Redtail CRM
Data Sync - Sync Redtail CRM data with HubSpot
Byggd av HubSpot
Installationer - 100+ installationer
Betyg - 2(1)
Krav
HubSpot-plan Fungerar med alla HubSpot-planer Läs mer Behörigheter för HubSpot-konto Det krävs inga behörigheter Redtail CRM prenumeration - Redtail CRM plan
Översikt
1/2
Sync data between Redtail CRM 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 Redtail CRM 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
Egenskaper
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Sync Redtail CRM and HubSpot data
Make manual data entry a thing of the past by syncing data (see below) between HubSpot and Redtail CRM. When records are created or updated in either app, that information will be automatically shared with the other one.
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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 field or HubSpot list to sync exactly what you want—and nothing you don’t.
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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.
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Custom field mappings
Custom field mappings are available with Data Hub Starter and up (paid). Custom mappings add the flexibility to create your own mappings or make changes to your default ones.
Appfunktionalitet
Delade data
Each object has field mappings that connect matching information from each app. Default mappings are listed below. If you want to change these default mappings or create your own, custom field mappings are available with Data Hub Starter and up.
Companies sync with Businesses, Associations, Trusts and Unions.
Contacts sync with Individuals.
Individual Contacts | ||
Non-Individual Contacts |
Recensioner
- 11 apr 2023
Inhiberade funktioner
Integrationen är mycket begränsad. Du måste ha både Operations Hub och Marketing Pro för att faktiskt kunna integrera dem på ett bra sätt.
Du måste ha Operations Hub för att kunna synkronisera extra fält. Detta är en mycket mycket grundläggande integration.
Perkins, P.
Marknadsföringstjänster - 6 till 10 anställda
Prissättning
Redtail CRM
99 US$
/månadIncludes 15 users
Unlimited leads, contacts, reminders, and tasks
Complimentary database conversions
Broadcast emails
Free Mobile app
Custom exporting
Access anywhere, anytime
Backup and disaster recovery
Document management
Workflow processes
Categorize and tag client records
Detailed reports
Seminar management
Free support
Redtail CRM
99 US$
/månadIncludes 15 users
Unlimited leads, contacts, reminders, and tasks
Complimentary database conversions
Broadcast emails
Free Mobile app
Custom exporting
Access anywhere, anytime
Backup and disaster recovery
Document management
Workflow processes
Categorize and tag client records
Detailed reports
Seminar management
Free support
*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: 2022-03-15
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