HubSpot Diamond Solutions Partner
HubSpot & ChargeOver Integration: Sync Sales Wins with Financial Reality
Connect your closed deals directly to your recurring billing engine. This integration bridges the gap between the "Yes" in sales and the "Cash" in finance, ensuring automated invoicing, accurate revenue reporting, and a frictionless customer transition from prospect to subscriber.
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Empowering Finance and Operations Teams
ChargeOver handles the complexities of subscriptions and recurring billing; this integration ensures that complexity doesn't slow down your growth. By automating the handoff from CRM to billing, you eliminate the manual data entry that leads to invoice errors and delayed payments. You get the flexibility of a dedicated billing tool with the simplicity of a connected workflow.
Automated Subscription Creation: Instantly generate new subscriptions and recurring invoices in ChargeOver the moment a HubSpot Deal is marked "Closed Won."
Smart Dunning Management: Ensure payment failures recorded in ChargeOver trigger immediate visibility, allowing you to coordinate recovery efforts across teams.
Customer Portal Access: Automatically generate and sync unique magic login links for customer payment portals directly to the HubSpot Contact record.
ChargeOver handles the complexities of subscriptions and recurring billing; this integration ensures that complexity doesn't slow down your growth. By automating the handoff from CRM to billing, you eliminate the manual data entry that leads to invoice errors and delayed payments. You get the flexibility of a dedicated billing tool with the simplicity of a connected workflow.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Unlocking HubSpot with Financial Data
HubSpot tracks the promise of revenue; ChargeOver tracks the actual deposit. Integrating them allows you to drive marketing and sales actions based on real payment behaviors. You move from assuming a customer is happy to knowing exactly who is paying on time and who needs attention.
Payment-Triggered Workflows: Launch customer onboarding emails or success sequences immediately when the first invoice is marked "Paid" in ChargeOver.
Accurate LTV Segmentation: Create Smart Lists in HubSpot based on actual lifetime value (LTV) and monthly recurring revenue (MRR) calculated in ChargeOver.
Churn Prevention: Trigger a high-priority task for the account manager in HubSpot if a payment fails or a credit card is about to expire.
HubSpot tracks the promise of revenue; ChargeOver tracks the actual deposit. Integrating them allows you to drive marketing and sales actions based on real payment behaviors. You move from assuming a customer is happy to knowing exactly who is paying on time and who needs attention.
Flexible Data Sync Architecture
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
We architect a sync strategy that respects the strict accuracy required by finance while providing the actionable speed required by sales.
- Bi-Directional & Uni-Directional Sync: We configure the flow to match your governance. We typically push customer and deal data from HubSpot to ChargeOver (uni-directional) to start billing, and pull invoice status and payment history back to HubSpot (bi-directional) to keep sales informed.
- Real-time & Scheduled Syncs: Cash flow updates need to be instant. We can trigger real-time updates to HubSpot when a payment is successfully processed, while using scheduled batches to sync product library updates or tax rate changes, ensuring your data remains pristine without overloading the system.
- Custom Sync Logic & Triggers: We filter the noise. We can build logic that only syncs customers to ChargeOver after a contract is signed, or prevents "Draft" invoices from cluttering the HubSpot deal timeline, ensuring your teams only see finalized financial data.
- High-Volume Data Handling: SaaS businesses process thousands of micro-transactions. Our architecture is designed to handle high-volume recurring invoice cycles, processing nightly renewal batches efficiently to ensure your CRM dashboards are fresh every morning.
Comprehensive Object & Field Mapping
We map the commercial relationship to the financial record. Below is a standard mapping tailored for subscription businesses, fully customizable to your specific billing models.
HubSpot
ChargeOver
- Contacts
- Companies
- Deals
- Products / Line Items
- Custom Object (Invoice)
- Deal Stage / Owner
- Contacts / Users
- Customers / Accounts
- Subscriptions / Quotes
- Services / Products
- Invoice Record
- Sales Rep / Status
- Contacts Contacts / Users
- Companies Customers / Accounts
- Deals Subscriptions / Quotes
- Products / Line Items Services / Products
- Custom Object (Invoice) Invoice Record
- Deal Stage / Owner Sales Rep / Status
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
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Frequently Asked Questions
Yes. We can place a button on the HubSpot Deal layout that triggers the creation of a ChargeOver invoice or subscription using the line items already on the deal, removing the need for reps to log into the billing system.
When a payment fails in ChargeOver, we can update a custom property (e.g., "Payment Status") on the HubSpot Company or Deal record. This can trigger an automated email workflow or alert the Customer Success Manager.
Absolutely. We map HubSpot Product properties to ChargeOver’s advanced pricing models. Whether you use flat fees, per-unit pricing, or tiered structures, the integration passes the correct logic through to the invoice.
Yes. We can generate a public URL for the ChargeOver invoice PDF and sync it to a property on the HubSpot Deal, allowing reps to easily grab the link and resend it to a client if needed.
No. We generally establish one system (usually ChargeOver) as the "Product Master." We then sync that product library into HubSpot to ensure that sales reps are always quoting with the most up-to-date SKUs and pricing.
Ready to Align Sales and Finance?
Your sales team shouldn't have to chase down invoices, and your finance team shouldn't have to copy-paste deal data. Let’s build a workflow that makes getting paid the easiest part of your business. We will build a system that keeps your books balanced and your pipeline moving.
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