Sero
Modern customer onboarding for Implementation & PS teams: faster…
Byggd av - Sero
Installationer - 10+ installationer
Krav
HubSpot-plan Behörigheter för HubSpot-konto - Visa de obligatoriska kontobehörigheterna
Sero prenumeration - Pro plan
Översikt
1/3 - Sero field mappings with HubSpot Objects
Sero is the modern customer onboarding platform for teams that run on HubSpot. It helps implementation and professional services teams turn deals into fast, predictable go-lives — without messy handoffs or chasing customers.
With the HubSpot integration, Sero pulls in company and deal context from HubSpot into Sero so onboarding starts with the right information your team needs — no chasing sales or switching tools. Then, as work happens, Sero writes project data back to HubSpot (status, progress, key dates, blockers) so Sales, CS, and leadership get real-time visibility right inside HubSpot.
This keeps HubSpot as the source of truth, Sero as the place where onboarding actually gets done, and makes your onboarding more consistent, faster, and easier to track across teams.
Egenskaper
Sync Information Between HubSpot And Sero
Our two-way sync keeps your data (Companies, Deals, Notes) up-to-date in both the platforms so your teams have important information from HubSpot visible directly in Sero. Project fields in Sero are mapped to HubSpot Company or Deal Properties
Track key project data points directly in HubSpot
Key Project information is written to HubSpot Deals/Tickets and kept in sync so other teams can have complete visibility into customer progress without logging in to Sero
Appfunktionalitet
Delade data
Companies | ||
Custom Fields | ||
Custom Fields | ||
Owners | ||
Project | ||
Project Members | ||
Project Notes | ||
Project Sync Fields | ||
Project Sync Fields | ||
Projects |
Recensioner
Bli först med att ge ett kundomdöme
Prissättning
Pro
100 US$
/månadPro
100 US$
/månad*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: 2025-11-07
Nykomlingar
