Hey @JulBell, thank you for reaching out!
To use your Penny Lane data in HubSpot for reports or workflows, make sure the integration is set up correctly and syncing all necessary data. If the invoice amounts and payment statuses aren’t showing, you can create custom properties in HubSpot to capture this information. You can then use these properties in workflows to automate actions or create custom reports to track your data.
To our top experts, @Jnix284, @trevordjones any recommendations for @JulBell matter? Thank you.
Kindly,
Pam