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构建

FreshBooks

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应用程序

FreshBooks

HubSpot 认证应用程序

Data Sync - Sync customer data between FreshBooks and HubSpot

构建者
HubSpot
安装
超过 300 次安装
评分

2(2)

登录以进行安装需要 FreshBooks 订阅

要求

HubSpot 计划
    适用于所有 HubSpot 计划
了解更多信息
HubSpot 帐户权限
无需权限
FreshBooks 订阅
Review FreshBooks's Pricing Page 计划

概览

Sync data between FreshBooks 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 FreshBooks 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

Note: Consider installing this other app, made by FreshBooks to sync additional fields. Please see the "Shared Data" section below to view which objects sync with this integration.

功能

Sync FreshBooks and HubSpot data

Make manual data entry a thing of the past by syncing contacts between HubSpot and FreshBooks. When records are created or updated in either app, that information will be automatically shared with the other one. FreshBooks Classic is not supported.

Custom field mappings

Custom field mappings are available with Data Hub Starter or Professional plans. Custom mappings add the flexibility to create your own mappings or make changes to your default ones.

应用程序功能

共享数据

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.

HubSpot 的数据同步功能
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Clients

联系人

联系人

Invoices

发票

发票

Items

产品

产品

Services

产品

产品

评论

过滤评论:

排序:


2/5
    2023年10月26日

Baseline Functionality Missing

I appreciate the new freshbooks + HubSpot sync but the developers left off the option to associate by company record in HubSpot, so now all invoices only link to a specific contact. This defeats the purpose for our team as they won't know at a glance which contact will have the invoices linked.

你想解决什么问题?

Invoicing

  • Bieschke, R.

  • 营销服务
  • 6 到 10 个员工

2/5
    2021年12月8日

It stopped working

It doesn't really work anymore... and it pushes all of my contacts into Freshbooks vs a segment of my contacts, so now it's flooded with contacts when it shouldn't be.

你想解决什么问题?

I sync payments to contact/company records

  • Omoregie`, A.

  • 营销服务
  • 6 到 10 个员工

Review FreshBooks's Pricing Page

US$0

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and FreshBooks subscription needed to install the integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions.

Review FreshBooks's Pricing Page

US$0

Use the 'See all pricing options' link on the righthand side

  • Make sure to confirm the HubSpot subscription and FreshBooks subscription needed to install the integration

  • Note: "Free" is referring to the cost of the integration, not the app subscriptions.

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/11/03

更多信息

构建者
HubSpot
安装
超过 300 次安装
类别
应用程序可用的语言
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