Best Practices

1. Start with creating a test deal to verify all settings

2. Review the first few automated invoices/quotes carefully during the trial plan

3. Keep track of any manual adjustments needed

4. Document your configuration choices for ease of reference and training

Troubleshooting

1. Connection Problems:

   • Verify Login credentials

   • Check account permissions

   • Ensure stable internet connection

2. Sync Issues:

   • Verify matching fields are correctly mapped

   • Check for duplicate entries

   • Review error logs

Need help? Contact our support team:

• Book a meeting with our Integration Experts

• Email: support@cloudify.biz

• Support Hours: Monday-Friday, 5.30 AM - 2.00 PM CET

Next Steps

After completing the setup:

1. Run a test integration

2. Monitor the first few workflows

3. Train your team on the new workflow

4. Schedule a review after the first month

Remember, you can adjust these settings at any time by visiting the app-settings.

Looking for an advanced tailored integration solution based on your evolving business needs? Checkout our custom integration options for Hubspot here