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Currency-R8

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Currency-R8

Comprehensive real-time & scheduled currency conversion for HubSpot

安装
超过 100 次安装
评分

4.6

(7)

登录以进行安装需要 Currency-R8 订阅

要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
访问类型
Shared
Currency-R8 订阅
Essential (Most Popular)ProEnterprise 计划

概览

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.

功能

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Deals

交易属性

交易属性

评论

平均评分

4.6

根据 7 个评分


总审查数

7

历来审查数


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

平均评分

4.6

根据 7 个评分

总审查数

7

历来审查数

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

过滤评论:

排序:


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.

你想解决什么问题?

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

你喜欢什么?

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

你不喜欢什么?

Couldn't find any.

  • Cohen, N.

  • 科技:软件
  • 26 到 50 个员工

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.

你想解决什么问题?

Currency conversion

你喜欢什么?

/

你不喜欢什么?

/

  • Todorovski, M.

  • 银行/金融服务
  • 51 到 200 个员工

此应用程序需要以下其中一个 Currency-R8 订阅计划。

Essential (Most Popular)

US$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)

US$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

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/12/02

更多信息

构建者
Address Health
安装
超过 100 次安装
类别
应用程序可用的语言
英语

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