应用程序

CRM + Confluence App

HubSpot 认证应用程序

Seamlessly embed HubSpot Companies, Contacts & Deals into Confluence.

构建者: resolution GmbH
安装: 超过 300 次安装
评分: 3(1)

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需要 CRM + Confluence App 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

查看必要帐户权限

CRM + Confluence App 订阅

Up to 10 Users、11 - 250 User或251+ Users 计划

概览

1/3 - Create HubSpot objects in Confluence

HubSpot CRM for Confluence provides seamless integration of HubSpot data in Confluence Cloud. Regardless of what you are working on, you can:

Share data about contacts, companies and deals

Inform all Confluence users and gather feedback from them

Confluence users can therefore track HubSpot data directly from a Confluence page.

HubSpot CRM for Confluence offers the quickest and most flexible experience for sharing HubSpot CRM data:

Embed HubSpot CRM contacts, companies and deals directly from Confluence
Find HubSpot CRM data in Confluence
Automatically update HubSpot CRM data in Confluence when it changes in HubSpot
Comply with GDPR and automatically remove personal data from Confluence when the corresponding record is removed from HubSpot CRM

查看设置指南

功能

Create HubSpot objects in Confluence

Create HubSpot Contacts, Companies & Deals in Confluence. - Set user group permissions based on create and/or view access. - Define which HubSpot properties are needed. - Start creating customer data in Confluence.

3 Elements to Search By

Query different data points from your HubSpot CRM: -Contact: Name, Email -Company: Name, Industry, Country -Deal: Name, Stage, Associated Contact

Dynamic Data

Embedded data updates automatically if you add more information to a deal, a customer’s contact details changes, or even if data needs to be deleted as per GDPR.

应用程序功能

共享数据

数据源	同步方向	在 HubSpot 中在 HubSpot 中
Companies		公司公司
Contacts		联系人联系人
Deals		交易交易

更多共享数据的相关信息

Administrators can limit the usage to specific Atlassian User Groups (Permission Management)

过滤评论：

排序：

Limited

Limited filters available for data (max 3), and not being able to group items when on a page, made it something I couldn't use.

你想解决什么问题？

I wanted to make it easy for reporting to be shown as a confluence doc - instead of exporting as a google sheet - that we could update directly from confluence.

Sutton, S.

科技：软件

51 到 200 个员工

来自 resolution GmbH 的 Shephard, A. 的回复2023年2月5日

Hi Sarah, Thank you for the feedback, we are happy to assist you in getting more out of your experience using HubSpot for Confluence. We would love to discuss this issue you are facing, and better understand how you use the app in your day-to-day activities. Feel free to reach out to us for a meeting, and we will be happy to assist you in using the filters in a Confluence page when embedding grouped data. You can reach me at c.joubert@resolution.de We look forward to hearing from you.