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요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
Coda 구독 - PRO, TEAM 또는 ENTERPRISE 플랜
개요
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.
기능
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.
앱 기능
공유 데이터
Companies | ||
Contacts | ||
Deals | ||
Products | ||
Tickets |
리뷰
2.0
5
2.0
5
- 2024년 11월 8일
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.
기술 - 소프트웨어 - 직원 51~200명
- 2024년 9월 5일
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.
컨설팅/자문 - 직원 26~50명
가격 책정
PRO
US$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
US$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
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2023.02.28.
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