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Redtail CRM

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App

Redtail CRM

HubSpot-sertifisert app

Data Sync - Sync Redtail CRM data with HubSpot

Bygget av

HubSpot

Installeringer
100+ installasjoner
Rangering

2(1)

Logg på for å installereKrever Redtail CRM-abonnement

Krav

HubSpot-abonnement
    Fungerer med alle HubSpot-abonnementer
Finn ut mer
HubSpot-kontotillatelser
Ingen tillatelse nødvendig
Redtail CRM-abonnement
Redtail CRM-abonnement

Oversikt

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

Funksjoner

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.

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.


Companies sync with Businesses, Associations, Trusts and Unions.

Contacts sync with Individuals.

Datasynkronisering av HubSpot
Datakilde
Synkroniseringsretning
I HubSpot
I HubSpot

Individual Contacts

Kontakter

Kontakter

Non-Individual Contacts

Selskaper

Selskaper

Gjennomganger

Filtrer gjennomganger:

Sorter:


2/5
    11. april 2023

Inhiberte funksjoner

Integrasjonen er svært begrenset. Du må ha både Operations Hub og Marketing Pro for å få til en god integrasjon.

Hvilket problem prøver du å løse?

Du må ha Operations Hub for å kunne synkronisere ekstra felt. Dette er en svært grunnleggende integrasjon.

  • Perkins, P.

  • Markedsføringstjenester
  • 6 til 10 ansatte
Oversatt from English. Vis original tekst

Redtail CRM

USD 99

/måned

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

USD 99

/måned

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

* 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: 15.03.2022

Mer info

Bygget av

HubSpot

Installeringer
100+ installasjoner
Kategorier
Språkene appen er tilgjengelig på
Engelsk

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