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Currency-R8

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Aplicación

Currency-R8

Comprehensive real-time & scheduled currency conversion for HubSpot

Desarrollado por
Address Health
Instalaciones
Más de 100 instalaciones
Clasificación

4,6(7)

Inicia sesión para instalarRequiere suscripción a Currency-R8

Requisitos

Plan de HubSpot
Permisos de cuenta de HubSpot
Ver los permisos de cuenta requeridos
Suscripción: Currency-R8
Suscripciones: Essential (Most Popular), Pro o Enterprise

Vista general

Currency-R8 is a comprehensive real-time & scheduled currency conversion app for HubSpot.

1. Schedule daily, weekly or monthly rate updates for any or all of the currencies you have set up in HubSpot.

2. Instantly lookup and convert deal amounts (including line items) to the currency of your choice, without leaving HubSpot.

3. Add currency conversion to your deal workflows.

4. 150+ currencies available

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No more having to manually update your HubSpot currencies. Currency-R8 scheduler automatically recognises all currencies you have set up on your HubSpot portal. All you need to do is set which currencies you want updated, how often (daily, weekly or monthly) you want the updates to happen and whether you want to use a live rate, an average of the past 30 days rate or an average of the month-to-date rate.

Your sales team will love the Currency-R8 card, which sits right inside the deal screen and automatically recognises your existing deal and line items currency and amount. Use this to instantly lookup the value of your deal in 150+ currencies, using real-time rates, by simply clicking a button and selecting the currency you require. Choose to automatically update your deal (and line items) with the new currency and amount, copy the new amount to the clipboard for use elsewhere or simply close the lookup window with no further action, the choice is yours. (Note: the card feature can be disabled if you purely want to use Currency-R8 Scheduler or within workflows.)

Currency-R8 can also be dropped straight into your HubSpot workflows, just select it from the list of actions, select which currency you want to convert to/from and let Currency-R8 handle the rest. Or, pass the converted currency values back into your workflow to support conditional logic or saving to custom properties. Currency-R8 workflow integration works with both the Deal Object and Custom Objects.

Exchange rates are live so you get the latest, most up-to-date conversion. Scheduled updates offer choice of live, average of past 30 days or average month-to-date rates.

Características

Schedule daily, weekly or monthly rate updates of HubSpot currencies.

Currency-R8 Scheduler can be used to update all of your HubSpot portal currencies on a daily, weekly or monthly basis, at a time of your choosing. Choose from live rate, average of past 30 days rate or average of month-to-date rate. Simply set the update time, select which currencies you want updated and leave Currency-R8 to do the rest.

Instant Currency Conversion Inside HubSpot

With Currency-R8, there's no need to leave HubSpot. Currency-R8 sits right inside the deal screen and automatically recognises your existing deal currency and amount. Instantly lookup the real-time value of your deal in 150+ currencies by simply clicking a button and selecting the currency you require.

Automatically Update Your Deal With New Currency & Amount

Currency-R8 calculates both the total deal amount and individual line item amounts. Choose to automatically update your deal (and line items) with the new currency and amount ready for a quote, copy the new total amount to the clipboard or simply close the lookup window with no further action, the choice is yours.

Workflow Integration For Automated Conversions

Currency-R8 can be dropped straight into your HubSpot workflows, just select it from the list of actions, select which currency you want to convert to/from and let Currency-R8 handle the rest.

Dashboard & Reporting

Currency-R8 includes a real-time dashboard so you can monitor usage of the app in real-time. View your team's most commonly requested currency conversions to better understand how your customer want to buy. View history of all conversions and rates at that point in time.

Funcionalidad de la aplicación

Datos compartidos
Fuente de datos
Dirección de sincronización
En HubSpot
En HubSpot

Deals

Propiedades de negocio

Propiedades de negocio

Valoraciones

Valoración promedio

4,6

Basado en 7 valoraciones


Número total de reseñas

7

Número de reseñas de todos los tiempos


5
86% completo
86 %
4
0% completo
0 %
3
0% completo
0 %
2
14% completo
14 %
1
0% completo
0 %

Valoración promedio

4,6

Basado en 7 valoraciones

Número total de reseñas

7

Número de reseñas de todos los tiempos

5
86% completo
86 %
4
0% completo
0 %
3
0% completo
0 %
2
14% completo
14 %
1
0% completo
0 %

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Ordenar:


5/5
    17 de oct. de 2023

Great product and AMAZING support!

The product is really intuitive and solves a great problem with HubSpot's native calculations for reporting. We were missing a certain functionality with regard to converting line item values other than the amount and reached out to the support team. they were able to launch a new feature a day after (the new "Line item" block) that completely solved our problem.

¿Qué problema intentas resolver?

We use the product to convert over 8 currencies for deals and line items for the purpose of reporting

¿Qué te gusta?

Easy to use and intuitive, solves a huge problem and allows us to generate accurate financial reports straight from HubSpot.

¿Qué te disgusta?

Couldn't find any.

  • Cohen, N.

  • Tecnología - software
  • De 26 a 50 empleados

5/5
    13 de sep. de 2023

Great Integration

The whole team is very helpful and they wont rest until they resolve all the queries that you might have for them. The integration is amazing in terms of what is providing.

¿Qué problema intentas resolver?

Currency conversion

¿Qué te gusta?

/

¿Qué te disgusta?

/

  • Todorovski, M.

  • Banca/servicios financieros
  • De 51 a 200 empleados

Esta aplicación requiere uno de los planes de suscripción de Currency-R8.

Essential (Most Popular)

12,50 US$

/mes

For teams selling in multiple currencies

  • 250 requests per month

  • >250 requests $0.10 each

  • (Free Trial limited to 50 requests)

  • Add to workflows

  • Auto-update deal amount

  • Auto-update line items

  • Copy to clipboard

  • Free email support

>250 requests/month charged at $0.10/request

Essential (Most Popular)

12,50 US$

/mes

For teams selling in multiple currencies

  • 250 requests per month

  • >250 requests $0.10 each

  • (Free Trial limited to 50 requests)

  • Add to workflows

  • Auto-update deal amount

  • Auto-update line items

  • Copy to clipboard

  • Free email support

>250 requests/month charged at $0.10/request

* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 01/12/2025

Más información

Desarrollado por
Address Health
Instalaciones
Más de 100 instalaciones
Categorías
Idiomas en los que está disponible esta aplicación
Inglés

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