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Data Bridge - Bring Any (Sync) Data into CRM Objects

Data Bridge - Bring Any (Sync) Data into CRM Objects-icon
App

Data Bridge - Bring Any (Sync) Data into CRM Objects

Sync 🔥 Access external data instantly, right inside HubSpot records!…

Creazione di
4CRMs
Installazioni
PIù di 50 installazioni
Valutazione

5(2)

Accedi per l'installazioneRichiede l'abbonamento a Data Bridge - Bring Any (Sync) Data into CRM Objects

Requisiti

Piano HubSpot
Autorizzazioni dell'account HubSpot
Visualizza le autorizzazioni dell'account richieste
Abbonamento Data Bridge - Bring Any (Sync) Data into CRM Objects
Piani Basic o Professional 🔥

Panoramica

Supercharge your HubSpot records with Data Bridge! Sync external content - websites, images, videos, Google Sheets, Docs, and more - all displayed right where your team works. Sync Data Bridge App - helps you add relevant content where it matters most, making your CRM easier to use and more informative. Integrate HubSpot with your favorite apps in just 1 click.


Get Free Live Onboarding - Contact Us to Schedule

Every Data Bridge user gets a free live onboarding session with our product/support team. You’ll be fully equipped from day one — confident to build exactly what your business needs.! Display external data in HubSpot records! Embed Google Sheets! Looking for a simple way to handle data integration and data sync in HubSpot? Data Bridge lets you connect external data, embed dashboards, and even manage custom objects right inside your HubSpot records. Whether it’s data migration, a custom connector, or the ability to import/export data from Google Sheets, Excel, or databases, Data Bridge makes automation, reporting integration, and ETL for HubSpot effortless. Create customizable grids, embed/show data you need, and turn your HubSpot records into a true command center.



Key Features of Data Bridge

Embed Images with Links directly into HubSpot records

  • Add product photos, marketing materials, or any visual assets directly into Contacts, Companies, Deals, Tickets, or Custom Objects. Keep your team aligned with visuals right where they work.

Live Google Sheets, Docs Integration

  • Embed and iframe Google Sheets inside HubSpot records to display real-time reports, trackers, or dashboards. Perfect for progress tracking, KPIs, or shared client data.

YouTube Video Embeds

  • Bring tutorials, product demos, or client updates directly into HubSpot records. Teams get instant access to the right video content without leaving the CRM

Custom Grid Builder

  • Design fully customizable grids inside HubSpot records. Add tags, text, status indicators, links, images, icons, emails, or alerts. Use color-coded variants (Success, Warning, Error, Info) and extra notes to make complex data easy to interpret and act on.

Conditional Display Rules

  • Show or hide modules based on deal stage, property values, or custom conditions — so each team member sees only what’s relevant at the right time.

Seamless HubSpot Integration

  • Works natively with all HubSpot standard objects (Contacts, Companies, Deals, Tickets) and Custom Objects — no coding or extra logins required.

File & Media Support

  • Upload and display images, PDFs, or media files inside records for faster collaboration and centralized context.

Where You Can Place Content

  • All records – show content across your CRM.

  • Specific record – add content to a single record you are viewing.

  • Filtered records – target records that match your chosen criteria.

Filters work for any content type, so the right info appears in the right place.


Why It’s Useful — The Right Content, in the Right Place.

  • Keep external content accessible without leaving HubSpot.

  • Reduce tab-switching and scattered data.

  • Could you give your team up-to-date visuals and information in context?

  • Enhance records with actionable content your team can reference instantly.

Top 5 practical business use cases where it shines:

1. Customer Onboarding Hub (Saas / Tech)

  • Embed onboarding checklists, playbooks, and kickoff call recordings directly in the deal or company record.

  • Show different instructions depending on the onboarding stage (e.g., “Setup Pending” vs. “Live”).

  • CSMs update progress directly inside HubSpot without switching tools.

2. Account Health & Success Tracking (Customer Success)

  • Add a live Google Sheet or dashboard with KPIs, renewal dates, and NPS results.

  • Display warnings when usage drops, contract renewal is near, or certain properties flag risks.

  • Keep CSMs aligned with quick links (mailto account owner, renewal offer templates).

3. Sales Playbooks & Guidance (Sales Teams)

  • Show dynamic instructions based on deal stage (“Discovery” = show qualifying questions, “Proposal Sent” = show contract checklist).

  • Add shortcuts like mailto links for legal or finance approval.

  • Reduce rep ramp-up time by making the right info appear only when needed.

4. Field Service & Installations (Manufacturing / Services)

  • Embed an installation checklist inside a ticket.

  • Techs upload before/after photos, videos, or signed documents.

  • Show safety instructions or compliance notes only if a certain product type is selected.

5. Creative / Marketing Asset Reviews (Agencies or In-House Teams)

  • Store creative briefs, upload design drafts, and preview videos all in one record.

  • Show a “Review Pending” notice until the client marks approval.

  • Account managers can upload files, while directors control the structure and templates.

In short: Sync Data Bridge reduces tool-switching and brings the right content, at the right time, directly into HubSpot records. #1 HubSpot connector!

Funzionalità

Embed Images

Embed Images Directly in Deals, Tickets, and Other Record Views

Add product photos, marketing materials, or any visual assets directly into Contacts, Companies, Deals, Tickets, or Custom Objects. Keep your team aligned with visuals right where they work.

Embed and Iframe Google Spreadsheets

Google Sheets and Docs - view directly inside Deals, Tickets, etc

Embed and iframe Google Sheets inside HubSpot records to display real-time reports, trackers, or dashboards. Perfect for progress tracking, KPIs, or shared client data.

