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构建

Follow Up Boss

Follow Up Boss-icon
App

Follow Up Boss

HubSpot 认证应用程序

Data Sync - Sync Follow Up Boss with HubSpot
构建者
HubSpot
安装
超过 200 次安装
评分

5

(1)

登录以进行安装需要 Follow Up Boss 订阅

要求

HubSpot 计划
HubSpot 帐户权限
无需权限
访问类型
共享
Follow Up Boss 订阅
GrowProPlatform 计划

概览

Sync data between FollowUpBoss 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 Follow Up Boss 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

This syncs FollowUpBoss people.

功能

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 FollowUpBoss field (like tag or agent) 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 FollowUpBoss and HubSpot data

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

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

People

联系人

联系人

Deals

交易

交易

过滤评论:

排序:


5/5
    2023年10月10日

Owner

excellent I couldnt be any happier just very pleased with everything, not sure how much needed to add.

你想解决什么问题?

crm

你喜欢什么?

works prefectly

你不喜欢什么?

none

  • Steiner, W.H.

  • 金融和保险
  • 26 到 50 个员工

此应用程序需要以下其中一个 Follow Up Boss 订阅计划。

Grow

US$69

/月

Add texting and advanced lead distribution tools to empower your team to close more deals

Per user

Grow

US$69

/月

Add texting and advanced lead distribution tools to empower your team to close more deals

Per user

* 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:2025/09/03

更多信息

构建者
HubSpot
安装
超过 200 次安装
类别
应用程序可用的语言
英语

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