CRM
HubSpot and WeClapp payment advice sync.
Guides
Payment advice: Search in CRM and HubSpot import filters
Search payment advices in CRM and configure HubSpot import filters.
Payment advice: Sync to WeClapp (allocation write-back)
Sync payment advice allocations to WeClapp with retry controls.
Multi-customer payment advice sync to WeClapp
Sync payment advice allocations to WeClapp when one bank inflow covers multiple customers.
Open items and payment write-back staging
Stage open-item payments and write back to WeClapp when linked.