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FAQs - Frequently Asked Questions
FAQs - Frequently Asked Questions
Table of Content
Table of Content
Note
IMPORTANT: Always check the "All" subsection under the History section of your Pipedrive deals to view the status of your integration run.
For any persistent issues or topics not covered here, please contact support@cloudify.biz for assistance
What exactly does this integration do?
What exactly does this integration do?
What exactly does this integration do?
I have installed the app, but how do I create the invoice/quote now?
I have installed the app, but how do I create the invoice/quote now?
I have installed the app, but how do I create the invoice/quote now?
Will the invoice/quote be directly sent to my customer after it is created?
Will the invoice/quote be directly sent to my customer after it is created?
Will the invoice/quote be directly sent to my customer after it is created?
How do I control when invoices/quotes are created?
How do I control when invoices/quotes are created?
How do I control when invoices/quotes are created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I make sure that the address of my customer is shown on the invoice/quote that gets created?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
How do I just create a customer in my accounting system from Pipedrive if I don't want to create an invoice/quote?
What if I don't want to manually go to each company or contact and update it?
What if I don't want to manually go to each company or contact and update it?
What if I don't want to manually go to each company or contact and update it?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?
Can I connect my Pipedrive account with multiple Xero accounts using Cloudify's app?
I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?
I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?
I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?
I am unable to import my Xero customer and product data to Pipedrive with this application
I am unable to import my Xero customer and product data to Pipedrive with this application
I am unable to import my Xero customer and product data to Pipedrive with this application
What if my Pipedrive contact is not present in Xero? Will the integration work?
What if my Pipedrive contact is not present in Xero? Will the integration work?
What if my Pipedrive contact is not present in Xero? Will the integration work?
What if my Pipedrive product is not present in Xero? Will the integration work?
What if my Pipedrive product is not present in Xero? Will the integration work?
What if my Pipedrive product is not present in Xero? Will the integration work?
I have connected my Xero account to Pipedrive but I can't see the created invoice/quote in Xero
I have connected my Xero account to Pipedrive but I can't see the created invoice/quote in Xero
I have connected my Xero account to Pipedrive but I can't see the created invoice/quote in Xero
How can I re-run failed integration attempts?
How can I re-run failed integration attempts?
How can I re-run failed integration attempts?
Will I be charged if the integration fails due to a setting error at my end?
Will I be charged if the integration fails due to a setting error at my end?
Will I be charged if the integration fails due to a setting error at my end?
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