Support
Help Center
Welcome to the Help Center! This site will get you up and running with Info in under 5 minutes.
Settings for Order/Invoice Sync
Order/Invoice Sync Rules
You can add a pipeline listed in your CRM and then select a deal stage to which the deal's status should change for the order to be generated in HubSpot, which is synced in Tripletex. You can add more pipelines by clicking Add Pipeline.
Furthermore, you can attach an option to attach an invoice PDF on successful invoice creation.
Order/Invoice Field Mapping
You can add new mappings for the fields you want to populate from HubSpot to Tripletex by clicking Edit mapping under Actions in the right panel. Some fields are mapped by default. You can create a new property for mapping by clicking Create new HubSpot property, entering the name, and selecting the type.
Note: The field that is mandatory for mapping is Delivery date. The integration will fail it it is not mapped properly.