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Now that you’ve installed the app and connected your accounts, it’s time to configure how information flows between HubSpot and Tripletex. The quick install covers the essential setup. This page helps you find the full settings area so you can customise the integration further when needed.

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Open the settings page

1

Open Connected Apps

In HubSpot, click the Marketplace icon in the top navigation bar.Then click Connected apps.
Open Connected Apps
2

Open the Tripletex app

In your connected apps list, click the Tripletex app.
3

Go to app settings

Click Go to settings.
4

Open Sync Settings

In the Tripletex app settings, click Sync Settings.
Open Sync Settings
5

You have arrived

You are now in the main configuration area for the integration.

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Main setup areas

The setup process is divided into three main areas:

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1. Company Settings

Controls how companies are searched, created, and synced between HubSpot and Tripletex.

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2. Product Settings

Controls how products are matched and transferred between HubSpot and Tripletex.

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3. Invoice/Order Settings

Controls how invoice and order data is synchronized and how related workflows behave.
Each of these areas affects how your data is synchronized and how your business processes are automated.

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Next steps

Continue with the detailed configuration guides for each section:

Company Sync Settings

Configure company lookup rules, customer number behavior, and field mappings.

Product Sync Settings

Configure how product data is mapped and synchronized.

Order/Invoice Sync Settings

Configure how order and invoice data flows between HubSpot and Tripletex.

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Need something more advanced?

If you have unique integration requirements, such as custom mappings or workflow automations, Cloudify also offers tailored integration work.