
요구 사항
HubSpot 요금제 모든 HubSpot 플랜에서 작동 자세히 알아보기 HubSpot 계정 권한 - 필수 계정 권한 보기
Okta Prod Workflows 구독 - Okta Lifecycle Management 플랜
개요
1/6
Okta Prod Workflows allows customers to create integration with HubSpot CRM from Okta Workflows
https://www.okta.com/platform/workflows
Using HubSpot CRM connector, Okta Workflows users can manage customer, companies, deals information and association between them using HubSpot CRM
기능

Add company record
Create customer's company record using connector action

Create a deal for customer
Create a new deal record, update details of the existing deal or delete an existing deal record.

Create a record for customer contact
Connector action would allow to create, update customer contact record.

Add association between customer, deal, company records
Use connector action to create association between customer and deal record.
앱 기능
공유 데이터
![]() Companies | ||
![]() Contacts | ||
![]() Deals |
리뷰
- 2022년 11월 18일
Love it
Can't begin to go into just how much time Okta Workflows saves me and my team over previously manually repetitive processes.
Automating employee, contractor and project onboarding across tooling
Helper flows make it so much easier to improve upon and chain together API processes or even automate things that some of our tools don't allow direct automation on.
The number of functions within some of the integrations pale compared to what can be achieved by API functions, but we're able to overcome this by designing and chaining together functions into helper flows.
Coleman, S.
기술 - 소프트웨어 - 직원 51~200명
- 2021년 5월 13일
seamless HubSpot integration with okta you can automate everything with your HubSpot crm
HubSpot is a complete CRM platform with all the tools you need to grow better — whether you want to increase leads, accelerate sales, streamline customer service, or build a powerful website. Today, over 95,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support to transform the way they attract, engage, and delight customers. The HubSpot Marketing Hub helps you grow traffic, convert more visitors, and run complete inbound marketing campaigns at scale. HubSpot's partnership with Okta enhances security while improving ease of access with Single Sign-On (SSO).
managing contacts and creating contact owners and putting them all in one org
Inc, P.
뱅킹/금융 서비스 - 직원 201~1,000명
가격 책정
Okta Lifecycle Management
US$4
/월Okta Lifecycle Management
US$4
/월* 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: 2022.10.07.
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