
Redtail CRM
Data Sync - Sync Redtail 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(1)
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 Redtail CRMの契約内容 - プラン:Redtail CRM
概要
1/2
Sync data between Redtail 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 Redtail 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
機能
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Sync Redtail CRM and HubSpot data
Make manual data entry a thing of the past by syncing data (see below) between HubSpot and Redtail CRM. When records are created or updated in either app, that information will be automatically shared with the other one.
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Sync only the data you want
You’re in control of your data. You can set up a one- or two-way sync, which means you can either sync data from only one app to the other or back-and-forth between both apps. You can also add a filter for any field or HubSpot list to sync exactly what you want—and nothing you don’t.
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Default field mappings
Field mappings connect matching information in each app—and we’ve already created them for you. Our out-of-the-box default field mappings make set-up quick and keep your data clean and organized. Plus, there are no surprises: You can see exactly which fields come already mapped in the “Shared data” section below.
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Custom field mappings
Custom field mappings are available with Data Hub Starter and up (paid). Custom mappings add the flexibility to create your own mappings or make changes to your default ones.
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 Data Hub Starter and up.
Companies sync with Businesses, Associations, Trusts and Unions.
Contacts sync with Individuals.
![]() Individual Contacts | ||
![]() Non-Individual Contacts |
確認
- 2023年4月11日
抑制された機能
統合は非常に限られている。実際にうまく統合するには、Operations HubとMarketing Proが必要です。
余分なフィールドを同期するには、オペレーション・ハブが必要です。これは非常に基本的な統合です。
Perkins, P.
マーケティングサービス - 従業員数6人~10人
価格
Redtail CRM
$99
/月Includes 15 users
Unlimited leads, contacts, reminders, and tasks
Complimentary database conversions
Broadcast emails
Free Mobile app
Custom exporting
Access anywhere, anytime
Backup and disaster recovery
Document management
Workflow processes
Categorize and tag client records
Detailed reports
Seminar management
Free support
Redtail CRM
$99
/月Includes 15 users
Unlimited leads, contacts, reminders, and tasks
Complimentary database conversions
Broadcast emails
Free Mobile app
Custom exporting
Access anywhere, anytime
Backup and disaster recovery
Document management
Workflow processes
Categorize and tag client records
Detailed reports
Seminar management
Free support
* 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:2022/03/15
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