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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 - 必要なアカウント権限を表示
Codaの契約内容 - プラン：PRO、またはTEAM、またはENTERPRISE
概要
1/3 - Sync your HubSpot data directly into your Coda doc.
Coda is the all-in-one doc that brings words, data, and teams together. At Coda, we know that closing deals and making customers happy takes a village. With the HubSpot Pack, you can bring your HubSpot data into Coda to unite your sales pipeline and your team, collaborate on open opportunities, and close deals faster.
The HubSpot Pack makes it easy to create account plans with total context, share with stakeholders for visibility, and take action. You can add your customer accounts, prospects, and support data from HubSpot into Coda, and send updates to HubSpot in the click of a button with two-way sync.
Learn more about the HubSpot Pack or view the setup guide.
機能
Increase ROI through two-way sync.
Supercharge your team’s productivity by eliminating data re-entry and switching between tools. With two-way sync between Coda and HubSpot, teams can plan and act on customer data in real time, all in one place.
Enrich your HubSpot data with the context of your account plan.
See the whole picture in Coda. You can enrich your HubSpot data with the full context of your accounts by instantly pulling CRM data into account plans, sales hubs, leadership dashboards, & more. And with other integrations like Slack, Gmail, and Gong, you can connect all the tools your team needs to collaborate effectively.
React faster through better collaboration.
Win deals faster by uniting your sales data with your team’s work. By connecting HubSpot and Coda, you can see all open deals at a glance, easily call out where you need support, and have team members across functions sign up to help.
アプリ機能
共有されるデータ
Companies | ||
Contacts | ||
Deals | ||
Products | ||
Tickets |
確認
2.0
5
2.0
5
- 2024年11月8日
Lack of deal info sync makes this unuseable
I want to be able to sync deal information, including line items, deal information, and anything that isn't just the name and a link. Without any deal detail, I have no use for this integration.
Stroobosscher, K.
テクノロジー - ソフトウェア - 従業員数51人～200人
- 2024年9月5日
Not enough functionality
Coda has proven to be a useful tool for the team, but the integration with HubSpot is substandard for our needs. We need to be able to filter the information we sync from HubSpot into Coda, as not everything we have is needed for current operations.
Trejo Fernandez, J.C.
コンサルティング／顧問 - 従業員数26人～50人
価格
PRO
$42
/doc maker/monthFor scaling yourself and your team.
Unlimited doc size
30-day version history
Hidden pages
Custom form branding
Pro Packs
Access to Coda experts
And, everything included in Free
PRO
$42
/doc maker/monthFor scaling yourself and your team.
Unlimited doc size
30-day version history
Hidden pages
Custom form branding
Pro Packs
Access to Coda experts
And, everything included in Free
* 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：2023/02/28
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