Logo - Full (Color)

Currency-R8

建立

Currency-R8-icon
App

Currency-R8

Comprehensive real-time & scheduled currency conversion for HubSpot
安裝次數
超過 100 次安裝
評分

4.6

(7)

登入以進行安裝需要 Currency-R8 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
存取權類型
已分享
Currency-R8 訂閱
Essential (Most Popular)ProEnterprise 版本

總覽

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

--------------------------------------------------------------------------------

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.

應用程式功能

資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Deals

交易屬性

交易屬性

平均評分

4.6

依據 7 個評分


總檢閱數

7

歷來的檢閱次數


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%

平均評分

4.6

依據 7 個評分

總檢閱數

7

歷來的檢閱次數

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%

篩選評論:

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.

你想解決什麼問題?

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

你喜歡什麼?

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

你不喜歡什麼?

Couldn't find any.

  • Cohen, N.

  • 科技:軟體
  • 26 至 50 位員工

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.

你想解決什麼問題?

Currency conversion

你喜歡什麼?

/

你不喜歡什麼?

/

  • Todorovski, M.

  • 銀行 / 金融服務
  • 51 至 200 位員工

此應用程式需要下列其中一個 Currency-R8 訂閱版本。

Essential (Most Popular)

7 天免費試用

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)

7 天免費試用

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

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/12/02

更多資訊

建立者
Address Health
安裝次數
超過 100 次安裝
類別
此應用程式可用的語言
英文
正在載入