ConnectWise PSA
Data Sync - Sync data between Connectwise PSA and HubSpot
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 ConnectWise PSA 订阅 - Review ConnectWise PSA's Pricing Page 计划
概览
1/2
Sync data between Connectwise PSA (formerly Manage) 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 ConnectWise PSA 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: Requires a secure ConnectWise domain. Please be aware of field type limitations in the sync!
功能
Sync Connectwise PSA and HubSpot data
Make manual data entry a thing of the past by syncing data between HubSpot and Connectwise PSA. When records are created or updated in either app, that information will be automatically shared with the other one.
Custom field mappings
Custom field mappings are available with Data Hub Starter and up (paid). 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.
Catalog Items | ||
Companies | ||
Contacts | ||
Opportunities |
评论
2.2
25
2.2
25
- 2025年10月15日
如果不进行双向财务同步，插件就会出现问题--在这一关键问题得到解决之前，插件将无法正常运行
在 ConnectWise PSA 插件能够执行财务指标（机会预测等）的双向同步之前，它对我们团队来说就是 DOA。
同步机会数据。
无财务数据。
Frome, D.
- 2025年2月9日
重复的公司和联系人
在 ConnectWise PSA 和 HubSpot 实例之间设置双向同步。 HupSpot 在 ConnectWise 中创建了数千个重复数据。 我们花了很多钱手动删除 ConnectWise PSA 中的重复内容。 这个错误让我们损失惨重。
如果不重复成千上万的记录，这看起来是一项不错的服务。
重复记录。
Nelson, G.
定价
Review ConnectWise PSA's Pricing Page
US$0
Use the 'See all pricing options' link on the righthand side
Make sure to confirm the HubSpot subscription and the ConnectWise PSA subscription needed to install this integration
Note: "Free" is referring to the cost of the integration, not the app subscription
Review ConnectWise PSA's Pricing Page
US$0
Use the 'See all pricing options' link on the righthand side
Make sure to confirm the HubSpot subscription and the ConnectWise PSA subscription needed to install this integration
Note: "Free" is referring to the cost of the integration, not the app subscription
* 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
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