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Product Rules

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Product Rules

Table of Content

Table of Content

Product Sync Rules define how products from HubSpot are matched with those in e-conomic, enabling a simple field-based matching or a direct connection without searching to ensure accurate product syncing and invoicing.

Simple Search

This feature is used to match products between HubSpot and e-conomic by correlating a specific field, such as SKU or product number. It's particularly useful for users who have long product lists. Choose the corresponding field in HubSpot and e-conomic for automatic identification from the respective dropdowns.

Simple Search
Direct Link

You can connect products directly without searching. This option is useful for users who have short product lists. Map the Hubspot fields with the e-conomic fields and click "Save Mappings".

Direct Link
Advance Settings

This option is useful when a product is not found in the search. It offers three options, which are:

  • Skip Invoice Generation: Select this option if you prefer not to create an invoice when a product isn't found in e-conomic.


    Skip Invoice Generation:


  • Use a Default Product: When a product is not found in the e-conomic, it will use a default product from the e-conomic for generating the invoice. If you select this option, you must specify a default product from your e-conomic product list.


    Use a Default Product


  • Create a new product in e-conomic: This option is for automatically generating a new product entry in e-conomic when a matching item isn't found, using product details from HubSpot. You must specify the product group to ensure the new product aligns with the correct category in e-conomic. Select the product group and click "Finish".


    Create a new product in e-conomic:
Sync deals which do not have products associated with them

  • This option is applicable when there are no products in a deal, and the user wants to sync the deal. You can check this option. Select the product and click "Finish".

Sync deals which do not have products associated with them

Got unique integration needs?

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

Advanced Integration Settings

Advanced Integration Settings

Advanced Integration Settings

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Customer Search Rules

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One-click Invoices/Order/Quotes

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Advance Settings

Sync deals which do not have products associated with them

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