
Requisiti
Piano HubSpot Autorizzazioni dell'account HubSpot - Visualizza le autorizzazioni dell'account richieste
Tipo di accesso Condiviso Abbonamento Accord - Piano Enterprise
Panoramica

1/1 - Accord CRM Card
Accord is the AI layer for revenue execution. It turns your sales methodology into guided, customer-facing playbooks and keeps HubSpot as the system of record.
Connect it to HubSpot to fix three problems:
Reps skip the process. A deal reaching the stage you choose automatically creates an Accord from the right playbook, assigns the owner, and pulls in the contacts. Stage requirements can block progression until the customer has engaged.
Leaders can't tell which deals are real. Accord writes customer-validated signals to the deal: customers invited and accepted, progress, stage, execution score. Customer activity lands as notes, so forecasts run on engagement, not opinion.
Reps work in two tools. The Accord card on every deal shows plan status without leaving HubSpot. Inside Accord, reps update deal properties through a slide-out, with close date and amount synced both ways. Contacts are created and associated automatically.
Every deal runs to plan, and HubSpot shows what the customer actually did.
Funzionalità

Accord card on deal records
See the customer's side of a deal without leaving HubSpot. The card on every deal record shows the connected plan's stage, health, progress, point person, and how many customers have accepted versus been invited.

Deal updates from inside Accord
Keep HubSpot current without switching tabs. Reps see and edit pipeline, stage, close date, amount, next step and any property you map, right in the plan. Close date and amount stay in sync both ways.
Funzionalità dell'app
![]() Accords | ||
![]() Deal fields | ||
![]() Accords | ||
![]() CRM Object | ||
![]() CRM Object | ||
![]() Accord Member | ||
![]() Accord Members | ||
![]() Accord Accounts | ||
![]() crm_object_emails | ||
![]() crm_object_owners | ||
![]() crm_object_goals | ||
![]() crm_object_companies | ||
![]() Accord Properties |
Recensioni
Enterprise
For large teams with complex, lengthy sales processes
CustomEnterprise
For large teams with complex, lengthy sales processes
Custom* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 03/11/2026
Maggiori informazioni
Creazione di - Accord
Installazioni - PIù di 40 installazioni
Categorie Lingue in cui è disponibile questa app Inglese
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