Chargify Now Available in HubSpot's App Marketplace

We are very excited to announce that Chargify is now listed on the HubSpot App MarketplaceThe listing provides another method for easily integrating HubSpot and Chargify. 

Updated in real-time, this bi-directional sync between Chargify and HubSpot is a game changer for those looking to gain efficiencies for their customer-facing teams while simultaneously breaking down data silos. Integrating your Chargify and HubSpot environment allows you to leverage all of your rich billing data in one application, bringing together sales, customer success, support and marketing teams. 

Many of our customers today are realizing the value of integrating their HubSpot and Chargify environments, as use cases span further than billing, finance, and accounting. Your sales team can easily sell, upgrade, downgrade and manage subscriptions through deals or quotes. Your customer success and support teams will have visibility to the wide array of billing data so they can seamlessly provide top-notice service to your customers quickly. Furthermore, your marketing team will reap benefits from having your billing data synced over to HubSpot where they can easily identify insightful growth churn trends that can drive data-based marketing campaigns.

Interested in integrating your Chargify and HubSpot environments today? Head on over to the HubSpot App Marketplace to download and install, or turn on via the configuration wizard within Chargify's 'Integrations' page. Need some help? Reach out to your CSM or contact us at support@chargify.com

For more information on our HubSpot integration, see our documentation here>

Timeline Events on Contact and Deal Records in HubSpot

Managing subscriptions requires you to keep a pulse on your customer base to quickly react to events, especially failed payments. We all know that payments can fail due to expired cards or even outdated billable contacts causing missed refunds or invoicing errors. 

For our customers who are currently integrating their HubSpot environment, we are excited to announce that Timeline Events can now be viewed in the Contact or Deal record. This added visibility will enable your customer-facing teams to stay in the know of customer events, which can also help mitigate failed revenue mishaps during the subscription lifecycle.

The following Events are now shown through our native HubSpot integration: 

  • Invoice Issued
  • Payment Success
  • Payment Failure
  • Subscription State Change
  • Subscription Product Change
  • Expiring Card
  • Component Allocation Change
  • Upgrade/Downgrade Success
  • Upgrade/Downgrade Failure
  • Refund Success
  • Refund Failure
These events can be configured to streamline your revenue operations, support, and client services experience. 

Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today!

For more information on Timeline Events in our HubSpot integration, see our documentation here>

Invoice Details Visible Inside HubSpot

We know it's vital for your Support Teams to have information at their fingertips in order to quickly service your customers. Chargify's HubSpot integration lets you view subscription changes, payment and invoice history, usage and next billing dates, all within the Contact and Deal Record views. 

Adding to our native HubSpot integration, we are excited to announce an enhancement to viewing Invoice Details! Once the subscription is generated, the integration will provide a PCI compliant invoice link to collect payment from your contacts in addition to visibility for your customer-facing teams. 

The invoice details include: 

  • Invoice ID 
  • Status 
  • Payment Collection Method
  • Invoice Due Amount
  • Invoice Paid Date
  • Credits Used

These values will stay up-to-date in HubSpot's CRM extension and can help you streamline your revenue operations, support, and more. 


Interested in integrating your HubSpot environment with Chargify? Contact your Customer Success Manager or support@chargify.com today! 

For more information on our HubSpot integration, see our documentation here>

Enhanced Syncing Options & Action Triggers in HubSpot

Our native HubSpot integration gives you all the information needed to sell and manage your customers while simultaneously driving marketing activities. As we continue to invest in strengthening our integration, we are very excited to announce that our Product Team has released new syncing options around your product catalog and customer data! Additionally, new subscription action triggers are available through the HubSpot user like:
  • Cancel & reactivate a subscription
Admin users can now enable the Chargify Product Catalog sync for one or more Chargify sites which will provide full flexibility in segmenting your revenue streams.The added action triggers are listed below:
  • 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.
Interested in integrating your Chargify and HubSpot environments? Reach out to your customer success manager or support@chargify.com to get started!

