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Heeros PSA

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App

Heeros PSA

All-in-one professional service automation

Byggd av
Heeros Oyj
Installationer
30+ installationer
Betyg

3

(1)

Logga in för att installeraKräver prenumeration på Heeros PSA

Krav

HubSpot-plan
Behörigheter för HubSpot-konto
Visa de obligatoriska kontobehörigheterna
Åtkomsttyp
Shared
Heeros PSA prenumeration
Growth, Business, eller Enterprise planer

Översikt

Leverage the Heeros PSA system for impeccable management of your professional services, both locally and globally. Efficiently allocate resources and manage invoicing, all while prioritizing client profitability, refining sales processes, and ensuring optimal resource utilization.

Heeros PSA Integration Overview

Sync data between Heeros PSA and HubSpot without manual data entry or messy, time-consuming imports.

Here's what HubSpot's Data Sync offers you:

  • Two-way sync: Data is shared between Heeros PSA and HubSpot in real-time.
  • Default field mappings: Setup is swift with pre-configured field mappings ready for you.
  • Historical syncing: Your current data will synchronize immediately, with updates syncing in real-time.
  • Sync Deals, Companies, Contacts, Pipleines, Stages, users and more.

Note! Integration compatible with all Heeros PSA plans.

Egenskaper

Bi-directional sync between HubSpot and Heeros PSA

Utilize the Heeros PSA workflow action to harness the power of customer data in HubSpot CRM, triggering processes seamlessly in Heeros PSA. Benefit from bi-directional synchronization, ensuring Contact, Company, and Deals data is consistently updated across both platforms for a cohesive experience.

Sync pipeline stages and send deals between HubSpot & Heeros PSA

Synchronize multiple pipelines across the platforms. Progressing a deal from one stage to another in HubSpot or Heeros PSA, this not only triggers a sync but also initiates the creation of a new Deal, Company, and Contact in Heeros PSA. This ensures that your data remains consistent and updated, providing a streamlined workflow for your operations.

Streamlining Invoicing and Expense Management with Heeros PSA

Leverage the Heeros PSA system for impeccable management of your professional services, both locally and globally. Efficiently allocate resources and manage invoicing, all while prioritizing client profitability, refining sales processes, and ensuring optimal resource utilization.

Master Time Tracking and Resource Planning with Heeros PSA

Heeros PSA's time tracker and resource planner are designed to elevate your operational efficiency. Harness the power of precise time tracking to monitor work hours accurately and allocate resources smartly.

Accounting Software Integrations with Heeros PSA

Heeros PSA seamlessly integrates with leading accounting software solutions, bridging the gap between professional service management and financial operations. This integration ensures that data flows smoothly between systems, reducing manual data entry and minimizing errors.

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

PSA Accounts

Företag

Företag

PSA Contacts

Kontakter

Kontakter

PSA Pipeline

Pipelines för affär

Pipelines för affär

PSA Projects

Affärer

Affärer

PSA User

Ägare

Ägare

Mer information om delade data

With the integration of Heeros PSA and HubSpot, experience seamless bi-directional data synchronization. Upon activating the integration, you can easily select from which software you wish to sync the data. With a few intuitive clicks, your existing data is effortlessly transferred, ensuring that your business operations are more streamlined and efficient.

Recensioner

Filtrera omdömen:

Sortera:


3 / 5
    28 nov 2025

Bra hantering av kontakt- och företagsdata, men problem med synkronisering av avtal och bristande flexibilitet i integrationen

Affärsinformationen och kontakterna fungerar bra, men erbjudandena behöver förbättras.

Vad är det du tycker om?

Kontakt- och företagsinformation flyttas ganska bra mellan olika system.

Vad är det du inte tycker om?

Deal-stegen är inte synkroniserade och integrationsinställningarna kan inte justeras i efterhand.

  • Vihermaa, K.

Översatt from Suomi. Visa original text

Den här appen kräver en av följande prenumerationsplaner för Heeros PSA.

Growth

19 €

/månad

Tools to expand your business. Max. 3 seats.

  • - CRM (Companies & Contacts)

  • - Sales Quotes & Proposals

  • - Won Deals Pipeline

  • - Project Invoicing

  • - Time Tracker

  • - Accounting Integrations

  • - Mobile app (iOS and Android)

  • - Google and O365 calendar sync

Does not require onboarding

Growth

19 €

/månad

Tools to expand your business. Max. 3 seats.

  • - CRM (Companies & Contacts)

  • - Sales Quotes & Proposals

  • - Won Deals Pipeline

  • - Project Invoicing

  • - Time Tracker

  • - Accounting Integrations

  • - Mobile app (iOS and Android)

  • - Google and O365 calendar sync

Does not require onboarding

*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: 2025-08-11

Mer information

Byggd av
Heeros Oyj
Installationer
30+ installationer
Kategorier
Språk som denna app finns på
Engelska, Finska och Svenska

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