Tripletex
Convert deals into Tripletex invoices and see customer revenue
Wymagania
Plan HubSpot Działa ze wszystkimi planami HubSpot Dowiedz się więcej Uprawnienia konta HubSpot - Wyświetl wymagane uprawnienia konta
Subskrypcja Tripletex - Free Trial, Basic, Premium lub Custom planu
Przegląd
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.
Cechy
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
Funkcjonalność aplikacji
Udostępnione dane
Customer Fields | ||
Customers | ||
Order fields | ||
Orders | ||
Orders | ||
Products | ||
Users |
Recenzje
- 5 sie 2024
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.
Technologia – oprogramowanie - Od 11 do 25 pracowników
Ceny
Free Trial
0 NOK
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
0 NOK
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
* Powyższe ceny zostały podane wyłącznie w celach informacyjnych. Nie zawierają one podatków, premii, zniżek lub innych zmiennych cenowych. Skontaktuj się z partnerem w celu uzyskania najbardziej aktualnych i poprawnych informacji o cenach. HubSpot nie ponosi żadnej odpowiedzialności za informacje cenowe, które są dostarczane przez naszych partnerów. Ostatnia aktualizacja cen: 18.09.2025
Więcej informacji
Utworzone przez - Cloudify
Instaluje - Ponad 60 instalacji
Kategorie Języki, w których dostępna jest ta aplikacja Angielski
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