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Coda
All-in-one doc that brings words, data, and teams together.
Criado por Coda
Instalações - mais de 200 instalações
Avaliação - 2(5)
Requisitos
Plano da HubSpot Funciona com todos os planos da HubSpot Saiba mais Permissões da conta da HubSpot - Ver permissões de conta necessárias
Assinatura Coda - PRO, TEAM ou ENTERPRISE planos
Visão geral
1/3 - Sync your HubSpot data directly into your Coda doc.
Coda is the all-in-one doc that brings words, data, and teams together. At Coda, we know that closing deals and making customers happy takes a village. With the HubSpot Pack, you can bring your HubSpot data into Coda to unite your sales pipeline and your team, collaborate on open opportunities, and close deals faster.
The HubSpot Pack makes it easy to create account plans with total context, share with stakeholders for visibility, and take action. You can add your customer accounts, prospects, and support data from HubSpot into Coda, and send updates to HubSpot in the click of a button with two-way sync.
Learn more about the HubSpot Pack or view the setup guide.
Recursos
Increase ROI through two-way sync.
Supercharge your team’s productivity by eliminating data re-entry and switching between tools. With two-way sync between Coda and HubSpot, teams can plan and act on customer data in real time, all in one place.
Enrich your HubSpot data with the context of your account plan.
See the whole picture in Coda. You can enrich your HubSpot data with the full context of your accounts by instantly pulling CRM data into account plans, sales hubs, leadership dashboards, & more. And with other integrations like Slack, Gmail, and Gong, you can connect all the tools your team needs to collaborate effectively.
React faster through better collaboration.
Win deals faster by uniting your sales data with your team’s work. By connecting HubSpot and Coda, you can see all open deals at a glance, easily call out where you need support, and have team members across functions sign up to help.
Funcionalidade do aplicativo
Dados compartilhados
Companies | ||
Contacts | ||
Deals | ||
Products | ||
Tickets |
Avaliações
2,0
5
2,0
5
- 8 de Nov de 2024
Lack of deal info sync makes this unuseable
I want to be able to sync deal information, including line items, deal information, and anything that isn't just the name and a link. Without any deal detail, I have no use for this integration.
Stroobosscher, K.
Tecnologia - Software - 51 a 200 funcionários
- 5 de Set de 2024
Not enough functionality
Coda has proven to be a useful tool for the team, but the integration with HubSpot is substandard for our needs. We need to be able to filter the information we sync from HubSpot into Coda, as not everything we have is needed for current operations.
Trejo Fernandez, J.C.
Consultoria - 26 a 50 funcionários
PRO
US$ 42
/doc maker/monthFor scaling yourself and your team.
Unlimited doc size
30-day version history
Hidden pages
Custom form branding
Pro Packs
Access to Coda experts
And, everything included in Free
PRO
US$ 42
/doc maker/monthFor scaling yourself and your team.
Unlimited doc size
30-day version history
Hidden pages
Custom form branding
Pro Packs
Access to Coda experts
And, everything included in Free
* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 28/02/2023
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