How can I sync Chargebee details to both Contacts and Deals in HubSpot?

[TToivola]

Hi Hubspot community!

We are trying to connect Chargebee (our billing system) to Hubspot with the Quote-to-Cash integration version, but ran into a problem.

When migrating from the old integration version, we lost Chargebee details in Contacts but gained visibility to Deals (ultimate goal for the migration). However, our Sales team works from Contacts and Onboarding team works from Deals. 

How can we get the Chargebee details to display in both Contact and Deal? 

Now we see this section in Deal...

...and this one being unpopulated in Contact.

[HubDoPete · Accepted solution]

Hi @TToivola and thanks @BérangèreL for the tag

I haven't used this integration in production myself, but based on what I found in Chargebee's documentation, here's what I think is happening with your integration:

The legacy HubSpot integration was contact-based (synced Chargebee customers to HubSpot contacts), while Quote-to-Cash is company-based (syncs to both companies and contacts, with the company as primary).

When you migrated from legacy to Q2C, the data flow changed. Subscription information now syncs through the Company-Customer mapping, and deals are where you see subscription details in Q2C.

The Q2C integration doesn't populate the "Chargebee Contact Information" card on contact records the same way legacy did. It focuses on Companies and Deals as the primary objects.

I recommend that you contact Chargebee support about this. The migration guide notes that custom field mappings need careful configuration during migration, maybe you missed some options. Chargebee support can check:

1. Whether your contact sync settings were configured properly during migration
2. If there's a way to enable contact-level subscription visibility in Q2C
3. Whether you need to add custom field mappings for contacts

For now, your Sales team may need to work with Companies or access subscription info through the associated Company record when viewing Contacts.

I hope that helps!

best, Pete

[RubenBurdin · Accepted solution]

Hi @TToivola , Pete nailed the root cause. I’ll just add a bit of practical color from seeing this play out with other teams.

With Quote-to-Cash, Chargebee intentionally shifted the center of gravity away from Contacts. Subscription and revenue data now lives on Deals (and Companies), and the old contact-level card is no longer actively populated. There isn’t a hidden toggle to “turn it back on” for Contacts. That behavior is by design in the Q2C architecture, not a migration bug.

If your Sales team really needs Chargebee context while staying on the Contact record, the usual workaround is to surface Deal data through associations rather than trying to duplicate the Chargebee card itself. You can do this by customizing the Contact record sidebar to prominently show associated Deals and pin the Chargebee Deal card there, so reps are one click away. HubSpot’s CRM is optimized for this object-specific visibility pattern now (https://knowledge.hubspot.com/object-settings/customize-records )

Another option, if you want lightweight visibility only, is to mirror a few read-only fields (MRR, plan, subscription status) from Deal to Contact using workflows. That keeps Contacts informative without fighting the integration’s data model. The key is to treat Contacts as a convenience view, not the system of record for billing data. HubSpot generally recommends this approach when revenue data originates outside the CRM (https://knowledge.hubspot.com/properties/create-and-edit-properties )

So your conclusion is the right one: operationally, Deals are now the “truth” for Chargebee in HubSpot. Teams just need to adjust navigation and record layouts accordingly. If Chargebee support comes back with anything different, I’d be curious too, but so far this is consistent with how Q2C behaves.

[HubDoPete · Accepted solution]

Hi @TToivola and thanks @BérangèreL for the tag

I haven't used this integration in production myself, but based on what I found in Chargebee's documentation, here's what I think is happening with your integration:

The legacy HubSpot integration was contact-based (synced Chargebee customers to HubSpot contacts), while Quote-to-Cash is company-based (syncs to both companies and contacts, with the company as primary).

When you migrated from legacy to Q2C, the data flow changed. Subscription information now syncs through the Company-Customer mapping, and deals are where you see subscription details in Q2C.

The Q2C integration doesn't populate the "Chargebee Contact Information" card on contact records the same way legacy did. It focuses on Companies and Deals as the primary objects.

I recommend that you contact Chargebee support about this. The migration guide notes that custom field mappings need careful configuration during migration, maybe you missed some options. Chargebee support can check:

1. Whether your contact sync settings were configured properly during migration
2. If there's a way to enable contact-level subscription visibility in Q2C
3. Whether you need to add custom field mappings for contacts

For now, your Sales team may need to work with Companies or access subscription info through the associated Company record when viewing Contacts.

I hope that helps!

best, Pete

[TToivola]

Thank you Pete - that is exactly what happened!

Luckily we can see the Deal level Chargebee card in both Sales and Onboarding pipelines so just have to learn to go to a different place than before.

I'll report back if our Chargebee chat uncovers new aspects for this!

[danmoyle]

I'm deferring to @HubDoPete on this one, @BérangèreL 😊 

[BérangèreL]

Hi @TToivola and welcome, we are delighted to have you here!

Great question, thanks for asking the HubSpot Community!

I understand that you are using this integration "Quote to Cash with Chargebee". Please let me know if that's not the case.

Now, let's consult our Top Experts: Hi @HubDoPete, @danmoyle and @GauravSaxena do you have suggestions to help @TToivola, please?

Have a wonderful day and thanks so much!
Bérangère