> ## 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

> Answers to common questions about the HubSpot Tripletex integration.

<Note>
  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 HubSpot deals into Tripletex invoices or orders
  * keep HubSpot and Tripletex customer and product data in sync
  * automate additional processes using HubSpot workflow actions
  * view financial information directly in HubSpot
  * track integration 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 creation was successful?">
  Open the **Notes** section in the HubSpot deal.

  You can review the integration updates there. If the invoice or order was created successfully, the integration status will appear in the notes. If the run failed, the error details will also appear there so you can correct the issue and replay the run.
</Accordion>

<Accordion title="Will the invoice/order be directly sent to my customer after it is created?">
  The integration focuses on creating the invoice or order in Tripletex.

  Sending the document to the customer depends on your Tripletex process and how you handle document delivery after creation.
</Accordion>

<Accordion title="I do not want to create invoices/orders automatically when a deal is moved from one stage to another. Is there any other way to create invoices/orders in Tripletex from HubSpot?">
  Yes. You can use HubSpot workflow actions and other controlled automation setups instead of relying only on deal-stage movement.

  This gives you more flexibility over when the integration should run.
</Accordion>

<Accordion title="I am unable to import my Tripletex customer and product data to HubSpot with this application.">
  First check that your Tripletex account is connected correctly and that the required permissions and configuration are in place.

  If the connection is valid but data still does not appear, review the app settings and contact support with the error details from the integration notes.
</Accordion>

<Accordion title="What if my HubSpot customer is not present in Tripletex? Will the integration work?">
  Yes, it can still work if your company sync settings are configured to create a new customer when no existing Tripletex match is found.

  Make sure your company search rules, customer number preference, and field mappings are configured correctly.
</Accordion>

<Accordion title="What if my HubSpot product is not present in Tripletex? Will the integration work?">
  Yes, depending on your **Product Sync Settings**.

  When a product is not found, you can choose to:

  * stop invoice creation
  * use a pre-chosen default product
  * create a new product in Tripletex using your field mappings
</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?">
  Use the company sync setup and relevant workflow automation to create or update customer records without tying the action to invoice or order creation.

  This is useful when you want to prepare customer data in Tripletex before billing happens.
</Accordion>

<Accordion title="What if I don't want to manually go to each company or contact and update it?">
  Use HubSpot workflows and automation to update records in bulk or trigger sync behavior automatically.

  This reduces the need for manual updates on each company or contact record.
</Accordion>

<Accordion title="I have connected my Tripletex account to HubSpot but I can't see the created invoice/order in Tripletex.">
  Check the **Notes** section in the HubSpot deal first.

  If the run failed, the error should be shown there. Also confirm that:

  * the correct pipeline and stage are selected
  * the customer and product setup is valid
  * required fields and mappings are complete
  * your Tripletex connection is still active
</Accordion>

<Accordion title="How can I re-run failed integration attempts?">
  Open the HubSpot deal notes, review the error, fix the underlying issue, and use the **Replay** option to run the integration again.
</Accordion>

<Accordion title="Will I be charged if the integration fails due to a setting error at my end?">
  Billing depends on your Cloudify subscription logic and how failed runs are counted.

  If this matters for your account, it is best to confirm it directly with Cloudify support.
</Accordion>

<Accordion title="I get the error &#x22;Workflow execution failed: <SKU should not be empty>&#x22;. What should be done here?">
  This usually means one or more HubSpot line items are missing a SKU or the selected product matching field is empty.

  Check the affected product records and make sure the required identifier is populated consistently before replaying the run.
</Accordion>

<Accordion title="I have moved the deal from one stage to another, but the invoice/order is not yet created.">
  Check the following:

  * the selected pipeline and deal stage match your sync rule
  * required customer and product data is present
  * mandatory mappings such as delivery date are completed where needed
  * the integration result in the deal notes does not show an error

  If there is an error, correct it and replay the run.
</Accordion>

<Accordion title="The generated invoice/order is missing some information. How can I correctly update this information?">
  Review your company, product, and order/invoice field mappings in the app settings.

  Missing or incorrect output usually means a required HubSpot field is empty or not mapped correctly to the corresponding Tripletex field.
</Accordion>

## Need something more advanced?

If you need tailored integrations, specialised mappings, or workflow automations, Cloudify also offers custom integration services.

<Button href="https://custom.cloudify.biz">
  Advanced Integration Settings
</Button>