> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# FAQs - Frequently Asked Questions

<Note>
  **IMPORTANT**: Always check the **Notes** section in your HubSpot deal to view the status of your integration run.
</Note>

<Accordion title="What exactly does this integration do?">
  This integration helps you:

  Turn your HubSpot deals into e-conomic invoices, orders or quotes

  Keep your HubSpot and e-conomic product and customer data in sync

  View financial information within HubSpot contact and companies

  Use the app as a workflow action in HubSpot Workflows

  Track sync status in your deal notes
</Accordion>

<Accordion title="My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order/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/order/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 in the note to re-run the integration.
</Accordion>

<Accordion title="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.
</Accordion>

<Accordion title="I have installed the app, but how do I create the invoice/order/quote now?">
  You have two options:

  Use automatic creation: Set up triggers for specific deal stages in Sync Settings > Invoices/Orders/Quotes

  Use the app as a workflow-action in HubSpot Workflows. Don't forget to check the deal notes after the integration runs
</Accordion>

<Accordion title="Will the invoice/order/quote be directly sent to my customer after it is created?">
  No. The integration only creates a draft invoice/order/quote in e-conomic. It won't be automatically sent to your customers. You'll need to send it to your customer manually for now.
</Accordion>

<Accordion title="I do not want to create invoices/orders/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders/quotes?">
  Yes, you can set up HubSpot Workflows and add the Cloudify app as a workflow-action to achieve invoice/order/quote creation.
</Accordion>

<Accordion title="How do I just create a customer in my accounting system from HubSpot if I don't want to create an invoice/order/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
</Accordion>

<Accordion title="What if I don't want to manually go to each company or contact and update it?">
  In that case, user will have to go with automatic deal to invoice flow where they can select draft document creation (will have to delete it later from their accounting system if they don't want it). This will ensure that customers and products gets updated in accounting system.
</Accordion>

<Accordion title="Can I connect my HubSpot account with multiple e-conomic accounts using Cloudify's app?">
  No. You can only connect one e-conomic account to one HubSpot account at a time. However, you can connect a new e-conomic account if needed, by disconnecting the existing e-conomic connection.
</Accordion>

<Accordion title="I am unable to import my e-conomic customer and product data to HubSpot with this application.">
  The integration syncs customer and product data from HubSpot to e-conomic only, not the other way around.
</Accordion>

<Accordion title="What if my HubSpot customer is not present in e-conomic? Will the integration work?">
  Yes. The integration will create a new customer record in e-conomic using the information from your HubSpot contact/company added in the deal.
</Accordion>

<Accordion title="What if my HubSpot product is not present in e-conomic? Will the integration work?">
  The app provides you three options to choose from if a product is not found in e-conomic:

  Take no action by skipping invoice/order/quote generation

  Choose from a default product that serves as a placeholder

  Create a new product in e-conomic
</Accordion>

<Accordion title="I have connected my e-conomic account to HubSpot but I can't see the created invoice/order/quote in e-conomic.">
  Check:

  Your deal notes for any sync errors

  Your e-conomic connection status

  If needed, try the "Replay" option in deal notes

  Contact [support@cloudify.biz](mailto:support@cloudify.biz) if issues persist
</Accordion>

<Accordion title="How can I re-run failed integration attempts?">
  Use the "**Replay**" option in your deal's activity notes. This allows you to retry any failed sync attempts.
</Accordion>

<Accordion title="Will I be charged if the integration fails due to a setting error at my end?">
  No. Failed integration attempts are not counted towards your usage limits. You will only be charged for successful invoice/order/quote creations.
</Accordion>

<Tip>
  **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](https://custom.cloudify.biz/)
</Tip>