Add YouTube Videos

YouTube Video Embeds

Bring tutorials, product demos, or client updates directly into HubSpot records. Teams get instant access to the right video content without leaving the CRM.

Create a Grid

Custom Grid Builder

Design fully customizable grids inside HubSpot records. Add tags, text, status indicators, links, images, icons, emails, or alerts. Use color-coded variants (Success, Warning, Error, Info) and extra notes to make complex data easy to interpret and act on.

Conditional Display Rules

Conditional Display Rules

Show or hide modules based on deal stage, property values, or custom conditions — so each team member sees only what’s relevant at the right time.

Seamless HubSpot Integration

Seamless HubSpot Integration

Works natively with all HubSpot standard objects (Contacts, Companies, Deals, Tickets) and Custom Objects — no coding or extra logins required.

File & Media Support

File & Media Support

Upload and display images, PDFs, or media files inside records for faster collaboration and centralized context.

Funzionalità dell'app

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

Company

Aziende

Aziende

Contacts

Contatti

Contatti

Custom Objects

Oggetti personalizzati

Oggetti personalizzati

Deal

Trattative

Trattative

Deal Pipelines

Pipeline di trattativa

Pipeline di trattativa

Owners

Proprietari

Proprietari

Ticket

Ticket

Ticket

Recensioni

Filtra recensioni:

Ordina:


5/5
    25 set 2025

Un grande risparmio di tempo che elimina il fastidio di gestire file sparsi e porta tutto direttamente dove serve!

Un ponte di dati per la vittoria! Avevamo bisogno di un modo semplice per inserire in HubSpot le note spese archiviate in Excel e questo ha risolto il problema senza dover gestire tonnellate di cartelle di google drive. Ora i rappresentanti possono facilmente clonare le note spese, inserirle direttamente nelle loro offerte e accedervi facilmente senza dover scavare in google drive. Un grande risparmio di tempo e di stress!

Cosa ti piace?

Facile da configurare, porta le risorse esterne direttamente in HubSpot per facilitarne l'accesso

Cosa non ti piace?

Non è stato ancora trovato nulla!

  • Estey, Z.

Tradotto from English. Visualizza testo original

Risposta da Bilynska, Y., 4CRMs26 set 2025
Grazie mille per la sua recensione! Sono lieto che Data Bridge stia aiutando il vostro team a rimanere organizzato e a risparmiare tempo: è esattamente quello che ci auguravamo mentre lo costruivamo!!!

5/5
    19 set 2025

Trasforma HubSpot in un centro di comando

Il nostro team ha iniziato a usare Data Bridge! di 4CRM di recente e ha già semplificato il nostro flusso di lavoro in modi potenti. La possibilità di incorporare fogli, documenti, video e altre risorse esterne di Google direttamente nei record di HubSpot ha eliminato un sacco di passaggi e ha reso il nostro CRM molto più fruibile. È intuitivo, flessibile e porta i dati giusti nel posto giusto al momento giusto.

Cosa ti piace?

- Facilissimo da configurare e iniziare a usare - Incorpora i contenuti critici per le vendite (come fogli di lavoro, materiali di riferimento, documenti di onboarding) direttamente in HubSpot - Le griglie personalizzabili facilitano l'organizzazione e la visualizzazione dei dati più rilevanti - Ottimo per far sentire i registri come un vero e proprio "centro di comando" - Maggiore efficienza e riduzione del tab-hopping

Cosa non ti piace?

- Alcuni contenuti incorporati (ad esempio, alcuni riproduttori video) possono avere problemi di visualizzazione a seconda delle impostazioni del browser.

  • Stern, D.

Tradotto from English. Visualizza testo original

Risposta da Bilynska, Y., 4CRMs26 set 2025
Grazie per l'ottimo feedback! Siamo lieti che Data Bridge aiuti il vostro team a lavorare in modo più efficiente con HubSpot. Le sue note sulle integrazioni e sulle stranezze di visualizzazione sono molto preziose. Ci lavoreremo. Grazie per essere stato con noi!

Prezzi

Questa app richiede uno dei piani di abbonamento Data Bridge - Bring Any (Sync) Data into CRM Objects seguenti.

Basic

49 USD

/mese

👉 Get 45 days free - 🔓unlock all features. Make HubSpot Records Smarter with UI Elements Right Where You Work. Bring Data to Contacts, Companies & Deals.

  • 3 UI Elements: Each added item counts as 1 element (e.g., an image or a video, etc.).

  • Contacts: Display Data Bridge UI elements inside contact records

  • Companies: Display Data Bridge UI elements inside company records.

  • Deals: Display Data Bridge UI elements inside deal records.

  • Embed images, YouTube, Google Docs, Slides & Sheets with iFrames - all displayed directly inside HubSpot records.

  • Filters: ⚠️ Not available (only per object or all objects apply

  • Custom Grid Builder: ⚠️ Not available. Can't create grids with tags, links, images, and notes.

Basic

49 USD

/mese

👉 Get 45 days free - 🔓unlock all features. Make HubSpot Records Smarter with UI Elements Right Where You Work. Bring Data to Contacts, Companies & Deals.

  • 3 UI Elements: Each added item counts as 1 element (e.g., an image or a video, etc.).

  • Contacts: Display Data Bridge UI elements inside contact records

  • Companies: Display Data Bridge UI elements inside company records.

  • Deals: Display Data Bridge UI elements inside deal records.

  • Embed images, YouTube, Google Docs, Slides & Sheets with iFrames - all displayed directly inside HubSpot records.

  • Filters: ⚠️ Not available (only per object or all objects apply

  • Custom Grid Builder: ⚠️ Not available. Can't create grids with tags, links, images, and notes.

* 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: 15/09/2025

Maggiori informazioni

Creazione di
4CRMs
Installazioni
PIù di 50 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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