Always check the Notes section in your HubSpot deal to view the status of your integration run
What exactly does this integration do?
What exactly does this integration do?
This integration helps you:
- Turn your HubSpot deals into Xero invoices or quotes
- Keep your HubSpot and Xero product and customer data in sync
- View financial information directly in HubSpot
- Customize invoice/quote details like taxes and discounts
- Track sync status in your deal notes
My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/quote creation was successful?
My HubSpot deal has moved to the required deal stage. Where do I check if the invoice/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/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 to re-run the integration.
I don't have access to HubSpot Workflows. What should I do?
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.
I have installed the app, but how do I create the invoice/quote now?
I have installed the app, but how do I create the invoice/quote now?
You have the following options:
- Use automatic creation: Set up triggers for specific deal stages in Customer Sync Settings
- Use manual creation: Click the “Create Invoice/Quote” button in your deal
- Add the Cloudify app to your HubSpot workflow actions.
Don’t forget to check the deal notes after the integration runs
Will the invoice/quote be directly sent to my customer after it is created?
Will the invoice/quote be directly sent to my customer after it is created?
No. The integration only creates a draft invoice/quote in Xero. It won’t be automatically sent to your customers. You’ll need to send it to your customer manually for now.
I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?
I do not want to create invoices/quotes automatically when a deal is moved from one stage to another. Is there any other way to create invoices/quotes?
Yes, you can remove any pipelines added in the “Invoice/Quote” settings of the Cloudify app and use the manual invoice creation process instead. Look for the “Create Invoice/Quote” button in your deal to create them when needed. Additionally, you can set up your own workflows and add the Cloudify app to HubSpot Workflow Actions to achieve invoice/quote creation.
Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?
Can I connect my HubSpot account with multiple Xero accounts using Cloudify's app?
No. You can only connect one Xero account to one HubSpot account at a time. However, you can switch between different Xero organisations within a single Xero account.
I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?
I have multiple tenants/organisations within my Xero account, can I use your integration within all the tenants?
Yes, but you’ll need to select which tenant/organisation to connect with during setup. You can only connect to one tenant at a time.