HubSpot Quote to Cash

Overview

Chargebee’s HubSpot Quote-to-Cash integration enables the sales teams to create subscriptions in Chargebee straight from their CRM without having to break context. Subscriptions can be created from the line items within a deal and you can also set up automation to send Payment Links to the customers all without having to log in to Chargebee.

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Features

Add subscription items directly from Hubspot

Add plans, add-ons, charges to deal line items that are synced from Chargebee's product catalog to Hubspot's product library. With this integration, the Deal line items in Hubspot, inherit properties such as, Billing cycles, Subscription terms etc, to customise your quotes to individual prospects.

Send Quotes and Checkout links

Use Hubspot Quotes to send customised quotes to customers. Also, set up automation to send Chargebee Checkout links when a deal is won or when a prospect accepts a quote

Chargebee + Hubspot = Customer Lifecycle visibility

Enrich your Hubspot dashboard with customer details from Chargebee, including their Subscription information

Data Flow

HubSpot Quote to Cash Data	Data Flow	Chargebee Data
Products		Items
Products		Item price point
Companies		Customer
Contacts		Customer
Deals		Subscription

HubSpot Quote to Cash

Add subscription items directly from Hubspot

Send Quotes and Checkout links

Chargebee + Hubspot = Customer Lifecycle visibility

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