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Billing Connector for HubSpot

By Lana Lee posted 04-15-2024 09:39

  

HubSpot is a CRM and CPQ that is gaining momentum in the market. This connector helps complete business processes from HubSpot in Zuora to provide your business the subscription backend along with auditing, compliance and revenue capabilities.  On April 10th, we were joined by Associate Product Manager Sheetal Prakash who gave an overview of the connector along with a demonstration. 

Watch full video | View presentation

 

Hubspot Connector Overview

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Hubspot Connector for Zuora Billing

Zuora’s Billing connector to Hubspot allows customers to complete business processes by creating Zuora Subscriptions, orders, invoices, payments and recognizing revenue. Additionally, it streamlines sales rep activity and provides a business the compliance and auditing backend required for finance teams with Zuora.

What is included

  • Bi-directional connector syncing business critical objects
  • Pre configured data mapping of the two systems
  • Sequencing, the 6-7 commonly used APIs to synch data and orchestrate the sequenced order action APIs
  • Manages the complexities 

 

Hubspot Integration

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Hubspot Connector for Zuora Billing

Chart 1: High-level object model mapping and alignment between Hubspot and Zuora

 

Details:

  • No complex installations or technical expertise needed ensuring seamless configuration
  • No Impact on HubSpot’s data with object model alignment
  • Sync custom fields along with the standard fields to transfer supporting information for downstream processes
  • Use advance charge models in Zuora to close deals in HubSpot
  • Sync the company, associated contacts, deals and products along with custom fields in one single click 

 

View of Zuora Data Directly Within Your HubSpot

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Hubspot Connector for Zuora Billing

Chart 2: Real-time sync of data from Zuora every time you load HubSpot to empower your business in HubSpot



Troubleshoot with Ease via System Health

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Hubspot Connector for Zuora Billing

Chart 3: Access real-time debug logs for self-serving capabilities

 

Troubleshooting Made Beyond Convenient

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Hubspot Connector for Zuora Billing

Chart 4: Access post-sync logs directly within HubSpot's interface, eliminating the necessity to switch to Zuora's System Health Dashboard for log inspection and sync status.

 

Connector Configuration

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2-step Zuora setup + 1 step Zuora app installation in Hubspot to start syncing data.

Hubspot Connector for Zuora Billing

 

 

Demonstration - Zuora Billing Connector for Hubspot

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Billing Connector for HubSpot

 

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