Sero
Modern customer onboarding for Implementation & PS teams: faster…
Built by - Sero
Installs - 10+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Sero Subscription - Pro plan
Overview
1/3 - Sero field mappings with HubSpot Objects
Sero is the modern customer onboarding platform for teams that run on HubSpot. It helps implementation and professional services teams turn deals into fast, predictable go-lives — without messy handoffs or chasing customers.
With the HubSpot integration, Sero pulls in company and deal context from HubSpot into Sero so onboarding starts with the right information your team needs — no chasing sales or switching tools. Then, as work happens, Sero writes project data back to HubSpot (status, progress, key dates, blockers) so Sales, CS, and leadership get real-time visibility right inside HubSpot.
This keeps HubSpot as the source of truth, Sero as the place where onboarding actually gets done, and makes your onboarding more consistent, faster, and easier to track across teams.
Features
Sync Information Between HubSpot And Sero
Our two-way sync keeps your data (Companies, Deals, Notes) up-to-date in both the platforms so your teams have important information from HubSpot visible directly in Sero. Project fields in Sero are mapped to HubSpot Company or Deal Properties
Track key project data points directly in HubSpot
Key Project information is written to HubSpot Deals/Tickets and kept in sync so other teams can have complete visibility into customer progress without logging in to Sero
App Functionality
Shared Data
Companies | ||
Custom Fields | ||
Custom Fields | ||
Owners | ||
Project | ||
Project Members | ||
Project Notes | ||
Project Sync Fields | ||
Project Sync Fields | ||
Projects |
Reviews
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Pricing
Pro
$100
/monthPro
$100
/month* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/07/2025
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