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Currency-R8

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Currency-R8

Comprehensive real-time & scheduled currency conversion for HubSpot

설치
설치 수 100개 이상
평가

4.6(7)

설치하려면 로그인하세요.Currency-R8 구독 필요

요구 사항

HubSpot 요금제
HubSpot 계정 권한
필수 계정 권한 보기
Currency-R8 구독
Essential (Most Popular), Pro 또는 Enterprise 플랜

개요

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.

기능

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.

앱 기능

공유 데이터
데이터 소스
동기화 방향
HubSpot에 있음
HubSpot에 있음

Deals

거래 속성

거래 속성

리뷰

평균 등급

4.6

7 평점 기준


총 리뷰 수

7

역대 리뷰 건수


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

평균 등급

4.6

7 평점 기준

총 리뷰 수

7

역대 리뷰 건수

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

리뷰 필터링:

정렬:


5/5
    2023년 10월 17일

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.

어떤 문제를 해결하려고 하나요?

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

무엇이 마음에 드시나요?

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

무엇이 마음에 들지 않으시나요?

Couldn't find any.

  • Cohen, N.

  • 기술 - 소프트웨어
  • 직원 26~50명

5/5
    2023년 9월 13일

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.

어떤 문제를 해결하려고 하나요?

Currency conversion

무엇이 마음에 드시나요?

/

무엇이 마음에 들지 않으시나요?

/

  • Todorovski, M.

  • 뱅킹/금융 서비스
  • 직원 51~200명

이 앱에는 다음 Currency-R8 구독 요금제 중 하나가 필요합니다.

Essential (Most Popular)

US$12.50

/월

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)

US$12.50

/월

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

* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.12.01.

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