Scope

Is there a way to pre-fill some fields during the checkout via Hubspot, after the email is entered knowing the contact info on Chargebee?

How to auto-populate fields in the Chargebee checkout links generated via Hubspot integration?

Summary  

It is possible to have the contact information like phone number etc., pre-filled while going through the checkout process via Hubspot.

Note: 

I. We have sunset the Hubspot legacy integration on March 3, 2023 which will not be available on the Marketplace. 

II. We have migrated from Hubspot legacy to Hubspot Quote to Cash (Q2C) integration, with the release of self-serve flows for customer and subscription sync from Chargebee to Hubspot which also have all features that was on the legacy integration. 

III.  This migration will not impact the existing users and they will continue to use the integration normally as before. Reach out to us from here to know more.

Solution 

If you update the customer field on the Chargebee page and generate the checkout link via Hubspot, that link will contain the pre-filled information automatically.

See the example below:

Chargebee customer is being updated with the phone number

And as soon as you update and refresh the checkout link generated from Hubspot the phone number gets updated there automatically.

Customer (Account) Fields that are enabled to display in checkout (under Checkout settings) will be auto-populated if they are added on the Chargebee customer record