1.Detect subscription activation
Integrate Chargebee to watch for subscription activated events and trigger CRM company lookup by identifier.
Update company record and associate contact on activation
Automatically monitor subscription activated events across Chargebee and HubSpot. Create and update company and contact records when activation happensβso you can keep billing context current and avoid manual CRM data entry.
How this automation updates your company and contact records
When subscription activations happen outside your CRM, accounts lose renewal and billing context. This automation finds or creates companies and contacts, updates activation fields, and creates contact-to-company associationsβso your team stays aligned in one place.
Chargebeeor swap with your favorite app
2.Find or create company
Integrate HubSpot, CRM data matching tools, and mapping fields to find or create a company by subscription identifier.
HubSpotor swap with your favorite app
3.Update company record
Integrate HubSpot and CRM property mapping to update activation date, renewal date, status, and subscription link.
4.Find or create contact
Integrate HubSpot and CRM data matching to find or create a contact by email and map name details.
5.Create contact association
Integrate HubSpot and CRM relationships tools to associate the contact to the updated company using an association type.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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