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Insightly

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Insightly

HubSpot-gecertificeerde app

Data Sync - Sync Insightly with HubSpot data

Gemaakt door
HubSpot
Installaties
200+ installaties
Beoordeling

4,5(2)

Meld je aan om te installerenVereist Insightly-abonnement

Vereisten

HubSpot-abonnement
    Werkt met alle HubSpot-abonnementen
Meer informatie
HubSpot-accountmachtigingen
Geen machtigingen vereist
Insightly-abonnement
Plus, Professional of Enterprise plannen

Overzicht

Sync data between Insightly 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 Insightly 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

Functies

Sync Insightly and HubSpot data

Make manual data entry a thing of the past by syncing data between HubSpot and Insightly. 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 Insightly field (like tags or custom fields) 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 or Professional plans. 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

Contacts

Contactpersonen

Contactpersonen

Custom Object

Aangepaste objecten

Aangepaste objecten

Leads

Contactpersonen

Contactpersonen

Opportunities

Deals

Deals

Organizations

Bedrijven

Bedrijven

Reviews

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4/5
    15 jun. 2023

Didn't transfer all the data from Insighlty

We have been using Insightly and we are checking if we can more from there to HubSpot. We need to transfer all our data in HubSpot before shifting completely. The shift has not been decided yet though.

Welk probleem probeer je op te lossen?

We have been using Insightly as our CRM

  • Kasartos Mashias, A.

  • Bankwezen/financiële diensten
  • 11 tot 25 werknemers

5/5
    21 feb. 2023

Easy to Switch from Insightly to HubSpot

Using the Insightly connector to HubSpot allowed me to easily import my data into HubSpot.

Welk probleem probeer je op te lossen?

I used to use Insightly for our company CRM and am now switching over to HubSpot.

Wat vind je goed?

The Insightly connector saves a lot of work by not having to recreate all our company's contacts and CRM data.

Wat vind je niet goed?

No disadvantages.

  • Hadeed, A.

  • Education
  • 2 tot 5 werknemers

Deze app vereist een van de volgende Insightly-abonnementen.

Plus

US$ 29

/maand

Plus

US$ 29

/maand

* 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: 02-06-2025

Meer info

Gemaakt door
HubSpot
Installaties
200+ installaties
Categorieën
Talen waarin deze app beschikbaar is
Duits, Engels, Frans, Italiaans, Japans, Portugees en Spaans

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