Tripletex
Accounting
Simplify accounting with Tripletex integration, automate invoicing, bookkeeping, payments, and connect CRM, webshops, and inventory.
Overview
Are you facing challenges with financial data synchronization and order management in HubSpot? Cloudify’s advanced solution is specifically designed to improve the efficiency of these processes. Connecting HubSpot with Tripletex offers various features that simplify and optimize your accounting systems, transforming your experience from manual complexity to seamless automation.
Features
Automatic Deal to Order Creation
Seamlessly transform HubSpot deals into orders, with real-time updates in HubSpot deal notes for transparent accounting.
Financial Data Update using CRM card
Directly access and monitor your clients' financial engagements (invoice details like total invoice amount, number of invoices and average invoice amount) within HubSpot by performing sync for companies.
Replay Unsuccessful Integrations
Rectify errors and easily replay any failed integration within HubSpot deal notes.
Manual Company Creation
Exercise control over your data by manually creating or updating companies from HubSpot as customers in Tripletex.
Personalized Sync Setup
Experience a customized synchronization tailored to your business needs with intuitive sync rules and field mapping.
Comprehensive Sync Status Log
Maintain oversight of every transaction with detailed logging within the HubSpot deal activity log.
FAQ
Implementation
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