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FAQs - Frequently Asked Questions
FAQs - Frequently Asked Questions
Table of Content
Table of Content
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: What exactly does this integration do?
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/quote creation was successful?
Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/quote creation was successful?
Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/quote creation was successful?
Q: I don't have access to HubSpot Workflows. What should I do?
Q: I don't have access to HubSpot Workflows. What should I do?
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/quote now?
Q: I have installed the app, but how do I create the invoice/quote now?
Q: I have installed the app, but how do I create the invoice/quote now?
Q: Will the invoice/quote be directly sent to my customer after it is created?
Q: Will the invoice/quote be directly sent to my customer after it is created?
Q: Will the invoice/quote be directly sent to my customer after it is created?
Q: I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?
Q: I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?
Q: I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?
Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?
Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?
Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?
Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?
Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?
Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?
Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/quote?
Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/quote?
Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/quote?
Q: What if I don't want to manually go to each company or contact and update it?
Q: What if I don't want to manually go to each company or contact and update it?
Q: What if I don't want to manually go to each company or contact and update it?
Q: I am unable to import my Xero customer and product data to HubSpot with this application
Q: I am unable to import my Xero customer and product data to HubSpot with this application
Q: I am unable to import my Xero customer and product data to HubSpot with this application
Q: What if my HubSpot customer is not present in Xero? Will the integration work?
Q: What if my HubSpot customer is not present in Xero? Will the integration work?
Q: What if my HubSpot customer is not present in Xero? Will the integration work?
Q: What if my HubSpot product is not present in Xero? Will the integration work?
Q: What if my HubSpot product is not present in Xero? Will the integration work?
Q: What if my HubSpot product is not present in Xero? Will the integration work?
Q: I have connected my Xero account to HubSpot but I can't see the created invoice/quote in Xero
Q: I have connected my Xero account to HubSpot but I can't see the created invoice/quote in Xero
Q: I have connected my Xero account to HubSpot but I can't see the created invoice/quote in Xero
Q: How can I re-run failed integration attempts?
Q: How can I re-run failed integration attempts?
Q: How can I re-run failed integration attempts?
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