IMPORTANT: Always check the Notes section in your HubSpot deal to view the status of your integration run

Q: What exactly does this integration do?

This integration helps you:

• Turn your HubSpot deals into Business Central invoices or orders

• Keep your HubSpot and Business Central product and customer data in sync

• Automate further with HubSpot Workflow actions

• View financial information directly in HubSpot

• Track sync status in your deal notes

Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?

Open the 'Notes' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successfully created invoice. Please note that Business Central sales order PDFs are created directly in Business Central and a PDF copy is not made available in HubSpot. If the integration runs into any errors, complete error details will be shown in the notes as well. You can make necessary changes and then click on the 'Replay' button provided in the notes to re-run the integration.

Q: I have installed the app, but how do I create the invoice/order now?

You have two options:

• Use automatic creation: Set up triggers for specific deal stages in Invoice/Order Settings of the app

• Add the Cloudify app to your HubSpot workflow actions
  Don't forget to check the deal notes after the integration runs

Q: I don't have access to HubSpot Workflows. What should I do?

HubSpot Workflows feature is included in Sales Hub, Service Hub, Marketing Hub and Operations Hub Professional plans. Please check and upgrade your existing plan to get access.

Q: Will the invoice/order be directly sent to my customer after it is created?

No. The integration only creates a draft invoice/order in Business Central. It won't be automatically sent to your customers.

Q: I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders in Business Central from HubSpot?

Yes, you can set up your own workflows in HubSpot's Automations section and add the Cloudify app to HubSpot Workflow Actions to generate the invoice/order.

Q: I am unable to import my Business Central customer and product data to HubSpot with this application

The direction of data flow is from HubSpot to Xero, not the other way around. Check the section named 'Data Flow between Business Central and HubSpot' in the left panel for more details.

Q: What if my HubSpot customer is not present in Business Central? Will the integration work?

Yes. The integration will create a new customer record in Business Central using the information from your contact/company a inssociated with the HubSpot deal.

Q: What if my HubSpot product is not present in Business Central? Will the integration work?

The app provides you three options to choose from if a product is not found in Business Central:

1. Take no action (Skips invoice/order generation)

2. Choose from a default product

3. Create a new product in Business Central

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order?

There are multiple ways to do so:

1. Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.

2. Using contact/company based workflows in Hubspot apps

Q: What if I don't want to manually go to each company or contact and update it?

In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.

Q: I have connected my Business Central account to HubSpot but I can't see the created invoice/order in Business Central

Check:

1. Your deal notes for any sync errors

2. Your Business Central connection status

3. If needed, try the "Replay" option available in the HubSpot deal notes

4. Contact support@cloudify.biz if the issues persist

Q: How can I re-run failed integration attempts?

Use the "Replay" option in your HubSpot deal's activity notes. This allows you to retry any failed sync attempts.

Q: Will I be charged if the integration fails due to a setting error at my end?

No. Failed integration attempts are not counted towards your usage limits. You will only be charged for successful invoice/order creations.

Q: I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Update product SKU information in HubSpot and 'Replay' the integration from deal notes. If you don't use SKU numbers for your HubSpot products, try updating the product search parameters to a 'Product name' instead of SKU in the app settings.

Q: I have moved the deal from one stage to another, but the invoice/order is not yet created.

Check:

1. If automatic creation is enabled for that stage from sync-settings of the app. Make sure a pipeline is added in the Invoice/Order settings of the app

2. Your HubSpot deal notes for any error messages

3. If all required information is present in the deal

4. Your Business Central connection status

Q: The generated invoice/order is missing some information, how can I correctly update this information?

1. Go to Connected Apps in HubSpot Settings

2. Navigate to sync settings

3. Review and update your field mappings (available for Customers, Products and Invoices/Orders)

4. Save your changes

5. Try creating the invoice/order again using the 'Replay' button in HubSpot deal notes

Q: How do I update the booked invoice data from Business Central in HubSpot?

Go to a company or contact in HubSpot and click on "Perform Sync" option from the Business Central CRM card in the right panel. This will generate booked invoice data for that particular company or contact

For any persistent issues or questions not covered here, please contact support@cloudify.biz for assistance or schedule a quick meeting with our team.