The Three Systems

The EO rollout joins three systems into one pipeline. Each owns a distinct job, and they hand off to each other in a fixed order. Understanding which system does what makes everything else — the application flow, the required fields, and the critical rules — much easier to follow.

HubSpot — the CRM and front door

HubSpot is where chapters live day to day. Each chapter has its own pipeline. The chapter manager imports prospects and moves them through qualification stages, and the global membership team reviews and approves applicants — all inside HubSpot. Nothing leaves HubSpot until an applicant is approved.

Altai — the membership database

Altai is EO's core membership database. It is the system of record for who is actually a member. When an applicant is approved in HubSpot, their record is pushed into Altai through an API as a Contact plus a Participation Record, carrying the correct chapter, membership type, dates, and status. (The exact fields that have to be right are listed on Required Altai Fields.)

ChargeBee — payments

ChargeBee is the payment platform. It is never triggered by hand. When Altai receives an approved applicant, it instructs ChargeBee to send that person a payment link. Once payment clears, the member is fully onboarded.

How they connect

The three systems form a one-way chain, with each step triggering the next:

1. HubSpot — prospect is tracked and approved.
2. Altai — approved record is pushed in via API.
3. ChargeBee — Altai triggers the payment link.

Related pages

• Application → Member Flow — the full end-to-end journey, step by step.
• Required Altai Fields — the fields that must be correct for the hand-off to work.
• Critical Rules — the non-negotiables that keep the pipeline safe.