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Insightly

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应用程序

Insightly

HubSpot 认证应用程序

Data Sync - Sync Insightly with HubSpot data

构建者
HubSpot
安装
超过 200 次安装
评分

4.5(2)

登录以进行安装需要 Insightly 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
Insightly 订阅
PlusProfessionalEnterprise 计划

概览

Sync data between Insightly 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 Insightly 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

功能

Sync Insightly and HubSpot data

Make manual data entry a thing of the past by syncing data between HubSpot and Insightly. 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 Insightly field (like tags or custom fields) 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 Operations 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

Contacts

联系人

联系人

Custom Object

自定义对象

自定义对象

Leads

联系人

联系人

Opportunities

交易

交易

Organizations

公司

公司

评论

过滤评论:

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4/5
    2023年6月15日

Didn't transfer all the data from Insighlty

We have been using Insightly and we are checking if we can more from there to HubSpot. We need to transfer all our data in HubSpot before shifting completely. The shift has not been decided yet though.

你想解决什么问题?

We have been using Insightly as our CRM

  • Kasartos Mashias, A.

  • 银行/金融服务
  • 11 到 25 个员工

5/5
    2023年2月21日

Easy to Switch from Insightly to HubSpot

Using the Insightly connector to HubSpot allowed me to easily import my data into HubSpot.

你想解决什么问题?

I used to use Insightly for our company CRM and am now switching over to HubSpot.

你喜欢什么?

The Insightly connector saves a lot of work by not having to recreate all our company's contacts and CRM data.

你不喜欢什么?

No disadvantages.

  • Hadeed, A.

  • 教育
  • 2 到 5 个员工

此应用程序需要以下其中一个 Insightly 订阅计划。

Plus

US$29

/月

Plus

US$29

/月

* 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:2025/06/02

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
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