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Redtail CRM

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App

Redtail CRM

HubSpot-gecertificeerde app

Data Sync - Sync Redtail CRM data with HubSpot

Gemaakt door

HubSpot

Installaties
100+ installaties
Beoordeling

2(1)

Meld je aan om te installerenVereist Redtail CRM-abonnement

Vereisten

HubSpot-abonnement
    Werkt met alle HubSpot-abonnementen
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HubSpot-accountmachtigingen
Geen machtigingen vereist
Redtail CRM-abonnement
Redtail CRM plan

Overzicht

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

Functies

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.

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 Data Hub Starter and up.


Companies sync with Businesses, Associations, Trusts and Unions.

Contacts sync with Individuals.

Gegevenssynchronisatie door HubSpot
Gegevensbron
Richting van synchronisatie
In HubSpot
In HubSpot

Individual Contacts

Contactpersonen

Contactpersonen

Non-Individual Contacts

Bedrijven

Bedrijven

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2/5
    11 apr. 2023

Geremde functies

De integratie is zeer beperkt. Je moet zowel operations hub als marketing pro hebben om echt goed te kunnen integreren.

Welk probleem probeer je op te lossen?

Je moet operations hub hebben om extra velden te kunnen synchroniseren. Dit is een zeer eenvoudige integratie.

  • Perkins, P.

  • Marketing
  • 6 tot 10 werknemers
Vertaald from English. Bekijkoriginal tekst

Redtail CRM

US$ 99

/maand

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

/maand

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

* 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: 15-03-2022

Meer info

Gemaakt door

HubSpot

Installaties
100+ installaties
Categorieën
Talen waarin deze app beschikbaar is
Engels

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