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FAQs - Frequently Asked Questions
Tip
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
How can I cancel my subscription ?
How can I cancel my subscription ?
How can I cancel my subscription ?
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