Connect Tripletex account

View in marketplace

Connect Tripletex account

Table of Content

Table of Content

Welcome to your first step towards enhancing your HubSpot experience with the Tripletex application! This powerful tool will help you access and manage Tripletex information directly within your HubSpot account.

  • Search for the Tripletex sync app in the HubSpot Marketplace. Click the "Install App" button. Alternatively, you can also click the "Install app" button above.

  • Select the HubSpot account where you want to install the app. Grant app permission to access your HubSpot account. Click "Allow and Install"

  • Once you grant permission, the app will be installed automatically to the selected account, and you will be redirected to the setup window.

Generating token

You need to generate a token from the Tripletex account in order to connect it with HubSpot.

Watch the video to learn how to generate token:

Note: The integration module has to activated in Tripletex to generate a token. Tripletex requires you to purchase and activate the integration module to generate a token and integrate it with other apps. Without this module, the integration process cannot proceed.

Connect Tripletex account


Now, the setup guide starts from here:

  • Log in to your Tripletex account. You can change the selected company by clicking on the existing company name in the header.

  • On the left panel, click "Company > Employees" and click the employee name, who has access rights and for whom this integration will be performed.


    Connect Tripletex account


  • Go to "API access > New token".


    Connect Tripletex account


  • Select "Adapted setup and All entitlements". Enter the application name as Cloudify_Hubspot.

  •  Enter a name for the token and click "Create token".


    Connect Tripletex account


  • Copy the created token and click "Ok".


    Connect Tripletex account
  • Paste the generated token in the text box present in the setup screen of the Tripletex sync app. Click the "Connect Tripletex" button to connect your account.

Got unique integration needs?

Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.

Need help?

Our support team is ready to assist. Reach us through the following channels:

support@cloudify.biz

Schedule a call