide an end to end spution for SaaS companies. It helps in managing their customers and also helps in improving sales performance of the company.

Integration of Chargebee and HubSpot CRM

Merge both Chargebee and HubSpot CRM in one single dashboard.

View all the data related to your customers in one single dashboard.

Create lead nurturing campaigns that can be executed from the same dashboard.

Generate customer success score using the data from both Chargebee and HubSpot CRM.

Create closed loop automation for your customers.

Get notifications on important actions that need to be taken.

Track the progress made by the team on a given project.

View all the data from your CRM in a single dashboard.

Benefits of Integration of Chargebee and HubSpot CRM

Integration of Chargebee and HubSpot CRM increases productivity significantly. It helps in increasing sales conversion rates by providing relevant information to the sales team. The product manager can use the data on the CRM to make decisions about the product development roadmap or make changes about the sales strategy. This integration helps the sales team to make informed decisions before discussing the product with the prospect. This integration helps in improving customer retention and satisfaction significantly since it provides a seamless experience to the customer during every interaction with the SaaS company. Chargebee also helps in increasing customer lifetime value by making it easy for sales teams to track the customer journey and take appropriate actions at right time. It also helps in improving customer experiences by providing relevant information at every stage of the buyer’s journey. Chargebee also helps in reducing churn by keeping a check on customer activity through email, phone calls, etc. Even if a customer starts showing signs of churning, Chargebee can provide timely alerts to the team so that appropriate steps are taken to retain the customer. With integration of Chargebee and HubSpot CRM, it will be possible for service representatives to access all the customer information from one single dashboard. This will help them to provide better support to their customers since they can view all data about a particular customer at one place instead of having to go through multiple dashboards and sources. Overall this integration helps in increasing revenue significantly by ensuring that all the sales team members have all the relevant information at their fingertips, thereby improving efficiency and productivity of the entire team as well as making sales process more effective.

The process to integrate Chargebee and HubSpot CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm