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Always check the Notes section in your HubSpot deal to view the status of your integration run.
This integration helps you:
  • turn HubSpot deals into Tripletex invoices or orders
  • keep HubSpot and Tripletex customer and product data in sync
  • automate additional processes using HubSpot workflow actions
  • view financial information directly in HubSpot
  • track integration status in your deal notes
Open the Notes section in the HubSpot deal.You can review the integration updates there. If the invoice or order was created successfully, the integration status will appear in the notes. If the run failed, the error details will also appear there so you can correct the issue and replay the run.
The integration focuses on creating the invoice or order in Tripletex.Sending the document to the customer depends on your Tripletex process and how you handle document delivery after creation.
Yes. You can use HubSpot workflow actions and other controlled automation setups instead of relying only on deal-stage movement.This gives you more flexibility over when the integration should run.
First check that your Tripletex account is connected correctly and that the required permissions and configuration are in place.If the connection is valid but data still does not appear, review the app settings and contact support with the error details from the integration notes.
Yes, it can still work if your company sync settings are configured to create a new customer when no existing Tripletex match is found.Make sure your company search rules, customer number preference, and field mappings are configured correctly.
Yes, depending on your Product Sync Settings.When a product is not found, you can choose to:
  • stop invoice creation
  • use a pre-chosen default product
  • create a new product in Tripletex using your field mappings
Use the company sync setup and relevant workflow automation to create or update customer records without tying the action to invoice or order creation.This is useful when you want to prepare customer data in Tripletex before billing happens.
Use HubSpot workflows and automation to update records in bulk or trigger sync behavior automatically.This reduces the need for manual updates on each company or contact record.
Check the Notes section in the HubSpot deal first.If the run failed, the error should be shown there. Also confirm that:
  • the correct pipeline and stage are selected
  • the customer and product setup is valid
  • required fields and mappings are complete
  • your Tripletex connection is still active
Open the HubSpot deal notes, review the error, fix the underlying issue, and use the Replay option to run the integration again.
Billing depends on your Cloudify subscription logic and how failed runs are counted.If this matters for your account, it is best to confirm it directly with Cloudify support.
This usually means one or more HubSpot line items are missing a SKU or the selected product matching field is empty.Check the affected product records and make sure the required identifier is populated consistently before replaying the run.
Check the following:
  • the selected pipeline and deal stage match your sync rule
  • required customer and product data is present
  • mandatory mappings such as delivery date are completed where needed
  • the integration result in the deal notes does not show an error
If there is an error, correct it and replay the run.
Review your company, product, and order/invoice field mappings in the app settings.Missing or incorrect output usually means a required HubSpot field is empty or not mapped correctly to the corresponding Tripletex field.

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Need something more advanced?

If you need tailored integrations, specialised mappings, or workflow automations, Cloudify also offers custom integration services.