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Getting Started
Setting up the HubSpot to Tripletex Integration
Now that you've installed the app and connected your accounts, it's time to configure how information flows between HubSpot and Tripletex. The quick install already covered the essential settings. With this guide, you will be able to customise your app further if needed.
To find the settings page:
Find the Marketplace icon (top of the page) -> Click on "Connected apps."
Click on the Tripletex app.
Select "Go to settings."
Click on "Sync settings."
And you have arrived.
The setup process is divided into three main areas:
1. Company Settings
2. Product Settings
3. Invoice/Order Settings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated. Let's start by looking at the Customer Settings.