Acumatica CRM
Data Sync - Sync Acumatica CRM data with HubSpot
构建者 HubSpot
安装 - 超过 100 次安装
评分 - 2(3)
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 Acumatica CRM 订阅 - Review Acumatica CRM Pricing Page 计划
概览
1/2
Sync data between Acumatica 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 Acumatica 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
Important note: This is a sync with the Acumatica CRM. It is not a sync with the ERP.
功能
Sync Acumatica CRM and HubSpot in the background
Make manual data entry a thing of the past by syncing data (see below) between HubSpot and Acumatica CRM. When records are created or updated in either app, that information will be automatically shared with the other one. You can also add a filter for any Acumatica CRM field or HubSpot list to sync exactly what you want—and nothing you don’t.
Custom Field Mappings
Out-of-the-box default field mappings make set-up quick and keep your data clean and organized. Custom field mappings are available with Data Hub Starter or above. Acumatica custom field types will only sync one-way into HubSpot.
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.
Note: Custom field mappings can only be set up syncing from Acumatica towards HubSpot.
Business Accounts | ||
Contacts | ||
Leads |
评论
- 2023年7月5日
只有客户关系管理同步功能具有局限性
如果没有更全面的集成，不需要在多个平台上建立相同的订单，将销售转移到 HubSpot 可能是不可能的。
Acumatica 是我们业务运营的核心，也是销售订单、发票等的真实来源。
Grason, T.
制造 - 51 到 200 个员工
- 2023年4月12日
过于简单
效果不佳 - - 除非我们不时手动触发，否则同步无法正常工作 - - 它绝对不是 "监听 "功能 - - 集成过于简单，无法与 Acumatica 的复杂性相匹配。 - 那么 AR.Customers 表和 Sales Orders 表呢？
进口公司、联系方式、交易
Mazzoni, M.
消费性产品 - 26 到 50 个员工
定价
Review Acumatica CRM Pricing Page
US$0
Use the 'See all pricing options' link on the righthand side
"Make sure to confirm the HubSpot subscription and the Acumatica CRM subscription needed to install this integration
Note: ""Free"" is referring to the cost of the integration, not the app subscriptions "
Review Acumatica CRM Pricing Page
US$0
Use the 'See all pricing options' link on the righthand side
"Make sure to confirm the HubSpot subscription and the Acumatica CRM subscription needed to install this 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：2024/07/29
新品上市
