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Currency-R8

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Currency-R8

Comprehensive real-time & scheduled currency conversion for HubSpot

Créé par
Address Health
Installation
100+ installations
Évaluation

4,6

(7)

S'identifier pour installerNécessite un abonnement à Currency-R8

Exigences

Abonnement HubSpot
Autorisations de compte HubSpot
Afficher les autorisations de compte requises
Type d'accès
Shared
Abonnement à Currency-R8
Abonnements : Essential (Most Popular), Pro ou Enterprise

Vue d'ensemble

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.

Fonctionnalités

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.

Fonctionnalité de l'application

Données partagées
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Deals

Propriétés de transaction

Propriétés de transaction

Avis

Classement moyen

4,6

Basé sur 7 évaluations


Total des vérifications

7

Nombre de vérifications depuis le début


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

Classement moyen

4,6

Basé sur 7 évaluations

Total des vérifications

7

Nombre de vérifications depuis le début

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

Filtrer les avis :

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5/5
    17 oct. 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.

Quel problème essayez-vous de résoudre ?

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

Qu'aimez-vous ?

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

Que n'aimez-vous pas ?

Couldn't find any.

  • Cohen, N.

  • Technologie - Logiciel
  • 26 à 50 employés

5/5
    13 sept. 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.

Quel problème essayez-vous de résoudre ?

Currency conversion

Qu'aimez-vous ?

/

Que n'aimez-vous pas ?

/

  • Todorovski, M.

  • Secteur bancaire / Services financiers
  • 51 à 200 employés

Cette application nécessite l'un des abonnements Currency-R8 suivants.

Essential (Most Popular)

12,50 $US

/mois

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

/mois

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

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 02/12/2025

Informations supplémentaires

Créé par
Address Health
Installation
100+ installations
Catégories
Langues dans lesquelles cette application est disponible
Anglais

Nouveautés

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