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Coda
All-in-one doc that brings words, data, and teams together.
Desarrollado por Coda
Instalaciones - Más de 200 instalaciones
Clasificación - 2(5)
Requisitos
Plan de HubSpot Funciona con todos los planes de HubSpot Más información Permisos de cuenta de HubSpot - Ver los permisos de cuenta requeridos
Suscripción: Coda - Suscripciones: PRO, TEAM o ENTERPRISE
Vista general
1/3 - Sync your HubSpot data directly into your Coda doc.
Coda is the all-in-one doc that brings words, data, and teams together. At Coda, we know that closing deals and making customers happy takes a village. With the HubSpot Pack, you can bring your HubSpot data into Coda to unite your sales pipeline and your team, collaborate on open opportunities, and close deals faster.
The HubSpot Pack makes it easy to create account plans with total context, share with stakeholders for visibility, and take action. You can add your customer accounts, prospects, and support data from HubSpot into Coda, and send updates to HubSpot in the click of a button with two-way sync.
Learn more about the HubSpot Pack or view the setup guide.
Características
Increase ROI through two-way sync.
Supercharge your team’s productivity by eliminating data re-entry and switching between tools. With two-way sync between Coda and HubSpot, teams can plan and act on customer data in real time, all in one place.
Enrich your HubSpot data with the context of your account plan.
See the whole picture in Coda. You can enrich your HubSpot data with the full context of your accounts by instantly pulling CRM data into account plans, sales hubs, leadership dashboards, & more. And with other integrations like Slack, Gmail, and Gong, you can connect all the tools your team needs to collaborate effectively.
React faster through better collaboration.
Win deals faster by uniting your sales data with your team’s work. By connecting HubSpot and Coda, you can see all open deals at a glance, easily call out where you need support, and have team members across functions sign up to help.
Funcionalidad de la aplicación
Datos compartidos
Companies | ||
Contacts | ||
Deals | ||
Products | ||
Tickets |
Valoraciones
2,0
5
2,0
5
- 8 de nov. de 2024
Lack of deal info sync makes this unuseable
I want to be able to sync deal information, including line items, deal information, and anything that isn't just the name and a link. Without any deal detail, I have no use for this integration.
Stroobosscher, K.
Tecnología - software - De 51 a 200 empleados
- 5 de sep. de 2024
Not enough functionality
Coda has proven to be a useful tool for the team, but the integration with HubSpot is substandard for our needs. We need to be able to filter the information we sync from HubSpot into Coda, as not everything we have is needed for current operations.
Trejo Fernandez, J.C.
Consultoría/asesoría - De 26 a 50 empleados
PRO
42 US$
/doc maker/monthFor scaling yourself and your team.
Unlimited doc size
30-day version history
Hidden pages
Custom form branding
Pro Packs
Access to Coda experts
And, everything included in Free
PRO
42 US$
/doc maker/monthFor scaling yourself and your team.
Unlimited doc size
30-day version history
Hidden pages
Custom form branding
Pro Packs
Access to Coda experts
And, everything included in Free
* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 28/02/2023
Más información
Desarrollado por Coda
Instalaciones - Más de 200 instalaciones
Categorías Idiomas en los que está disponible esta aplicación Inglés
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