앱

CRM + Confluence App

HubSpot 인증 앱

Seamlessly embed HubSpot Companies, Contacts & Deals into Confluence.

제작자: resolution GmbH
설치: 설치 수 300개 이상
평가: 3(1)

설치하려면 로그인하세요.

CRM + Confluence App 구독 필요

요구 사항

HubSpot 요금제

모든 HubSpot 플랜에서 작동

자세히 알아보기

HubSpot 계정 권한

필수 계정 권한 보기

CRM + Confluence App 구독

Up to 10 Users, 11 - 250 User 또는 251+ Users 플랜

개요

1/3 - Create HubSpot objects in Confluence

HubSpot CRM for Confluence provides seamless integration of HubSpot data in Confluence Cloud. Regardless of what you are working on, you can:

Share data about contacts, companies and deals

Inform all Confluence users and gather feedback from them

Confluence users can therefore track HubSpot data directly from a Confluence page.

HubSpot CRM for Confluence offers the quickest and most flexible experience for sharing HubSpot CRM data:

Embed HubSpot CRM contacts, companies and deals directly from Confluence
Find HubSpot CRM data in Confluence
Automatically update HubSpot CRM data in Confluence when it changes in HubSpot
Comply with GDPR and automatically remove personal data from Confluence when the corresponding record is removed from HubSpot CRM

설정 가이드 보기

기능

Create HubSpot objects in Confluence

Create HubSpot Contacts, Companies & Deals in Confluence. - Set user group permissions based on create and/or view access. - Define which HubSpot properties are needed. - Start creating customer data in Confluence.

3 Elements to Search By

Query different data points from your HubSpot CRM: -Contact: Name, Email -Company: Name, Industry, Country -Deal: Name, Stage, Associated Contact

Dynamic Data

Embedded data updates automatically if you add more information to a deal, a customer’s contact details changes, or even if data needs to be deleted as per GDPR.

앱 기능

공유 데이터

데이터 소스	동기화 방향	HubSpot에 있음 HubSpot에 있음
Companies		회사 회사
Contacts		연락처 연락처
Deals		거래 거래

공유 데이터에 대한 자세한 정보

Administrators can limit the usage to specific Atlassian User Groups (Permission Management)

리뷰

리뷰 필터링:

정렬:

Limited

Limited filters available for data (max 3), and not being able to group items when on a page, made it something I couldn't use.

어떤 문제를 해결하려고 하나요?

I wanted to make it easy for reporting to be shown as a confluence doc - instead of exporting as a google sheet - that we could update directly from confluence.

Sutton, S.

기술 - 소프트웨어

직원 51~200명

Shephard, A., resolution GmbH의 댓글2023년 2월 5일

Hi Sarah, Thank you for the feedback, we are happy to assist you in getting more out of your experience using HubSpot for Confluence. We would love to discuss this issue you are facing, and better understand how you use the app in your day-to-day activities. Feel free to reach out to us for a meeting, and we will be happy to assist you in using the filters in a Confluence page when embedding grouped data. You can reach me at c.joubert@resolution.de We look forward to hearing from you.