ConnectWise PSA
Data Sync - Sync data between Connectwise PSA and HubSpot
Krav
HubSpot-abonnement Fungerer med all HubSpot-planer Få mere at vide Tilladelser til HubSpot-konto Ingen tilladelser påkrævet ConnectWise PSA abonnement - Review ConnectWise PSA's Pricing Page plan
Oversigt
1/2
Sync data between Connectwise PSA (formerly Manage) 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 ConnectWise PSA 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: Requires a secure ConnectWise domain. Please be aware of field type limitations in the sync!
Funktioner
Sync Connectwise PSA and HubSpot data
Make manual data entry a thing of the past by syncing data between HubSpot and Connectwise PSA. When records are created or updated in either app, that information will be automatically shared with the other one.
Custom field mappings
Custom field mappings are available with Data 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 Data Hub Starter and up.
Catalog Items | ||
Companies | ||
Contacts | ||
Opportunities |
Anmeldelser
2,2
25
2,2
25
- 15. okt 2025
Plugin kommer til kort uden tovejs finansiel synkronisering - død ved ankomsten, indtil dette kritiske hul er løst
Indtil ConnectWise PSA-plugin'et kan udføre tovejssynkronisering af finansielle målinger (prognoser for muligheder osv.), er det DOA for vores team.
Synkronisering af mulighedsdata.
Ingen finansielle data.
Frome, D.
- 9. feb 2025
Duplikerede virksomheder og kontakter
Opsætning af tovejssynkronisering mellem vores ConnectWise PSA og HubSpot-instans. HupSpot skabte tusindvis af dubletter i ConnectWise. Vi har brugt mange penge på manuelt at slette duplikaterne fra ConnectWise PSA. Denne fejl har kostet os mange penge.
Det ser ud til at være en god service, hvis den ikke duplikerede tusindvis af optegnelser.
Duplikerede optegnelser.
Nelson, G.
Priser
Review ConnectWise PSA'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 ConnectWise PSA subscription needed to install this integration
Note: "Free" is referring to the cost of the integration, not the app subscription
Review ConnectWise PSA'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 ConnectWise PSA subscription needed to install this integration
Note: "Free" is referring to the cost of the integration, not the app subscription
* 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: 09.10.2023
Flere oplysninger
Udviklet af - HubSpot
Installeringer - 600+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
Nyheder
