Using Pennylane properties

[JulBell]

Hello,

I have Pennylane to connect to HubSpot
It shows me in the object the invoice amounts and especially the payment status.

I'd like to use this information in reports or workflows. How can I do this?

The information is not shown in properties

Thanks,

Jules

[JulBell]

Hi PamCotton, the invoice amounts and payment statuses shown on the Pennylane object but i can't capture this information to use on WF or repport...

[PamCotton]

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

[JulBell]

Hi Pam, is it possible to flag the topic as unsolved ?

idk why it's wirte as Solved 😁

thanks

[Jnix284 · Accepted solution]

@JulBell when you open a workflow in your HubSpot account, do you see Pennylane as an option under Integrated apps?

It would appear below all of the HubSpot actions at the bottom here in the Integrated apps section:

If you can share screenshots of the available actions, we can determine what's possible to configure together.

[JulBell]

Hi Jnix,

Pennylane is not in integration app for my Workflow

[Jnix284]

@JulBell how are you connecting Penny lane? Is it through an app integration or a custom integration?