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Application certifiée par HubSpot

Data Sync - Sync Close data with HubSpot

Créé par
HubSpot
Installation
800+ installations
Évaluation

2,3(3)

S'identifier pour installerNécessite un abonnement à Close

Exigences

Abonnement HubSpot
    Compatible avec tous les abonnements HubSpot
En savoir plus
Autorisations de compte HubSpot
Aucune autorisation requise
Abonnement à Close
Abonnement : Review Close's Pricing Page

Vue d'ensemble

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"

Fonctionnalités

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.

Fonctionnalité de l'application

Données partagées
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.
Synchronisation des données par HubSpot
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Calls

Appels

Appels

Contacts

Contacts

Contacts

Custom Objects

Objets personnalisés

Objets personnalisés

Emails

Activités d'e-mails

Activités d'e-mails

Leads

Entreprises

Entreprises

Notes

Notes

Notes

Opportunities

Transactions

Transactions

Tasks

Tâches

Tâches

Avis

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1/5
    25 oct. 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.

Quel problème essayez-vous de résoudre ?

We were trialing it as a CRM.

Qu'aimez-vous ?

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

Que n'aimez-vous pas ?

Needs more support and documentation.

  • O'Neill, N.

  • Services aux consommateurs
  • 6 à 10 employés

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.

Quel problème essayez-vous de résoudre ?

Outbound Sales

Qu'aimez-vous ?

None

Que n'aimez-vous pas ?

Close isn't the problem its HubSpot

  • Hesseltine, K.

  • Services marketing
  • 11 à 25 employés

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

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 08/05/2025

Informations supplémentaires

Créé par
HubSpot
Installation
800+ installations
Catégories
Langues dans lesquelles cette application est disponible
Anglais

Nouveautés

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