Getting started

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Getting started

Table of Content

Table of Content

Setting up the HubSpot to e-conomic Integration

Now that you've installed the app and connected your accounts, it's time to configure how information flows between HubSpot and e-conomic. The quick install already covered the essential settings. With this guide you will be able to further customize your app, if needed.

To find the settings page:

  • Find the Marketplace icon (top of the page) -> Click on "Connected apps"

    HubSpot to e-conomic Integration
  • Click on the e-conomic app . Click "Action"

    HubSpot to e-conomic Integration
  • Select "Go to settings"

    HubSpot to e-conomic Integration
  • Click on "Sync settings"

    HubSpot to e-conomic Integration

And you have arrived

The setup process is divided into three main areas:

1. Customer Settings

2. Product Settings

3. Invoice/Order Settings

Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let's start by looking at the Customer Settings.

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

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