Close
Data Sync - Sync Close data with HubSpot
Wymagania
Plan HubSpot Działa ze wszystkimi planami HubSpot Dowiedz się więcej Uprawnienia konta HubSpot Nie wymaga uprawnień Subskrypcja Close - Review Close's Pricing Page plan
Przegląd
1/2
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"
Cechy
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.
Funkcjonalność aplikacji
Udostępnione dane
Calls | ||
Contacts | ||
Custom Objects | ||
Emails | ||
Leads | ||
Notes | ||
Opportunities | ||
Tasks |
Recenzje
- 25 paź 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.
We were trialing it as a CRM.
It looked promising, has alot of cool features. We had a microsoft founders hub benefit.
Needs more support and documentation.
O'Neill, N.
Usługi konsumenckie - Od 6 do 10 pracowników
- 28 lis 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.
Outbound Sales
None
Close isn't the problem its HubSpot
Hesseltine, K.
Usługi marketingowe - Od 11 do 25 pracowników
Review Close's Pricing Page
0 USD
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
0 USD
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
* Powyższe ceny zostały podane wyłącznie w celach informacyjnych. Nie zawierają one podatków, premii, zniżek lub innych zmiennych cenowych. Skontaktuj się z partnerem w celu uzyskania najbardziej aktualnych i poprawnych informacji o cenach. HubSpot nie ponosi żadnej odpowiedzialności za informacje cenowe, które są dostarczane przez naszych partnerów. Ostatnia aktualizacja cen: 08.05.2025
Więcej informacji
Utworzone przez - HubSpot
Instaluje - Ponad 800 instalacji
Kategorie Języki, w których dostępna jest ta aplikacja Angielski
Nowości
