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HubSpot-certificeret app

Data Sync - Sync Close data with HubSpot

Udviklet af
HubSpot
Installeringer
800+ installationer
Rangering

2,3(3)

Log på for at installereKræver Close-abonnement

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Review Close's Pricing Page plan

Oversigt

Sync data between Close and HubSpot without manual data entry or messy, time-consuming imports.

Here’s what you get with Data Sync by HubSpot:

  • Two-way sync: Data is shared between Close and HubSpot in real time
  • Default field mappings: Set-up is quick with out-of-the-box field mappings already created for you
  • Historical syncing: Your existing data will sync right away, and updates will sync as they happen

Note: Please see below for which objects sync under "Shared Data"

Funktioner

Sync Close and HubSpot data

Make manual data entry a thing of the past by syncing data between HubSpot and Close. When records are created or updated in either app, that information will be automatically shared with the other one.

Sync only the data you want

You’re in control of your data. You can set up a one- or two-way sync, which means you can either sync data from only one app to the other or back-and-forth between both apps. You can also add a filter for any Close field (like Opportunity Count or Status) or HubSpot list to sync exactly what you want—and nothing you don’t.

Default field mappings

Field mappings connect matching information in each app—and we’ve already created them for you. Our out-of-the-box default field mappings make set-up quick and keep your data clean and organized. Plus, there are no surprises: You can see exactly which fields come already mapped in the “Shared data” section below.

Custom field mappings

Custom field mappings are available with Operations Hub Starter and up (paid). Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

Appfunktionalitet

Delte data
Each object has field mappings that connect matching information from each app. Default mappings are listed below. If you want to change these default mappings or create your own, custom field mappings are available with Operations Hub Starter and up.
Datasynkronisering i HubSpot
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

Calls

Opkald

Opkald

Contacts

Kontakter

Kontakter

Custom Objects

Brugerdefinerede objekter

Brugerdefinerede objekter

Emails

E-mailaktiviteter

E-mailaktiviteter

Leads

Virksomheder

Virksomheder

Notes

Noter

Noter

Opportunities

Handler

Handler

Tasks

Opgaver

Opgaver

Anmeldelser

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1/5
    25. okt 2023

Hard to understand integration process, resulted in major error

We didn't end up using it. It's not a good fit for us at this time. We opted to stick with HubSpot's internal features. The integration process was hard to understand, and we ended up accidentally overwriting "deal owner" on 500+ deals in HubSpot to the incorrect owner.

Hvilket problem forsøger du at løse?

We were trialing it as a CRM.

Hvad synes du om?

It looked promising, has alot of cool features. We had a microsoft founders hub benefit.

Hvad synes du ikke om?

Needs more support and documentation.

  • O'Neill, N.

  • Forbrugertjenester
  • 6 til 10 medarbejdere

1/5
    28. nov 2022

Sync from HubSpot to Close is not good

Close works fine. HubSpot is the issue. I can't get the list I want from HubSpot to pass data over into Close. All of my data is coming into HubSpot without any issues.

Hvilket problem forsøger du at løse?

Outbound Sales

Hvad synes du om?

None

Hvad synes du ikke om?

Close isn't the problem its HubSpot

  • Hesseltine, K.

  • Marketingservices
  • 11 til 25 medarbejdere

Review Close's Pricing Page

0 US$

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and the Close subscription needed to install the integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions

Review Close's Pricing Page

0 US$

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and the Close subscription needed to install the integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions

* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 08.05.2025

Flere oplysninger

Udviklet af
HubSpot
Installeringer
800+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk

Nyheder

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