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Installation
Gettting the Most Out of the App
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 e-conomic invoices or orders
Keep your HubSpot and e-conomic product and customer data in sync
View financial information within HubSpot contact and companies
Use the app as a workflow action in HubSpot Workflows
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/quote creation was successful?
Open the 'Notes' section in your HubSpot deal to view the integration updates. You will find the PDF copy of the successful invoice/order/quote. If the integration ran into any errors, complete error details will be shown as well. You can make necessary changes and then click on the 'Replay' button in the note to re-run the integration.
Q: I have installed the app, but how do I create the invoice/order/quote now?
You have two options:
Use automatic creation: Set up triggers for specific deal stages in Sync Settings > Invoices/Orders/Quotes
Use the app as a workflow-action in HubSpot Workflows
Don't forget to check the deal notes after the integration runs
Q: Will the invoice/order/quote be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order/quote in e-conomic. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
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?
Yes, you can set up HubSpot Workflows and add the Cloudify app as a workflow-action to achieve invoice/order/quote creation.
Q: Can I connect my HubSpot account with multiple e-conomic accounts using Cloudify's app?
No. You can only connect one e-conomic account to one HubSpot account at a time. However, you can connect a new e-conomic account if needed, by disconnecting the existing e-conomic connection.
Q: I am unable to import my e-conomic customer and product data to HubSpot with this application.
The integration syncs customer and product data from HubSpot to e-conomic only, not the other way around.
Q: What if my HubSpot customer is not present in e-conomic? Will the integration work?
Yes. The integration will create a new customer record in e-conomic using the information from your HubSpot contact/company added in the deal.
Q: What if my HubSpot product is not present in e-conomic? Will the integration work?
The app provides you three options to choose from if a product is not found in e-conomic:
Take no action by skipping invoice/order/quote generation
Choose from a default product that serves as a placeholder
Create a new product in e-conomic
Q: I have connected my e-conomic account to HubSpot but I can't see the created invoice/order/quote in e-conomic
Check:
Your deal notes for any sync errors
Your e-conomic connection status
If needed, try the "Replay" option in deal notes
Contact support@cloudify.biz if issues persist
Q: How can I re-run failed integration attempts?
Use the "Replay" option in your 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/quote 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 have SKUs for your HubSpot products, try changing the search method to Product Name instead of SKU
Q: I have moved the deal from one stage to another, but the invoice/order/quote is not yet created
Check:
If a pipeline is added from the Invoice/Order/Quote Sync settings of the app
Your deal notes for any error messages
If all required information is present in the deal
Your e-conomic connection status
Q: The generated invoice/order/quote is missing some information, how can I correctly update this information?
Go to Connected Apps in HubSpot Settings
Navigate to sync settings
Review and update your field mappings
Save your changes
Try creating the invoice/order/quote again using the 'Replay' button
Q: How do I update the booked invoice data from e-conomic in HubSpot?
Go to a company or contact in HubSpot and click on "Perform Sync" option from the right panel. This will update the booked invoices financial data for that particular company or contact
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For any persistent issues or questions not covered here, please contact support@cloudify.biz for assistance.