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Currency-R8

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App

Currency-R8

Comprehensive real-time & scheduled currency conversion for HubSpot

インストール数
100件以上のインストール
評価

4.6

(7)

サインインしてインストールCurrency-R8のご契約が必要

必要な条件

HubSpotエディション
HubSpotアカウント権限
必要なアカウント権限を表示
アクセス権のタイプ
Shared
Currency-R8の契約内容
プラン:Essential (Most Popular)、またはPro、またはEnterprise

概要

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.

機能

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.

アプリ機能

共有されるデータ
データソース
同期方向
HubSpot上
HubSpot上

Deals

取引プロパティー

取引プロパティー

確認

評価平均

4.6

7件の評価に基づく


レビュー数合計

7

全期間のレビュー数


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

評価平均

4.6

7件の評価に基づく

レビュー数合計

7

全期間のレビュー数

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

レビューを絞り込み:

並べ替え:


5/5
    2023年10月17日

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.

どのような問題を解決しようとしていますか?

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

どの点が気に入っていますか?

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

どの点が良くないと思われますか?

Couldn't find any.

  • Cohen, N.

  • テクノロジー - ソフトウェア
  • 従業員数26人~50人

5/5
    2023年9月13日

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.

どのような問題を解決しようとしていますか?

Currency conversion

どの点が気に入っていますか?

/

どの点が良くないと思われますか?

/

  • Todorovski, M.

  • 銀行/金融サービス
  • 従業員数51人~200人

このアプリをご利用になるには、次のCurrency-R8サブスクリプションが必要です。

Essential (Most Popular)

$12.50

/月

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

/月

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

* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新:2025/12/02

その他の情報

開発元
Address Health
インストール数
100件以上のインストール
カテゴリー
このアプリが対応している言語
英語

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