Installation
Get the Most Out of the App
Tripletex Integration
Welcome to the HubSpot-Tripletex Integration Setup Guide. This comprehensive resource will guide you through the process of connecting your HubSpot and Tripletex accounts, enabling seamless data synchronization and workflow automation between these powerful platforms.
Integration Benefits
By integrating HubSpot with Tripletex, your organization can:
Automate invoice generation based on HubSpot deal stages
Ensure real-time synchronization of customer data across both platforms
Access up-to-date financial insights directly within HubSpot
Significantly reduce time spent on manual data entry and reconciliation
Integration Process Overview
The setup process consists of four main stages:
Getting Started: Initial setup and account connection
Customer Settings: Configure customer data synchronization
Product Settings: Set up product catalog matching
Invoice/Orders Settings: Define invoice /orders creation and management rules
Prerequisites
Before beginning the integration process, please ensure you have:
An active HubSpot account with administrative access
An active Tripletex account with administrative access
Necessary authentication credentials for both platforms
Setup Process Overview
The integration setup consists of these main stages:
Connect Tripletex account
Choose Your Subscription Plans
Company Rules
Product Rules
Order/Invoice Rules