Making Tripletex & HubSpot Talk is easy! Simply follow these steps:

1. Choose your desired plan and click "connect"
2. Sign up for the plan.
3. We'll reach out to you shortly to assist with the setup process
4. Once you receive an email from us with a link, click on it to proceed.
5. Click "connect" to HubSpot.
6. Log in to your HubSpot account.
7. Connect to Tripletex.

And that's it - you're all set!

The following data is synchronised and this is what it means for you and your business:

Tripletex Customers ↔ HubSpot Companies

Synchronising customer data between your CRM and ERP systems will give you a 360-degree view of your customers. This will allow you to track customers' interactions with your company across different channels, including purchases, customer support inquiries, and marketing campaigns. This will help you build stronger customer relationships and provide more personalised experiences.

Tripletex Orders ↔ HubSpot Deals

Synchronising orders between your CRM and ERP systems will let you automate your order management processes, reduce manual data entry errors and improve order accuracy. This facilitates faster and more efficient order fulfillment, increasing customer satisfaction and loyalty.

Tripletex Contact ↔ HubSpot Contacts

Synchronising person data between your CRM and ERP systems let you assign invoices to customers to the correct contact person.

Tripletex Users ↔ HubSpot Contact

Synchronising user data between your CRM and ERP systems makes it easier to manage access to different areas of your systems. This can help you enforce security policies and ensure that employees only have access to the data and tools they need to do their jobs.

Tripletex Product ↔ HubSpot Product

Synchronising product data between your CRM and ERP systems makes it easier to manage your inventory levels and track product sales. This allows you to make informed decisions about which products to stock, how much inventory to keep on hand, and when to reorder supplies. This can help you reduce waste and improve your profitability.

Looking to streamline your operations and optimise your company's performance? Synchronising data between your CRM system like HubSpot and your ERP system like Tripletex will help. Here are some of the key benefits:

• Avoid Data Entry Errors: By synchronising data between the two systems, you eliminate the need for manual data entry, reducing the risk of human errors, and ensuring that your data is accurate and up-to-date.
• Enhanced Visibility and Control: By having all your customer data in one place, you can get a complete view of all customer interactions, including sales, marketing, and support. You can also track customer behavior and buying patterns, giving you insights into how to better serve them.
• Improved Efficiency: Synchronising data between the two systems means that your employees can access customer data from either system without having to switch between applications, saving them time and improving their productivity.
• Better Collaboration: When your CRM and ERP systems are synchronised, your teams can work more collaboratively, sharing information and collaborating on tasks that involve both systems, like sales orders, invoices, and customer support tickets.
• Cost Savings: By synchronising data between the two systems, you can reduce the cost of maintaining separate systems, as well as the cost of training employees on multiple platforms.