FAQs - Frequently Asked Questions

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 Xero invoices or quotes

  • Keep your HubSpot and Xero product and customer data in sync

  • View financial information directly in HubSpot

  • Customize invoice/quote details like taxes and discounts

  • Track sync status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into Xero invoices or quotes

  • Keep your HubSpot and Xero product and customer data in sync

  • View financial information directly in HubSpot

  • Customize invoice/quote details like taxes and discounts

  • Track sync status in your deal notes

Q: What exactly does this integration do?

This integration helps you:

  • Turn your HubSpot deals into Xero invoices or quotes

  • Keep your HubSpot and Xero product and customer data in sync

  • View financial information directly in HubSpot

  • Customize invoice/quote details like taxes and discounts

  • 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/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/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 to re-run the integration.


Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/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/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 to re-run the integration.


Q: My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/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/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 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/quote now?

You have the following options:

  • Use automatic creation: Set up triggers for specific deal stages in Customer Sync Settings

  • Use manual creation: Click the "Create Invoice/Quote" button in your deal

  • Add the Cloudify app to your HubSpot workflow actions.

    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/quote now?

You have the following options:

  • Use automatic creation: Set up triggers for specific deal stages in Customer Sync Settings

  • Use manual creation: Click the "Create Invoice/Quote" button in your deal

  • Add the Cloudify app to your HubSpot workflow actions.

    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/quote now?

You have the following options:

  • Use automatic creation: Set up triggers for specific deal stages in Customer Sync Settings

  • Use manual creation: Click the "Create Invoice/Quote" button in your deal

  • Add the Cloudify app to your HubSpot workflow actions.

    Don't forget to check the deal notes after the integration runs


Q: Will the invoice/quote be directly sent to my customer after it is created?

No. The integration only creates a draft invoice/quote in Xero. 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/quote be directly sent to my customer after it is created?

No. The integration only creates a draft invoice/quote in Xero. 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/quote be directly sent to my customer after it is created?

No. The integration only creates a draft invoice/quote in Xero. 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/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?

Yes, you can remove any pipelines added in the "Invoice/Quote" settings of the Cloudify app and use the manual invoice creation process instead. Look for the "Create Invoice/Quote" button in your deal to create them when needed. Additionally, you can set up your own workflows and add the Cloudify app to HubSpot Workflow Actions to achieve invoice/quote creation.

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?

Yes, you can remove any pipelines added in the "Invoice/Quote" settings of the Cloudify app and use the manual invoice creation process instead. Look for the "Create Invoice/Quote" button in your deal to create them when needed. Additionally, you can set up your own workflows and add the Cloudify app to HubSpot Workflow Actions to achieve invoice/quote creation.

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?

Yes, you can remove any pipelines added in the "Invoice/Quote" settings of the Cloudify app and use the manual invoice creation process instead. Look for the "Create Invoice/Quote" button in your deal to create them when needed. Additionally, you can set up your own workflows and add the Cloudify app to HubSpot Workflow Actions to achieve invoice/quote creation.

Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?

No. You can only connect one Xero account to one HubSpot account at a time. However, you can switch between different Xero organisations within a single Xero account.

Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?

No. You can only connect one Xero account to one HubSpot account at a time. However, you can switch between different Xero organisations within a single Xero account.

Q: Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?

No. You can only connect one Xero account to one HubSpot account at a time. However, you can switch between different Xero organisations within a single Xero account.

Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

Yes, but you'll need to select which tenant/organisation to connect with during setup. You can only connect to one tenant at a time.

Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

Yes, but you'll need to select which tenant/organisation to connect with during setup. You can only connect to one tenant at a time.

Q: I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?

Yes, but you'll need to select which tenant/organisation to connect with during setup. You can only connect to one tenant at a time.

Q: How do I just create a customer in my accounting system from Hubspot if I don't want to create an invoice/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/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/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


Getting the error: The workflow execution failed due to this error: "Please enable payment on the selected sales account for paid invoices"

Getting the error: The workflow execution failed due to this error: "Please enable payment on the selected sales account for paid invoices"

Getting the error: The workflow execution failed due to this error: "Please enable payment on the selected sales account for paid invoices"

I am unable to split an invoice. The option is disabled

I am unable to split an invoice. The option is disabled

I am unable to split an invoice. The option is disabled