Logo - Full (Color)

构建

Okta Prod Workflows

Okta Prod Workflows-icon
应用程序

Okta Prod Workflows

Identity for the internet

构建者
Okta
安装
超过 100 次安装
评分

5(2)

登录以进行安装需要 Okta Prod Workflows 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
Okta Prod Workflows 订阅
Okta Lifecycle Management 计划

概览

Okta Prod Workflows allows customers to create integration with HubSpot CRM from Okta Workflows

https://www.okta.com/platform/workflows

Using HubSpot CRM connector, Okta Workflows users can manage customer, companies, deals information and association between them using HubSpot CRM

功能

Add company record

Create customer's company record using connector action

Create a deal for customer

Create a new deal record, update details of the existing deal or delete an existing deal record.

Create a record for customer contact

Connector action would allow to create, update customer contact record.

Add association between customer, deal, company records

Use connector action to create association between customer and deal record.

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

评论

过滤评论:

排序:


5/5
    2022年11月18日

Love it

Can't begin to go into just how much time Okta Workflows saves me and my team over previously manually repetitive processes.

你想解决什么问题?

Automating employee, contractor and project onboarding across tooling

你喜欢什么?

Helper flows make it so much easier to improve upon and chain together API processes or even automate things that some of our tools don't allow direct automation on.

你不喜欢什么?

The number of functions within some of the integrations pale compared to what can be achieved by API functions, but we're able to overcome this by designing and chaining together functions into helper flows.

  • Coleman, S.

  • 科技:软件
  • 51 到 200 个员工

5/5
    2021年5月13日

seamless HubSpot integration with okta you can automate everything with your HubSpot crm

HubSpot is a complete CRM platform with all the tools you need to grow better — whether you want to increase leads, accelerate sales, streamline customer service, or build a powerful website. Today, over 95,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support to transform the way they attract, engage, and delight customers. The HubSpot Marketing Hub helps you grow traffic, convert more visitors, and run complete inbound marketing campaigns at scale. HubSpot's partnership with Okta enhances security while improving ease of access with Single Sign-On (SSO).

你想解决什么问题?

managing contacts and creating contact owners and putting them all in one org

  • Inc, P.

  • 银行/金融服务
  • 201 到 1,000 个员工

定价

Okta Lifecycle Management

US$4

/月

Okta Lifecycle Management

US$4

/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:2022/10/07

更多信息

构建者
Okta
安装
超过 100 次安装
类别
应用程序可用的语言
英语

新品上市

HubSpot solutions partner illustration
需要更多帮助吗?

在 HubSpot 解决方案合作伙伴的帮助下构建定制解决方案。

连接 HubSpot 解决方案合作伙伴,满足任何业务需求。浏览推荐,聘请合适的合作伙伴,启动你的项目。