FAQs - Frequently Asked Questions - Cloudify Documentation

FAQs - Frequently Asked Questions

IMPORTANT: Always check the Notes section in your HubSpot deal to view the status of your integration run.

My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/order creation was successful?

Check the Notes section of the HubSpot deal. The integration logs will show whether the invoice or order was successfully created or if any errors occurred.

I have installed the app, but how do I create the invoice/order now?

Invoices or orders are created automatically when a deal reaches the configured stage based on your Invoice/Order Sync Rules.

I don't have access to HubSpot Workflows. What should I do?

You need access to HubSpot Workflows to use automation features. Contact your HubSpot admin to enable the required permissions or upgrade your plan if needed.

Will the invoice/order be directly sent to my customer after it is created?

No. The integration creates a draft invoice or order in Business Central. You can review and send it manually from Business Central.

I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way?

Yes. Instead of automatic creation, you can configure your workflows or manually trigger invoice/order creation based on your preferred process.

I am unable to import my Business Central customer and product data to HubSpot with this application

This integration is primarily designed to push data from HubSpot to Business Central. Importing data back into HubSpot is limited to specific use cases.

What if my HubSpot customer is not present in Business Central? Will the integration work?

Yes. If no matching customer is found, the integration will create a new customer in Business Central based on your Customer Settings configuration.

What if my HubSpot product is not present in Business Central? Will the integration work?

Yes. Depending on your Product Sync Rules, the integration can:

Skip invoice creation
Use a default product
Create a new product

What if I don't want to manually go to each company or contact and update it?

You can automate updates using HubSpot workflows or configure mappings so data is synced automatically without manual intervention.

How do I just create a customer in my accounting system from HubSpot if I don't want to create an invoice/order?

You can configure workflows to only create customers without triggering invoice or order creation.

I have connected my Business Central account to HubSpot but I can't see the created invoice/order in Business Central

Check:

Sync rules configuration
Deal stage conditions
Integration logs in HubSpot notes

How can I re-run failed integration attempts?

Use the activity logs / replay functionality to retry failed actions.

Will I be charged if the integration fails due to a setting error at my end?

Yes, depending on your plan, failed attempts may still count toward usage. Ensure settings are configured correctly before running live processes.

I get the error "Workflow execution failed: <SKU should not be empty>". What should be done here?

Ensure that all products in your deal have a valid SKU or product identifier, as required by your Product Sync Rules.

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FAQs - Frequently Asked Questions