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HubSpot-gecertificeerde app

Data Sync - Sync Close data with HubSpot

Gemaakt door
HubSpot
Installaties
800+ installaties
Beoordeling

2,3(3)

Meld je aan om te installerenVereist Close-abonnement

Vereisten

HubSpot-abonnement
    Werkt met alle HubSpot-abonnementen
Meer informatie
HubSpot-accountmachtigingen
Geen machtigingen vereist
Close-abonnement
Review Close's Pricing Page plan

Overzicht

Sync data between Close 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 Close 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

Note: Please see below for which objects sync under "Shared Data"

Functies

Sync Close and HubSpot data

Make manual data entry a thing of the past by syncing data between HubSpot and Close. 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 Close field (like Opportunity Count or Status) 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 Operations Hub Starter and up (paid). Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

App-functionaliteit

Gedeelde gegevens
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 Operations Hub Starter and up.
Gegevenssynchronisatie door HubSpot
Gegevensbron
Richting van synchronisatie
In HubSpot
In HubSpot

Calls

Oproepen

Oproepen

Contacts

Contactpersonen

Contactpersonen

Custom Objects

Aangepaste objecten

Aangepaste objecten

Emails

E-mailactiviteiten

E-mailactiviteiten

Leads

Bedrijven

Bedrijven

Notes

Aantekeningen

Aantekeningen

Opportunities

Deals

Deals

Tasks

Taken

Taken

Reviews

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1/5
    25 okt. 2023

Hard to understand integration process, resulted in major error

We didn't end up using it. It's not a good fit for us at this time. We opted to stick with HubSpot's internal features. The integration process was hard to understand, and we ended up accidentally overwriting "deal owner" on 500+ deals in HubSpot to the incorrect owner.

Welk probleem probeer je op te lossen?

We were trialing it as a CRM.

Wat vind je goed?

It looked promising, has alot of cool features. We had a microsoft founders hub benefit.

Wat vind je niet goed?

Needs more support and documentation.

  • O'Neill, N.

  • Consumentendiensten
  • 6 tot 10 werknemers

1/5
    28 nov. 2022

Sync from HubSpot to Close is not good

Close works fine. HubSpot is the issue. I can't get the list I want from HubSpot to pass data over into Close. All of my data is coming into HubSpot without any issues.

Welk probleem probeer je op te lossen?

Outbound Sales

Wat vind je goed?

None

Wat vind je niet goed?

Close isn't the problem its HubSpot

  • Hesseltine, K.

  • Marketing
  • 11 tot 25 werknemers

Review Close's Pricing Page

US$ 0

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and the Close subscription needed to install the integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions

Review Close's Pricing Page

US$ 0

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and the Close subscription needed to install the integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions

* De hier vermelde prijzen dienen alleen ter illustratie. Alle prijzen zijn exclusief belasting, bonussen, kortingen of andere prijsvariabelen. Neem contact op met de partner voor de meest recente en correcte prijsinformatie. HubSpot erkent geen verantwoordelijkheid voor deze prijsinformatie, die wordt verstrekt door onze partners. Prijzen laatst bijgewerkt: 08-05-2025

Meer info

Gemaakt door
HubSpot
Installaties
800+ installaties
Categorieën
Talen waarin deze app beschikbaar is
Engels

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