> ## 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.

# Best Practices and Support

## Best Practices

1. Start with creating a test deal to verify all settings
2. Review the first few automated invoices/quotes carefully during the trial plan
3. Keep track of any manual adjustments needed
4. Document your configuration choices for ease of reference and training

***

## Troubleshooting

### Connection Problems

* Verify login credentials
* Check account permissions
* Ensure a stable internet connection

### Sync Issues

* Verify matching fields are correctly mapped
* Check for duplicate entries
* Review error logs

***

## Need Help? Contact Our Support Team

* [**Book a meeting with our Integration Experts**](https://meetings.hubspot.com/cloudify/app-assistance)
* Email: [**support@cloudify.biz**](mailto:support@cloudify.biz)
* Support Hours: Monday–Friday, **5:30 AM – 2:00 PM CET**

***

## Next Steps

After completing the setup:

1. Run a test integration
2. Monitor the first few workflows
3. Train your team on the new workflow
4. Schedule a review after the first month

<Note>
  You can adjust these settings at any time by visiting the app settings.
</Note>

Looking for an advanced tailored integration solution based on your evolving business needs? Check out our custom integration options for Pipedrive [here](https://cloudify.biz/marketplace/products/pipedrive-integrations).

<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>