요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
Heeros PSA 구독 - Growth, Business 또는 Enterprise 플랜
개요
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.
기능

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.
앱 기능
공유 데이터
PSA Accounts | ||
PSA Contacts | ||
PSA Pipeline | ||
PSA Projects | ||
PSA User |
리뷰
- 2025년 11월 28일
연락처 및 회사 데이터 관리는 양호하지만 거래 동기화 및 통합이 유연하지 않아 문제 발생
비즈니스 정보 및 연락처는 잘 작동하지만 거래에는 약간의 작업이 필요합니다.
연락처 및 회사 정보는 시스템 간에 상당히 잘 이동합니다.
거래 단계는 동기화되지 않으며 나중에 통합 설정을 조정할 수 없습니다.
Vihermaa, K.
가격 책정
Growth
€19
/월Tools 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
/월Tools 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
* 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: 2023.11.30.
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