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App certificata HubSpot

Data Sync - Sync Close data with HubSpot

Creazione di
HubSpot
Installazioni
PIù di 800 installazioni
Valutazione

2,3(3)

Accedi per l'installazioneRichiede l'abbonamento a Close

Requisiti

Piano HubSpot
    Funziona con tutti i piani HubSpot
Scopri di più
Autorizzazioni dell'account HubSpot
Nessuna autorizzazione richiesta
Abbonamento Close
Piano Review Close's Pricing Page

Panoramica

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"

Funzionalità

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.

Funzionalità dell'app

Dati condivisi
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.
Sincronizzazione dati di HubSpot
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

Calls

Chiamate

Chiamate

Contacts

Contatti

Contatti

Custom Objects

Oggetti personalizzati

Oggetti personalizzati

Emails

Attività e-mail

Attività e-mail

Leads

Aziende

Aziende

Notes

Note

Note

Opportunities

Trattative

Trattative

Tasks

Task

Task

Recensioni

Filtra recensioni:

Ordina:


1/5
    25 ott 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.

Quali problemi stai cercando di risolvere?

We were trialing it as a CRM.

Cosa ti piace?

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

Cosa non ti piace?

Needs more support and documentation.

  • O'Neill, N.

  • Servizi ai consumatori
  • 6 - 10 dipendenti

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.

Quali problemi stai cercando di risolvere?

Outbound Sales

Cosa ti piace?

None

Cosa non ti piace?

Close isn't the problem its HubSpot

  • Hesseltine, K.

  • Servizi di marketing
  • 11 - 25 dipendenti

Review Close's Pricing Page

0 USD

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 USD

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

* 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: 08/05/2025

Maggiori informazioni

Creazione di
HubSpot
Installazioni
PIù di 800 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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