How it Works

This guide shows you how the HubSpot integration works to sync customers created inside your subscription management tool into your HubSpot CRM boards. This way you can look at subscriptions and invoices tied to contacts from within HubSpot contact cards. 

Customers to Contacts Sync

1. This is a HubSpot Contacts board. 

2. This is the Customers module inside SubscriptionFlow. Click on ‘Create Customer’ and follow this guide to create a new customer. 

3. Here a new customer called Jason Stillman was created. Next create a subscription for this customer following this guide.  

4. Now a new customer with an active subscription has been created inside your Customers module. Navigate back to your HubSpot Contacts. 

5. A new contact named Jason Stillman has been auto-synced into your connected HubSpot account. 

6. Click ‘Preview’ to take a look at this contact’s details. 

7. In the contact detailed card scroll down to find this customer’s subscription and invoice details fetched from inside SubscriptionFlow.