For more information on our HubSpot integration, see our documentation here>

Xero Integration: Component Quantities Shown on Invoice

Thanks to feedback from our customers, we are very excited to announce an enhancement to invoicing with our native Xero integration! The invoices produced out of Xero are now updated to align with the Chargify invoice quantity per each specific component your customer is billed on. Previously, the quantity was set to 1 with the total amount of the component noted in the unit price attribute. The actual quantity was only available in the line item description. This added functionality improves the ability to view and track in Xero the components sold to your customers.

For more information on Xero invoicing, see our documentation here>

Component Allocation History in Salesforce

Mirroring as much of your customers' subscription information in Chargify to your Salesforce environment is vital to creating efficiencies amongst your Sales and Customer Success Teams. After hearing from many of our customers currently leveraging our native integration, we are excited to share an exciting new feature in Salesforce! 

You can now view historical and current allocation of all components and their respective usage for each customers' subscription. This added visibility in Salesforce gives your team faster response times to take action and assist customers, preventing the need to look up component allocations in Chargify.  

For more information on configuring the subscription layout object for your Salesforce integration, see our documentation here>

HubSpot Integration: New Multi-site Support

Providing a consistent customer experience starts with having the right applications talking to each other, such as syncing your HubSpot environment with Chargify, leading to less friction between your sales & support teams. For our customers who are currently utilizing the NextGen HubSpot integration, or are planning to integrate soon, we have some very exciting news! 

Our Product Team dedicated to our native integration with HubSpot has been hard at work developing new Multi-site support so you can connect more than one Chargify site to one single HubSpot account! If you are using multiple sites to segment entities, revenue streams, products or customers, you can now leverage this within your HubSpot environment.

For more information on our HubSpot integration, see our documentation here>

Stripe BECS Direct Debit

As many of our customers continue to globalize, we want to provide strategic payment gateway partnerships that will help you scale. Because of this, we are excited to announce our continual partnership with Stripe by offering BECS Direct Debit!

Stripe BECS Direct Debit is a payment method available in the Stripe platform that allows Chargify merchants to easily collect Direct Debit payments in the Australian Dollar currency. Your subscriber may add existing banking information to seamlessly pay for products and services. This payment method allows you to take payments from customer bank accounts in Australia in 3 easy steps: 

  1. Customer selects BECS Direct Debit at checkout
  2. Customer completes the Direct Debit Request
  3. Customer gets notification that the payment is complete

Interested in enabling BECS payments with your Stripe account? Contact your Customer Success manager today or support@chargify.com.  

For more information on BECS Direct Debit, see our documentation here>

Our API documentation can be found here>

Salesforce Ad-hoc Invoice Creation

Having your sales team work in a platform they're most comfortable in without having to learn other systems (especially billing) can be a key component to creating efficiencies within the organization. At Chargify, our native Salesforce integration is set out to solve the swivel-chair movement between CRM and billing for your customer-facing teams. Due to recent feedback from our customers, we are very excited to announce a brand new feature for our Salesforce integration! 

To better enable your sales team to sell specialized deals, we have now added the ability to create ad-hoc or one-time invoices from Salesforce. These one-time invoices can have custom line item pricing as well as unique invoice billing and shipping addresses for added flexibility. Any time an invoice is created in Salesforce, it will automatically be synced over to Chargify. 

For more information about our Salesforce integration, see our documentation here>

HubSpot: New Subscription Details Link & Enhancements to Coupons and Setup Fees

Since the launch of our native HubSpot integration earlier this year, our beta users have provided valuable feedback leading to several updates over the past few weeks. Our latest enhancements are around Subscription record details and redesigning Coupon and Setup fees. 

You are now able to view Subscription Details in HubSpot and link from the Subscription details to the Subscription UI in Chargify from any Subscription record. In addition, Coupons and Setup Fees have also been redesigned, allowing for a more seamless workflow with HubSpot Quotes. Chargify custom fields are now selectable on HubSpot Deals and Contracts. 

We look forward to continuing to evolve our native integration to meet your business needs. If you are interested in this integration, please email us at support@chargify.com or contact your Chargify Customer Success Manager.

For more information on our HubSpot integration, see our documentation here>

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