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Redtail CRM

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App

Redtail CRM

HubSpot-certificeret app

Data Sync - Sync Redtail CRM data with HubSpot

Udviklet af

HubSpot

Installeringer
100+ installationer
Rangering

2(1)

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Krav

HubSpot-abonnement
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Redtail CRM abonnement
Redtail CRM plan

Oversigt

Sync data between Redtail CRM 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 Redtail CRM 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

Funktioner

Sync Redtail CRM and HubSpot data

Make manual data entry a thing of the past by syncing data (see below) between HubSpot and Redtail CRM. 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 field 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 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.


Companies sync with Businesses, Associations, Trusts and Unions.

Contacts sync with Individuals.

Datasynkronisering i HubSpot
Datakilde
Synkroniser retning
I HubSpot
I HubSpot

Individual Contacts

Kontakter

Kontakter

Non-Individual Contacts

Virksomheder

Virksomheder

Anmeldelser

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2/5
    11. apr 2023

Hæmmede funktioner

Integrationen er meget begrænset. Du skal have både Operations Hub og Marketing Pro for faktisk at kunne integrere godt.

Hvilket problem forsøger du at løse?

Du skal have Operations Hub for at kunne synkronisere ekstra felter. Dette er en meget, meget grundlæggende integration.

  • Perkins, P.

  • Marketingservices
  • 6 til 10 medarbejdere
Oversat from English. Vis original tekst

Redtail CRM

99 US$

/måned

Includes 15 users

  • Unlimited leads, contacts, reminders, and tasks

  • Complimentary database conversions

  • Broadcast emails

  • Free Mobile app

  • Custom exporting

  • Access anywhere, anytime

  • Backup and disaster recovery

  • Document management

  • Workflow processes

  • Categorize and tag client records

  • Detailed reports

  • Seminar management

  • Free support

per month per database

Redtail CRM

99 US$

/måned

Includes 15 users

  • Unlimited leads, contacts, reminders, and tasks

  • Complimentary database conversions

  • Broadcast emails

  • Free Mobile app

  • Custom exporting

  • Access anywhere, anytime

  • Backup and disaster recovery

  • Document management

  • Workflow processes

  • Categorize and tag client records

  • Detailed reports

  • Seminar management

  • Free support

per month per database

* 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: 15.03.2022

Flere oplysninger

Udviklet af

HubSpot

Installeringer
100+ installationer
Kategorier
Sprog som denne app er tilgængelig på
Engelsk

Nyheder

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