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Sero

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应用程序

Sero

Modern customer onboarding for Implementation & PS teams: faster…

构建者
Sero
安装
超过 10 次安装

要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
Sero 订阅
Pro 计划

概览

Sero is the modern customer onboarding platform for teams that run on HubSpot. It helps implementation and professional services teams turn deals into fast, predictable go-lives — without messy handoffs or chasing customers.


With the HubSpot integration, Sero pulls in company and deal context from HubSpot into Sero so onboarding starts with the right information your team needs — no chasing sales or switching tools. Then, as work happens, Sero writes project data back to HubSpot (status, progress, key dates, blockers) so Sales, CS, and leadership get real-time visibility right inside HubSpot.


This keeps HubSpot as the source of truth, Sero as the place where onboarding actually gets done, and makes your onboarding more consistent, faster, and easier to track across teams.

功能

Sero Project View with linked HubSpot properties

Sync Information Between HubSpot And Sero

Our two-way sync keeps your data (Companies, Deals, Notes) up-to-date in both the platforms so your teams have important information from HubSpot visible directly in Sero. Project fields in Sero are mapped to HubSpot Company or Deal Properties

Field Mappings between Sero and HubSpot

Track key project data points directly in HubSpot

Key Project information is written to HubSpot Deals/Tickets and kept in sync so other teams can have complete visibility into customer progress without logging in to Sero

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

Custom Fields

公司属性

公司属性

Custom Fields

交易属性

交易属性

Owners

所有者

所有者

Project

服务工单

服务工单

Project Members

联系人

联系人

Project Notes

备注

备注

Project Sync Fields

交易属性

交易属性

Project Sync Fields

服务工单

服务工单

Projects

交易

交易

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定价

Pro

US$100

/月
billed per team member

Pro

US$100

/月
billed per team member

* 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

更多信息

构建者
Sero
安装
超过 10 次安装
类别
应用程序可用的语言
英语

当前趋势

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