Installation
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FAQs - Frequently Asked Questions
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: 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: 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: 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: 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 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 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: 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: 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: 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: 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 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 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: 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: 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 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 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:
Take no action (Skips invoice/order generation)
Choose from a default product
Create a new product in Business Central
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:
Take no action (Skips invoice/order generation)
Choose from a default product
Create a new product in Business Central
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:
Take no action (Skips invoice/order generation)
Choose from a default product
Create a new product in Business Central