Acumatica CRM
Data Sync - Sync Acumatica CRM data with HubSpot
Bygget av HubSpot
Installeringer - 100+ installasjoner
Rangering - 2(3)
Krav
HubSpot-abonnement Fungerer med alle HubSpot-abonnementer Finn ut mer HubSpot-kontotillatelser Ingen tillatelse nødvendig Acumatica CRM-abonnement - Review Acumatica CRM Pricing Page-abonnement
Oversikt
1/2
Sync data between Acumatica 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 Acumatica 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
Important note: This is a sync with the Acumatica CRM. It is not a sync with the ERP.
Funksjoner
Sync Acumatica CRM and HubSpot in the background
Make manual data entry a thing of the past by syncing data (see below) between HubSpot and Acumatica CRM. When records are created or updated in either app, that information will be automatically shared with the other one. You can also add a filter for any Acumatica CRM field or HubSpot list to sync exactly what you want—and nothing you don’t.
Custom Field Mappings
Out-of-the-box default field mappings make set-up quick and keep your data clean and organized. Custom field mappings are available with Data Hub Starter or above. Acumatica custom field types will only sync one-way into HubSpot.
Appfunksjonalitet
Delt data
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.
Note: Custom field mappings can only be set up syncing from Acumatica towards HubSpot.
Business Accounts | ||
Contacts | ||
Leads |
Gjennomganger
- 5. juli 2023
CRM only sync is limiting
Moving sales over to HubSpot may be impossible without a more comprehensive integration that doesn't require building the same order on multiple platforms. at bare minimum we need activity and deal syncing.
Acumatica is at the heart of our business operations and is the source of truth for sales orders invoicing and more.
Grason, T.
Produksjon - 51 til 200 ansatte
- 12. april 2023
Too simplistic
It is not working well - - The sync is not working properly unless we manually trigger it from time to time - it is definitely not "Listening" - The integration is too simple to match the complexity of Acumatica. the integration only takes care of Business Accounts and Contacts and it is also not displaying the entirety of fields available in those dac tables. - What about the AR.Customers table, and the Sales Orders table to that we can push "Deals"/Orders to HubSpot? - What about the CRM tables? would be nice to have Cases sync with HubSpot Overall, the integration just needs to be more robust and comprehensive
Import Companies, Contacts, Deals
Mazzoni, M.
Forbrukerprodukter - 26 til 50 ansatte
Review Acumatica CRM Pricing Page
USD 0
Use the 'See all pricing options' link on the righthand side
"Make sure to confirm the HubSpot subscription and the Acumatica CRM subscription needed to install this integration
Note: ""Free"" is referring to the cost of the integration, not the app subscriptions "
Review Acumatica CRM Pricing Page
USD 0
Use the 'See all pricing options' link on the righthand side
"Make sure to confirm the HubSpot subscription and the Acumatica CRM subscription needed to install this integration
Note: ""Free"" is referring to the cost of the integration, not the app subscriptions "
* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 29.07.2024
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