HubSpot Diamond Solutions Partner
HubSpot + Chargify Integration: Unify Your Revenue Operations
Connect your GTM and billing systems to automate the entire quote-to-cash lifecycle, eliminate data silos, and gain a complete, actionable view of your customer revenue data.
Empower Your GTM Teams with Real-Time Subscription Intelligence
Bring critical subscription and billing data from Chargify directly into the hands of your sales and customer service teams within HubSpot. This integration provides a 360-degree view of the customer, enabling smarter conversations, proactive engagement, and streamlined handoffs without ever needing to switch platforms.
Gain Full Customer Visibility: Equip your sales and success teams with direct access to subscription status, MRR, plan details, and billing history on HubSpot contact and company records.
Proactively Reduce Churn: Automatically create tasks and notify account managers in HubSpot when critical billing events occur in Chargify, such as failed payments or upcoming subscription renewals.
Streamline Sales-to-Billing Handoffs: Automate the creation of new customers and subscriptions in Chargify the moment a deal is marked Closed-Won in HubSpot, eliminating manual entry and errors.
Enhance Customer Support: Allow your service agents to instantly access a customer's subscription details to resolve billing-related inquiries faster and more efficiently.

Bring critical subscription and billing data from Chargify directly into the hands of your sales and customer service teams within HubSpot. This integration provides a 360-degree view of the customer, enabling smarter conversations, proactive engagement, and streamlined handoffs without ever needing to switch platforms.
Unlock Advanced Revenue Marketing & Operations in HubSpot
Transform HubSpot into a true revenue engine by enriching it with powerful financial data from Chargify. This allows marketing and operations teams to move beyond traditional metrics and build sophisticated campaigns, workflows, and reports based on actual customer value and subscription behavior.
Build Hyper-Targeted Segments: Create dynamic lists in HubSpot based on Chargify data like current subscription plan, trial status, monthly recurring revenue (MRR), or cancellation reason for precise targeting.
Automate the Customer Lifecycle: Trigger advanced HubSpot workflows from any Chargify billing event, such as sending an upsell campaign after a plan upgrade or initiating a feedback survey after a downgrade.
Enhance Lead Scoring & Qualification: Use subscription data points as powerful signals to refine your lead scoring model, identifying high-value prospects and prioritizing sales outreach more effectively.
Achieve Accurate Revenue Attribution: Build comprehensive dashboards and reports within HubSpot that tie marketing campaigns and sales activities directly to the recurring revenue they generate in Chargify.

Transform HubSpot into a true revenue engine by enriching it with powerful financial data from Chargify. This allows marketing and operations teams to move beyond traditional metrics and build sophisticated campaigns, workflows, and reports based on actual customer value and subscription behavior.
A Flexible & Customizable Sync Built for Your Revenue Workflow
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Off-the-shelf connectors force you into a rigid, one-size-fits-all data model. We believe your integration should adapt to your business, not the other way around. Our solution is custom-configured to map to your specific revenue processes, custom objects, and unique business logic.
- Bi-Directional & Uni-Directional Sync: Control the flow of information precisely, whether you need data to move in one direction or be updated in both systems simultaneously.
- Real-time & Scheduled Syncs: Trigger data transfers instantly based on field updates or schedule high-volume syncs to run at intervals that suit your operational needs.
- Custom Sync Logic & Triggers: Implement complex, rules-based logic to control exactly which records sync and when, ensuring your data remains clean and relevant.
- High-Volume Data Handling: Our architecture is built to reliably process hundreds of thousands of records, ensuring scalability as your business grows.
Comprehensive Object & Field Mapping
We support the standard and custom objects you rely on to run your business. Our deep mapping capabilities ensure that all relevant data points are connected between HubSpot and Chargify for a truly unified view.
HubSpot
Chargify
- Contacts
- Companies
- Deals
- Custom Objects
- Leads/Contacts
- Accounts
- Opportunities
- Custom Objects
- Contacts Leads/Contacts
- Companies Accounts
- Deals Opportunities
- Custom Objects Custom Objects
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and "messy data" that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That's how we maintain a 98.5% customer retention rate.
The Expert You Call
We're a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'


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Frequently Asked Questions
While native connectors are good for basic use cases, our solution is built for complexity and scale. We offer fully customizable, bi-directional syncing, the ability to map to custom objects and fields, and the power to implement complex business logic (e.g., "if Deal reason is X, create Subscription with component Y"). This ensures the integration maps perfectly to your unique quote-to-cash process.
Absolutely. We can perform a one-time historical sync to populate HubSpot records with past subscription and billing data from Chargify. This provides immediate value by enabling your teams to analyze lifetime value (LTV), identify long-term trends, and enrich existing contact records from day one.
Yes, this is a core strength of our platform. We can configure the integration to read product line items or custom properties on a HubSpot Deal and use that data to create a subscription in Chargify with the correct base product and specific add-on components, completely automating your sales-to-billing handoff.
Our platform includes robust mechanisms for maintaining data integrity. We use unique identifiers to prevent the creation of duplicate records (e.g., matching by email address or a custom ID). We also allow you to configure rules-based logic to determine which system (HubSpot or Chargify) acts as the source of truth for specific fields in case of a data conflict.
Get Your Free HubSpot Consultation!
Let our experts show you what's possible with a solution built specifically for your quote-to-cash workflow. Schedule a complimentary discovery call today to map out your process and design your ideal integration.