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 Tripletex invoices or orders
Keep your HubSpot and Tripletex 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 Tripletex invoices or orders
Keep your HubSpot and Tripletex 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 Tripletex invoices or orders
Keep your HubSpot and Tripletex 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/order. 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/order. 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/order. 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: Will the invoice/order be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/order in Tripletex. 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 Tripletex. 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 Tripletex. 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 Tripletex 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 Tripletex 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 Tripletex 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 Tripletex 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 Tripletex and HubSpot' in the left panel for more details.
Q: I am unable to import my Tripletex 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 Tripletex and HubSpot' in the left panel for more details.
Q: I am unable to import my Tripletex 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 Tripletex and HubSpot' in the left panel for more details.
Q: What if my HubSpot customer is not present in Tripletex? Will the integration work?
Yes. The integration will create a new customer record in Tripletex using the information from your contact/company a inssociated with the HubSpot deal.
Q: What if my HubSpot customer is not present in Tripletex? Will the integration work?
Yes. The integration will create a new customer record in Tripletex using the information from your contact/company a inssociated with the HubSpot deal.
Q: What if my HubSpot customer is not present in Tripletex? Will the integration work?
Yes. The integration will create a new customer record in Tripletex using the information from your contact/company a inssociated with the HubSpot deal.
Q: What if my HubSpot product is not present in Tripletex? Will the integration work?
The app provides you three options to choose from if a product is not found in Tripletex:
Take no action (Skips invoice/order generation)
Choose from a default product
Create a new product in Tripletex
Q: What if my HubSpot product is not present in Tripletex? Will the integration work?
The app provides you three options to choose from if a product is not found in Tripletex:
Take no action (Skips invoice/order generation)
Choose from a default product
Create a new product in Tripletex
Q: What if my HubSpot product is not present in Tripletex? Will the integration work?
The app provides you three options to choose from if a product is not found in Tripletex:
Take no action (Skips invoice/order generation)
Choose from a default product
Create a new product in Tripletex
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/org or contact/people 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/org or contact/people 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/org or contact/people 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.