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.
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Hubspot Connector Overview
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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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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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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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Chart 3: Access real-time debug logs for self-serving capabilities
Troubleshooting Made Beyond Convenient
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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.
Demonstration - Zuora Billing Connector for Hubspot
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