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.

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.

  
  

  

  
  

• Go to "API access > New token".

  
  

  

  
  

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

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

  
  

  

  
  

• Copy the created token and click "Ok".

  
  

  

• 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.