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Synchronize company with Zuora accounts

Zuora

Synchronize company with Zuora accounts

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The Account object in Zuora is correlated with the company data in HubSpot. Additionally, the connector ensures that HubSpot's company contacts are synchronized with Zuora's accounts.

Key details about company synchronization

  • In HubSpot synchronization, the presence of contacts in the company is optional. 
  • The company mandates filling in fields like country and state. The Zuora connector also allows additional fields like city and pin code to meet tax requirements.

Contact Management

  • The connector supports using the address on the company, such as country, state, and pincode, to create a bill to and sell to contacts in Zuora, with the names for these contacts derived from the company names themselves. Additionally, the connector supports designating specific contacts associated with the company to be used as the Bill to/sold to contact. See Functional Capabilities to map contacts between the two systems. 

  • The connector would not sync additional contacts on the company that are not marked as bill to/sold to. At any point in time, the connector will create at most two contacts on the Zuora account to represent the bill and sell it as part of the company sync.

  • If specific contacts from the company are designated as bills and sold to, the connector will use the address and information on the contact to create the contacts in Zuora and not cross-reference the details on the company.

  • The connector supports creating and updating the contacts during subsequent syncs. This also includes updating the data derived from the field mapping configuration specified in the connector configuration.

Functional Capabilities

Set Bill To and Sold To contacts in Zuora account

  1. To access HubSpot Associations, go to Access Settings > Data Management > Contacts > Associations.
  2. Create new associations of type Contacts to Company with the following configurations:
    • Label Bill To with internal name: bill_to_contact_company
    • Label Sold To with internal name: sold_to_contact_company

Steps to mark contacts on company

  1. Navigate to the company and access the contact intended for the Bill To contact in Zuora Account.
  2. Designate the contact as Bill To using the created association.
  3. Follow similar steps for specifying the Sold To contact.

Synchronize company from HubSpot

A CRM card labeled Sync Object To Zuora will contain two buttons:

  • Sync Company with Deals: Syncs the specified company with all related deals and contacts.
  • Sync Company and Contacts Only: Syncs the company and its contacts, excluding deals.

Once synchronization is complete, the corresponding Zuora data can be accessed from the company’s associated CRM card. The card also includes significant account-related information.