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必要な条件
HubSpotエディション HubSpotアカウント権限 - 必要なアカウント権限を表示
アクセス権のタイプ Shared EverAfterの契約内容 - プラン：Business
概要
1/1 - Allow customers to update properties on any HubSpot field
Build a shared workspace with each client where you can deliver actionable success plans, personal resources, and valuable reports (all on your own!)
With EverAfter you can:
- Create white-labeled customer hubs for low-touch onboarding, POCs, customer meetings, account dashboards, and more.
- Display real-time data and resources directly from CRM, ticketing, calendars, and analytics.
- Create the right plan for every segment of your customer base in bulk.
機能
Sync and update companies data directly from EverAfter
Easily update HubSpot fields from your EverAfter hub using our 2-way-integration. Data can be presented during customer presentations, weekly status meetings and over email.
Utilize visibility rules to show data based on HubSpot segmentation
EverAfter's visibility rules feature allows you to determine who's exposed to each one of your assets. Using the HubSpot integration you'll be able to segment audiences easily and trigger hub content accordingly.
Trigger HubSpot Workflows
Leverage EverAfter data to trigger Workflows and save valuable time by automating the post meeting process
Give your customers the power to update fields on their own
Power to the people! Give your customers the power to update missing fields on their own directly in EverAfter. That data can then feed your HubSpot CRM automagically.
アプリ機能
共有されるデータ
Account | ||
Account Fields | ||
Account Users | ||
Additional Objects | ||
Support Requests |
確認
- 2022年8月8日
Super simple integration that delivers!
It's early days, but EverAfter's HubSpot integration is already helping us streamline how we engage with our customers, giving us an at a glance view of deals, tickets, platforms within each account, alongside other integrated content from other platforms. It gives clients better visibility across all the live requirements we're discussing with them, and allows us to share a roadmap of ideas which are driven by future requirements/backlog items we capture in HubSpot. The ability to add client-facing labels in the EverAfter account view (so that clients don't see 'Deals' and 'Tickets', but labels that are more meaningful to them) is a nice touch too.
We're using EverAfter for client communication and and relationship management. The integration with HubSpot is really easy to set up and configure - being able to pull through live object data and present that to clients is really helping us shape conversations with our customers.
Ease of integration - initially takes <1 minute, then individual object integration is really simple too. The filtering options are easy to configure too (e.g. just showing objects based on relevant criteria is configured at widget level, giving you full control over which properties are passed through into the EverAfter view).
The UI for integrated HubSpot objects can be a little clunky - you'll need to play around with what properties you want to bring over to display to optimise how your data presents to users.
Bradshaw, J.
テクノロジー - ソフトウェア - 従業員数26人～50人
価格
Business
$29,000
／年Get access to our complete Customer Experience Portal Software.
Contact us for different packaging and pricing details.
Business
$29,000
／年Get access to our complete Customer Experience Portal Software.
Contact us for different packaging and pricing details.
* 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：2025/08/11
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