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Acumatica CRM

ビルド

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アプリ

Acumatica CRM

HubSpot認定アプリ

Data Sync - Sync Acumatica CRM data with HubSpot

開発元

HubSpot

インストール数
100件以上のインストール
評価

2(3)

サインインしてインストールAcumatica CRMのご契約が必要

必要な条件

HubSpotエディション
    全てのHubSpotエディションに対応
もっと詳しく
HubSpotアカウント権限
権限は不要です
Acumatica CRMの契約内容
プラン:Review Acumatica CRM Pricing Page

概要

Sync data between Acumatica CRM 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 Acumatica CRM 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

Important note: This is a sync with the Acumatica CRM. It is not a sync with the ERP.

機能

Sync Acumatica CRM and HubSpot in the background

Sync Acumatica CRM and HubSpot in the background

Make manual data entry a thing of the past by syncing data (see below) between HubSpot and Acumatica CRM. When records are created or updated in either app, that information will be automatically shared with the other one. You can also add a filter for any Acumatica CRM field or HubSpot list to sync exactly what you want—and nothing you don’t.

Custom Field Mappings

Custom Field Mappings

Out-of-the-box default field mappings make set-up quick and keep your data clean and organized. Custom field mappings are available with Operations Hub Starter or above. Acumatica custom field types will only sync one-way into HubSpot.

アプリ機能

共有されるデータ

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.

Note: Custom field mappings can only be set up syncing from Acumatica towards HubSpot.

HubSpotが開発したデータ同期
データソース
同期方向
HubSpot上
HubSpot上

Business Accounts

会社

会社

Contacts

コンタクト

コンタクト

Leads

コンタクト

コンタクト

確認

レビューを絞り込み:

並べ替え:


レビューを絞り込み:

並べ替え:


2/5
    2023年7月5日

CRM only sync is limiting

Moving sales over to HubSpot may be impossible without a more comprehensive integration that doesn't require building the same order on multiple platforms. at bare minimum we need activity and deal syncing.

どのような問題を解決しようとしていますか?

Acumatica is at the heart of our business operations and is the source of truth for sales orders invoicing and more.

  • Grason, T.

  • 製造
  • 従業員数51人~200人
2/5
    2023年4月12日

Too simplistic

It is not working well - - The sync is not working properly unless we manually trigger it from time to time - it is definitely not "Listening" - The integration is too simple to match the complexity of Acumatica. the integration only takes care of Business Accounts and Contacts and it is also not displaying the entirety of fields available in those dac tables. - What about the AR.Customers table, and the Sales Orders table to that we can push "Deals"/Orders to HubSpot? - What about the CRM tables? would be nice to have Cases sync with HubSpot Overall, the integration just needs to be more robust and comprehensive

どのような問題を解決しようとしていますか?

Import Companies, Contacts, Deals

  • Mazzoni, M.

  • 消費者製品
  • 従業員数26人~50人

Review Acumatica CRM Pricing Page

$0

Use the 'See all pricing options' link on the righthand side

  • "Make sure to confirm the HubSpot subscription and the Acumatica CRM subscription needed to install this integration

  • Note: ""Free"" is referring to the cost of the integration, not the app subscriptions "

Review Acumatica CRM Pricing Page

$0

Use the 'See all pricing options' link on the righthand side

  • "Make sure to confirm the HubSpot subscription and the Acumatica CRM subscription needed to install this integration

  • Note: ""Free"" is referring to the cost of the integration, not the app subscriptions "

* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新:2025/09/03

その他の情報

開発元

HubSpot

インストール数
100件以上のインストール
カテゴリー
このアプリが対応している言語
英語

人気

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