Syncing Your Quote or Invoice to Match the Deal

If your quote or invoice doesn’t match the corresponding deal in your CRM, try the following troubleshooting solutions to see if there’s a quick solution:

  • Refresh: In Paycove, open the specific quote/invoice that doesn’t match and refresh it in the CRM extension on the right side of the screen.
  • Import Deals from CRM: Make sure you Sync CRM Data on either your quote or invoice able.

For HubSpot:

  • Open the specific deal in HubSpot
  • On the right under Paycove, click on Actions to Refresh the deal.

For Pipedrive: 

  • Open the specific deal in Pipedrive
  • You can refresh the invoice/quote in the deal’s timeline.

Products

  • If your products aren’t matching properly, go to Products on Paycove and import the products from your CRM.  Be sure to click save.

  • For HubSpot, make sure you enable HubSpot Products by going to CRM Settings and clicking the checkbox at the bottom. Don't forget to save your changes.

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