Getting Started
Installation
Configuration
Get the Most Out of the App
You can add a pipeline that is 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.
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.
Follow the steps mentioned in Deal to order/invoice creation to use the Tripletex integration.
Click "Finish" to complete the installation.
Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes.
Need help?
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support@cloudify.biz
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