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 Heeros PSAの契約内容 - プラン:Growth、またはBusiness、またはEnterprise
概要
1/6
Leverage the Heeros PSA system for impeccable management of your professional services, both locally and globally. Efficiently allocate resources and manage invoicing, all while prioritizing client profitability, refining sales processes, and ensuring optimal resource utilization.
Heeros PSA Integration Overview
Sync data between Heeros PSA and HubSpot without manual data entry or messy, time-consuming imports.
Here's what HubSpot's Data Sync offers you:
- Two-way sync: Data is shared between Heeros PSA and HubSpot in real-time.
- Default field mappings: Setup is swift with pre-configured field mappings ready for you.
- Historical syncing: Your current data will synchronize immediately, with updates syncing in real-time.
- Sync Deals, Companies, Contacts, Pipleines, Stages, users and more.
Note! Integration compatible with all Heeros PSA plans.
機能

Bi-directional sync between HubSpot and Heeros PSA
Utilize the Heeros PSA workflow action to harness the power of customer data in HubSpot CRM, triggering processes seamlessly in Heeros PSA. Benefit from bi-directional synchronization, ensuring Contact, Company, and Deals data is consistently updated across both platforms for a cohesive experience.

Sync pipeline stages and send deals between HubSpot & Heeros PSA
Synchronize multiple pipelines across the platforms. Progressing a deal from one stage to another in HubSpot or Heeros PSA, this not only triggers a sync but also initiates the creation of a new Deal, Company, and Contact in Heeros PSA. This ensures that your data remains consistent and updated, providing a streamlined workflow for your operations.

Streamlining Invoicing and Expense Management with Heeros PSA
Leverage the Heeros PSA system for impeccable management of your professional services, both locally and globally. Efficiently allocate resources and manage invoicing, all while prioritizing client profitability, refining sales processes, and ensuring optimal resource utilization.

Master Time Tracking and Resource Planning with Heeros PSA
Heeros PSA's time tracker and resource planner are designed to elevate your operational efficiency. Harness the power of precise time tracking to monitor work hours accurately and allocate resources smartly.

Accounting Software Integrations with Heeros PSA
Heeros PSA seamlessly integrates with leading accounting software solutions, bridging the gap between professional service management and financial operations. This integration ensures that data flows smoothly between systems, reducing manual data entry and minimizing errors.
アプリ機能
共有されるデータ
PSA Accounts | ||
PSA Contacts | ||
PSA Pipeline | ||
PSA Projects | ||
PSA User |
確認
- 2025年11月28日
連絡先と企業データの管理は優れているが、取引同期と統合の柔軟性の低さが問題。
ビジネス情報と連絡先はうまく機能しているが、取引には少し工夫が必要だ。
連絡先や会社の情報は、システム間でかなりうまく移動する。
ディールステップは同期されず、統合設定を後で調整することはできません。
Vihermaa, K.
価格
Growth
€19
/月Tools to expand your business. Max. 3 seats.
- CRM (Companies & Contacts)
- Sales Quotes & Proposals
- Won Deals Pipeline
- Project Invoicing
- Time Tracker
- Accounting Integrations
- Mobile app (iOS and Android)
- Google and O365 calendar sync
Growth
€19
/月Tools to expand your business. Max. 3 seats.
- CRM (Companies & Contacts)
- Sales Quotes & Proposals
- Won Deals Pipeline
- Project Invoicing
- Time Tracker
- Accounting Integrations
- Mobile app (iOS and Android)
- Google and O365 calendar sync
* 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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