Installation

Availability & Requirements

  • Works with test and production HubSpot accounts
  • Only available using Chargify Relationship Invoicing
  • Supports Multi-Site
  • Supports Multi-Currency
  • Available on HubSpot Starter, Professional, & Enterprise Plans
  • Default “Appointment Scheduled” and “Closed Won” pipeline stages required
  • Only available on the default sales pipeline
Please Note: Future iterations of the NextGen integration are making use of Products which require HubSpot Professional or Enterprise. The HubSpot Free and Starter plans offer users the ability to synchronize the data between Chargify customer records and HubSpot Contact records. However, users on the starter plan will have limited in functionality

We strongly recommend testing the integration in a HubSpot Test account prior to enabling it in production. The most common issues that arise from using the integration are connecting to the wrong HubSpot account or finding the filter activity to display the Chargify timeline events.

Installation Process

The user configuring the integration must have a ‘Super Admin’ role in HubSpot and an ‘Admin’ role in Chargify. Please make sure you have the right user roles before getting started.

Note: In order to use multiple currencies on HubSpot deals, multi-currency must be configured in HubSpot and in the Chargify before connecting. Additionally, if you want to make use of Chargify Custom Fields as HubSpot Custom Properties you will need to create those before connecting. More details below

Chargify Setup

  1. Enable the desired currencies(Config → Settings → Multi-Currency). Setting up multi-currency
  2. Create Chargify custom fields inside the Chargify User interface, if you desire these to become HubSpot (Deal/Contact) Custom Properties. (Config → Custom Fields → Create Custom Field)
  3. Build your Product, Components, Coupons, Price Points, definitive pricing. Ensure the Chargify Product Catalog is ready before turning the integration on.
  4. Ensure the feature flag for the integration has been removed. (Config → Integrations → HubSpot)

HubSpot Setup

  1. Enable the desired currencies(Settings → Account Defaults → Currency). Setting up multi-currency
Note that HubSpot requires a default exchange rate to be entered. However, the Floating Exchange Rate setting in Chargify can be used to handle automatic currency conversion in the product catalog. The integration will handle both Floating Rates and Custom Rates aslong as these are configured within Chargify.


Connecting the integration to a Chargify Site

The integration will make use of an API key from Chargify for the site to be integrated with the HubSpot account.
  1. Login to you Chargify account and select the Site you want to connect
  2. Navigate to the HubSpot Integration Tab(Config → Integrations → HubSpot)
  3. Click on the “Connect to HubSpot” Button. You will need to be logged into HubSpot
  4. Configure your data syncing options
  5. Select the HubSpot Account that you want to connect to & click “Choose Account”
  6. Click the “Connect App” & Confirm Authorizarion of Application
Note: As this is a beta release, Chargify is still an "Unverified app" to the HubSpot Marketplace this red banner will removed in future iterations

Confirming Connection

After the setup and connection proccess you can navigate to your HubSpot Product Library in order to confirm that your Chargify Product catalog is now available.(Settings → Objects → Products)

Additionally, you can force the Chargify Catalog to re-sync through the “re-sync product catalog” action available in the Chargify user-interface. (Config → Integrations → HubSpot)

Note: If a currency was missed, start the setup process from the start to align the enabled currencies between Chargify and HubSpot. The product sync job will update the currency conversion every 15min but in the case that you need an immediate update, click the "Re-sync Product Catalog" Action like mentioned above.

Hubspot Setup Continued..

A few properties will need to be exposed on the Deal and Customer records inside the HubSpot User Interface. Once the integration has been set up successfully, a few administrative steps are necessary for these fields to be most easily visible and available some steps are listed below.

  1. Inside the HubSpot UI, go to ‘Settings’ → ‘Objects’ → ‘Deals’ → ‘Setup’ and click on ‘Choose property fields for new deals’(select neccesary fields as shown below)
  2. Navigate to the ‘Record Custimazation’ Tab and manage the different views that your team sees for deal records (select neccesary fields as shown below)
  3. Ensure that all neccesary properties are checked and available for each of the views desired

    • Net Terms
    • Collection Method
    • First Billing Date
    • Send Invoice Emails
    • Self-Service Page
    • Currency
    • Any Chargify Custom Fields associated to the Subscription Source Type
  4. Click ‘Save’

To display the Chargify customer record properties on HubSpot Contacts, complete the following steps in HubSpot.

  1. Inside the HubSpot UI, go to ‘Settings’ → ‘Objects’ → ‘Conacts’ → ‘Setup’ and click on ‘Choose property fields for new contacts’.(select neccesary fields as shown below)
  2. Navigate to the ‘Record Custimazation’ Tab and manage the different views that your team sees for Contact records (select neccesary fields as shown below)
  3. Search for and check each of the following:

    • CC Emails
    • Tax Exempt
    • VAT Number
    • Any Chargify Custom Fields associated to the Customer Source Type
  4. Click ‘Save’

Sync Options

Product catalog to Product Library

  • “Enable sync of Product Catalog from Chargify to HubSpot” : The admin users will be able to enable the Chargify Product Catalog Sync for one or more Chargify Sites. This will ultimately allow the users to leverage Chargify Sites to segment revenue streams.

Customer to Contact

  • “Enable sync of customer data from Chargify to HubSpot - If an existing HubSpot contact is found with the same email address” : The admin users will be able to enable the customer data sync and determine whether they would like to “do not update” or “override all the contact fields”.

# Deal Automations

  • “Create deals in HubSpot when subscriptions are created” : The admin users can select whether the integration will auto-create deals in HubSpot when subscriptions are created inside Chargify using the Chargify public signup pages.

  • “Create deals in HubSpot when existing subscriptions’ component allocations increase” : Select whether the integration will auto-create deals in HubSpot when existing subscriptions’ component allocations increases

  • “The deal amount for component allocation change should be set to” - The user will select what values will construct the deal record “deal amount” property. Whether this is the prorated amount or the full amount for a mid period component allocation.

Subscription Automations

Enable your support and client services teams by providing Subscription Management Functionality within the HubSpot UI

  • Enable “Clear Pending Cancellation” Action
  • Enable “Give/Deduct Service Credit” Action
  • Enable “Initiate Cancellation” Action
  • Enable “Put On Hold” Action
  • Enable “Reactivate Subscription” Action
  • Enable “Record Payment” Action
  • Enable “Resume Subscription” Action

Timeline Events Automations

Enable Chargify Events to be visible as HubSpot timeline events on your contact and deal records

  • Create “Payment Success” Timeline Event
  • Create “Payment Failure” Timeline Event
  • Create “Subscription State Change” Timeline Event
  • Create “Subscription Product Change” Timeline Event
  • Create “Expiring Card” Timeline Event
  • Create “Component Allocation Change” Timeline Event
  • Create “Upgrade/Downgrade Success” Timeline Event
  • Create “Upgrade/Downgrade Failure” Timeline Event
  • Create “Refund Success” Timeline Event
  • Create “Refund Failure” Timeline Event
  • Create “Invoice Issued” Timeline Event