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EverAfter

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App

EverAfter

Design a no-code Customer Interface

Installationer
50+ installationer
Betyg

5(1)

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Krav

HubSpot-plan
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EverAfter prenumeration
Business plan

Översikt

Build a shared workspace with each client where you can deliver actionable success plans, personal resources, and valuable reports (all on your own!)

With EverAfter you can:

  • Create white-labeled customer hubs for low-touch onboarding, POCs, customer meetings, account dashboards, and more.
  • Display real-time data and resources directly from CRM, ticketing, calendars, and analytics.
  • Create the right plan for every segment of your customer base in bulk.

Egenskaper

Sync and update companies data directly from EverAfter

Easily update HubSpot fields from your EverAfter hub using our 2-way-integration. Data can be presented during customer presentations, weekly status meetings and over email.

Utilize visibility rules to show data based on HubSpot segmentation

EverAfter's visibility rules feature allows you to determine who's exposed to each one of your assets. Using the HubSpot integration you'll be able to segment audiences easily and trigger hub content accordingly.

Trigger HubSpot Workflows

Leverage EverAfter data to trigger Workflows and save valuable time by automating the post meeting process

Give your customers the power to update fields on their own

Power to the people! Give your customers the power to update missing fields on their own directly in EverAfter. That data can then feed your HubSpot CRM automagically.

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

Account

Företag

Företag

Account Fields

Företagsegenskaper

Företagsegenskaper

Account Users

Kontakter

Kontakter

Additional Objects

CRM pipelines

Affärer

CRM pipelines

Affärer

Support Requests

Supportärenden

Supportärenden

Recensioner

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5 / 5
    8 aug 2022

Super simple integration that delivers!

It's early days, but EverAfter's HubSpot integration is already helping us streamline how we engage with our customers, giving us an at a glance view of deals, tickets, platforms within each account, alongside other integrated content from other platforms. It gives clients better visibility across all the live requirements we're discussing with them, and allows us to share a roadmap of ideas which are driven by future requirements/backlog items we capture in HubSpot. The ability to add client-facing labels in the EverAfter account view (so that clients don't see 'Deals' and 'Tickets', but labels that are more meaningful to them) is a nice touch too.

Vad är det för problem du försöker lösa?

We're using EverAfter for client communication and and relationship management. The integration with HubSpot is really easy to set up and configure - being able to pull through live object data and present that to clients is really helping us shape conversations with our customers.

Vad är det du tycker om?

Ease of integration - initially takes <1 minute, then individual object integration is really simple too. The filtering options are easy to configure too (e.g. just showing objects based on relevant criteria is configured at widget level, giving you full control over which properties are passed through into the EverAfter view).

Vad är det du inte tycker om?

The UI for integrated HubSpot objects can be a little clunky - you'll need to play around with what properties you want to bring over to display to optimise how your data presents to users.

  • Bradshaw, J.

  • Teknik – programvara
  • 26 till 50 anställda

Business

29 000 US$

/år

Get access to our complete Customer Experience Portal Software.

  • Contact us for different packaging and pricing details.

Business

29 000 US$

/år

Get access to our complete Customer Experience Portal Software.

  • Contact us for different packaging and pricing details.

*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2024-07-11

Mer information

Byggd av
EverAfter AI Ltd.
Installationer
50+ installationer
Kategorier
Språk som denna app finns på
Engelska

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