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Heeros PSA

Heeros PSA-icon
App

Heeros PSA

All-in-one professional service automation

Udviklet af
Heeros Oyj
Installeringer
30+ installationer
Rangering

3(1)

Log på for at installereKræver Heeros PSA-abonnement

Krav

HubSpot-abonnement
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Heeros PSA abonnement
Growth, Business eller Enterprise planer

Oversigt

Leverage the Heeros PSA system for impeccable management of your professional services, both locally and globally. Efficiently allocate resources and manage invoicing, all while prioritizing client profitability, refining sales processes, and ensuring optimal resource utilization.

Heeros PSA Integration Overview

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

Here's what HubSpot's Data Sync offers you:

  • Two-way sync: Data is shared between Heeros PSA and HubSpot in real-time.
  • Default field mappings: Setup is swift with pre-configured field mappings ready for you.
  • Historical syncing: Your current data will synchronize immediately, with updates syncing in real-time.
  • Sync Deals, Companies, Contacts, Pipleines, Stages, users and more.

Note! Integration compatible with all Heeros PSA plans.

Funktioner

Bi-directional sync between HubSpot and Heeros PSA

Utilize the Heeros PSA workflow action to harness the power of customer data in HubSpot CRM, triggering processes seamlessly in Heeros PSA. Benefit from bi-directional synchronization, ensuring Contact, Company, and Deals data is consistently updated across both platforms for a cohesive experience.

Sync pipeline stages and send deals between HubSpot & Heeros PSA

Synchronize multiple pipelines across the platforms. Progressing a deal from one stage to another in HubSpot or Heeros PSA, this not only triggers a sync but also initiates the creation of a new Deal, Company, and Contact in Heeros PSA. This ensures that your data remains consistent and updated, providing a streamlined workflow for your operations.

Streamlining Invoicing and Expense Management with Heeros PSA

Leverage the Heeros PSA system for impeccable management of your professional services, both locally and globally. Efficiently allocate resources and manage invoicing, all while prioritizing client profitability, refining sales processes, and ensuring optimal resource utilization.

Master Time Tracking and Resource Planning with Heeros PSA

Heeros PSA's time tracker and resource planner are designed to elevate your operational efficiency. Harness the power of precise time tracking to monitor work hours accurately and allocate resources smartly.

Accounting Software Integrations with Heeros PSA

Heeros PSA seamlessly integrates with leading accounting software solutions, bridging the gap between professional service management and financial operations. This integration ensures that data flows smoothly between systems, reducing manual data entry and minimizing errors.

Appfunktionalitet

Delte data
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

PSA Accounts

Virksomheder

Virksomheder

PSA Contacts

Kontakter

Kontakter

PSA Pipeline

Dealpipelines

Dealpipelines

PSA Projects

Handler

Handler

PSA User

Ejere

Ejere

Flere oplysninger om delte data

With the integration of Heeros PSA and HubSpot, experience seamless bi-directional data synchronization. Upon activating the integration, you can easily select from which software you wish to sync the data. With a few intuitive clicks, your existing data is effortlessly transferred, ensuring that your business operations are more streamlined and efficient.

Anmeldelser

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3/5
    28. nov 2025

God styring af kontakt- og virksomhedsdata, men synkronisering af aftaler og ufleksibilitet i integrationen giver problemer

Forretningsoplysningerne og kontakterne fungerer godt, men aftalerne kræver lidt arbejde.

Hvad synes du om?

Kontakt- og virksomhedsoplysninger flytter ret godt mellem systemerne.

Hvad synes du ikke om?

Deal-trin synkroniseres ikke, og integrationsindstillingerne kan ikke justeres senere.

  • Vihermaa, K.

Oversat from Suomi. Vis original tekst

Denne app kræver en af følgende Heeros PSA-abonnementer.

Growth

19 €

/måned

Tools to expand your business. Max. 3 seats.

  • - CRM (Companies & Contacts)

  • - Sales Quotes & Proposals

  • - Won Deals Pipeline

  • - Project Invoicing

  • - Time Tracker

  • - Accounting Integrations

  • - Mobile app (iOS and Android)

  • - Google and O365 calendar sync

Does not require onboarding

Growth

19 €

/måned

Tools to expand your business. Max. 3 seats.

  • - CRM (Companies & Contacts)

  • - Sales Quotes & Proposals

  • - Won Deals Pipeline

  • - Project Invoicing

  • - Time Tracker

  • - Accounting Integrations

  • - Mobile app (iOS and Android)

  • - Google and O365 calendar sync

Does not require onboarding

* 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: 30.11.2023

Flere oplysninger

Udviklet af
Heeros Oyj
Installeringer
30+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk, Finsk og Svensk

Nyheder

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