Okta Prod Workflows
Identity for the internet
Wymagania
Plan HubSpot Działa ze wszystkimi planami HubSpot Dowiedz się więcej Uprawnienia konta HubSpot - Wyświetl wymagane uprawnienia konta
Subskrypcja Okta Prod Workflows - Okta Lifecycle Management plan
Przegląd
1/6
Okta Prod Workflows allows customers to create integration with HubSpot CRM from Okta Workflows
https://www.okta.com/platform/workflows
Using HubSpot CRM connector, Okta Workflows users can manage customer, companies, deals information and association between them using HubSpot CRM
Cechy
Add company record
Create customer's company record using connector action
Create a deal for customer
Create a new deal record, update details of the existing deal or delete an existing deal record.
Create a record for customer contact
Connector action would allow to create, update customer contact record.
Add association between customer, deal, company records
Use connector action to create association between customer and deal record.
Funkcjonalność aplikacji
Udostępnione dane
Companies | ||
Contacts | ||
Deals |
Recenzje
- 18 lis 2022
Love it
Can't begin to go into just how much time Okta Workflows saves me and my team over previously manually repetitive processes.
Automating employee, contractor and project onboarding across tooling
Helper flows make it so much easier to improve upon and chain together API processes or even automate things that some of our tools don't allow direct automation on.
The number of functions within some of the integrations pale compared to what can be achieved by API functions, but we're able to overcome this by designing and chaining together functions into helper flows.
Coleman, S.
Technologia – oprogramowanie - Od 51 do 200 pracowników
- 13 maj 2021
seamless HubSpot integration with okta you can automate everything with your HubSpot crm
HubSpot is a complete CRM platform with all the tools you need to grow better — whether you want to increase leads, accelerate sales, streamline customer service, or build a powerful website. Today, over 95,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support to transform the way they attract, engage, and delight customers. The HubSpot Marketing Hub helps you grow traffic, convert more visitors, and run complete inbound marketing campaigns at scale. HubSpot's partnership with Okta enhances security while improving ease of access with Single Sign-On (SSO).
managing contacts and creating contact owners and putting them all in one org
Inc, P.
Usługi bankowe/finansowe - Od 201 do 1 000 pracowników
Ceny
Okta Lifecycle Management
4 USD
/mies.Okta Lifecycle Management
4 USD
/mies.* 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: 04.09.2025
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