Tripletex
Convert deals into Tripletex invoices and see customer revenue
요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
Tripletex 구독 - Free Trial, Basic, Premium 또는 Custom 플랜
개요
1/9
Transform Your Sales-to-Finance Operations
Features:
✅ Automatic deal-to-invoice/order conversion in Tripletex
✅ Real-time financial data in HubSpot
✅ Instant error recovery with replay functionality
✅ Seamless customer and product synchronization
Key Business Benefits:
Eliminate Manual Work
No more double data entry between systems
Automated customer, product and invoice/order creation
Real-time financial data syncing
Manual Company Creation
Manually add or modify companies in Tripletex.
Ensure accurate data transfer from HubSpot.
Stay Informed and In Control
Get instant notifications for all sync actions
Quickly fix and replay failed syncs
Update deals and re-sync to reflect changes instantly
Streamline Your Financial Visibility
Access total invoice amount, number of invoices, and average invoice directly in HubSpot
Make informed decisions with real-time financial insights
Eliminate platform-switching for critical financial data
Perfect for:
Finance Managers streamlining billing processes
Sales Teams needing real-time financial insights
Operations Teams automating business workflows
Start your free trial with 15 credits today! Book a free 30-minute onboarding session and let us show you how to transform your billing process.
Note: The integration module should be activated in Tripletex to generate token. You can purchase the Integration module if it is not part of your account. This token is required to connect your Tripletex account with HubSpot.
기능
Automatic Deal to Order/Invoice Creation
-Transform your billing process with instant HubSpot to Tripletex conversion. -Create invoices/orders automatically as deals progress, with flexible triggers for multiple pipelines. -Watch your documents sync automatically and check the integration status in your deals.
Seamless Financial Data Update
-Display up-to-date Tripletex invoice data in HubSpot -Make informed decisions with real-time insights -Access comprehensive financial metrics without switching platforms
Effortless Error Recovery with Replay feature
-Stay on top of every sync action with instant notification within HubSpot deal notes. -Receive detailed success messages with Tripletex information and clear error explanations. Use one-click replay to fix issues or update existing invoices/orders -Perfect for maintaining accuracy and making quick updates as your deals evolve
Customer Sync made easy in Tripletex
-Sync companies from HubSpot to Tripletex automatically -Maintain consistent customer data across platforms -Reduce manual data entry and errors -Create custom mapping rules for different customer segments
앱 기능
공유 데이터
Customer Fields | ||
Customers | ||
Order fields | ||
Orders | ||
Orders | ||
Products | ||
Users |
리뷰
- 2024년 8월 5일
Manual work still needed.
Most of the functionalities we need from such an integration do not work, so we end up doing a lot of the stuff manually still.
Knutsen, J.
기술 - 소프트웨어 - 직원 11~25명
가격 책정
Free Trial
NOK 0
15 free syncs to try the integration
Create customers, products, and invoices/orders from HubSpot to Tripletex
Sync and update customers financial data in HubSpot
Custom rules and mapping for creating customers and invoices in Tripletex
Replay failed sync from HubSpot deal notes
Free Trial
NOK 0
15 free syncs to try the integration
Create customers, products, and invoices/orders from HubSpot to Tripletex
Sync and update customers financial data in HubSpot
Custom rules and mapping for creating customers and invoices in Tripletex
Replay failed sync from HubSpot deal notes
* 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: 2025.09.18.
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