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:

1. Eliminate Manual Work

• No more double data entry between systems

• Automated customer, product and invoice/order creation

• Real-time financial data syncing

2. Manual Company Creation

• Manually add or modify companies in Tripletex.

• Ensure accurate data transfer from HubSpot.

3. 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

4. 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.