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Data sync - Sync data between Bexio and HubSpot

构建者
HubSpot
安装
超过 600 次安装
评分

1.9(10)

登录以进行安装需要 bexio 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
bexio 订阅
StarterProPro+Accountants 计划

概览

Sync data between Bexio 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 Bexio 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: please see below for which objects sync.

功能

Sync Bexio and HubSpot data

Make manual data entry a thing of the past by syncing contacts, between HubSpot and Bexio. When records are created or updated in either app, that information will be automatically shared with the other one.

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 Bexio field (like owner or category) or HubSpot list to sync exactly what you want—and nothing you don’t.

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.

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.

Sync Bexio and HubSpot data

Make manual data entry a thing of the past by syncing contacts, between HubSpot and Bexio. When records are created or updated in either app, that information will be automatically shared with the other one.

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 Bexio field (like owner or category) or HubSpot list to sync exactly what you want—and nothing you don’t.

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.

Custom field mappings

Custom field mappings are available with Operations 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

Business Contacts

公司

公司

Invoices

发票

发票

Private Contacts

联系人

联系人

评论

平均评分

1.9

根据 10 个评分


总审查数

10

历来审查数


5
0% 完成
0%
4
10% 完成
10%
3
10% 完成
10%
2
40% 完成
40%
1
40% 完成
40%

平均评分

1.9

根据 10 个评分

总审查数

10

历来审查数

5
0% 完成
0%
4
10% 完成
10%
3
10% 完成
10%
2
40% 完成
40%
1
40% 完成
40%

过滤评论:

排序:


2/5
    2025年8月18日

以前运行良好,但自从更新后,地址不再同步并被正确覆盖

数据同步不正确。自从在 Bexio 中更新了独立门牌号后,街道名称不再同步。此外,现有地址似乎会被覆盖。

你喜欢什么?

使用一段时间后,效果很好,客户地址的同步也很干净。

你不喜欢什么?

覆盖现有地址

  • Schefer, N.

已翻译 from Deutsch。查看original 文本

1/5
    2025年6月16日

Bexio 与 HubSpot 之间的互动

在会计方面表现出色。与 HubSpot 结合使用效果不佳。

你喜欢什么?

目前没有。

你不喜欢什么?

这些系统需要更好地协调。

  • Trapl, J.

已翻译 from Deutsch。查看original 文本

此应用程序需要以下其中一个 bexio 订阅计划。

Starter

US$35

/月

Intuitive entry tool for those new to business software

  • 1 User

  • E-Banking

Starter

US$35

/月

Intuitive entry tool for those new to business software

  • 1 User

  • E-Banking

* 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:2025/12/03

更多信息

构建者
HubSpot
安装
超过 600 次安装
类别
应用程序可用的语言
德语意大利语法语英语

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