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Getting Started
Installation
Configuration
Get the Most Out of the App
Note
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?
Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order/quote creation was successful?
Q: I don't have access to HubSpot Workflows. What should I do?
Q: I have installed the app, but how do I create the invoice/order/quote now?
Q: Will the invoice/order/quote be directly sent to my customer after it is created?
Q: I do not want to create invoices/orders/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders/quotes?
Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order/quote?
Q: What if I don't want to manually go to each company or contact and update it?
Q: Can I connect my HubSpot account with multiple e-conomic accounts using Cloudify's app?
Q: I am unable to import my e-conomic customer and product data to HubSpot with this application.
Q: What if my HubSpot customer is not present in e-conomic? Will the integration work?
Q: What if my HubSpot product is not present in e-conomic? Will the integration work?
Q: I have connected my e-conomic account to HubSpot but I can't see the created invoice/order/quote in e-conomic
Q: How can I re-run failed integration attempts?
Q: Will I be charged if the integration fails due to a setting error at my end?
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