Installation
Configuration
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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 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: 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: 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: 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: 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 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: 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: 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: 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: 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: 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: 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: 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: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/order/quote?
There are multiple ways to do so:
Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.
Using contact/company based workflows in Hubspot apps
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?
There are multiple ways to do so:
Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.
Using contact/company based workflows in Hubspot apps
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?
There are multiple ways to do so:
Manually open each company or contact in Hubspot respectively and click on "Update" in the CRM card.
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: 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: 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: 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: 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: 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.