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Redtail CRM

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Data Sync - Sync Redtail CRM data with HubSpot

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HubSpot

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설치하려면 로그인하세요.Redtail CRM 구독 필요

요구 사항

HubSpot 요금제
    모든 HubSpot 플랜에서 작동
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HubSpot 계정 권한
권한이 필요하지 않음
Redtail CRM 구독
Redtail CRM 플랜

개요

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

기능

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.

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.

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.

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.

앱 기능

공유 데이터

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.

HubSpot의 데이터 동기화
데이터 소스
동기화 방향
HubSpot에 있음
HubSpot에 있음

Individual Contacts

연락처

연락처

Non-Individual Contacts

회사

회사

리뷰

리뷰 필터링:

정렬:


2/5
    2023년 4월 11일

Inhibited Features

The integration is very limited. You must have operations hub as well as marketing pro in order to actually integrate well.

어떤 문제를 해결하려고 하나요?

You must have operations hub in order to sync extra fields. This is a very very basic integration.

  • Perkins, P.

  • 마케팅 서비스
  • 직원 6~10명

Redtail CRM

US$99

/월

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

per month per database

Redtail CRM

US$99

/월

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

per month per database

* 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: 2022.03.15.

자세한 정보

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HubSpot

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