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构建

Sumoquote by RBP

Sumoquote by RBP-icon
App

Sumoquote by RBP

Get the Best SumoQuote use from inside your HubSpot tab, not a new tab

安装
超过 100 次安装
评分

3.7

(3)

登录以进行安装需要 Sumoquote by RBP 订阅

要求

HubSpot 计划
HubSpot 帐户权限
查看必要帐户权限
访问类型
Shared
Sumoquote by RBP 订阅
FreeAutomatedCustom Build 计划

概览

Our application integrates the HubSpot CRM with the Sumoquote application. All you need to do is to create a deal in HubSpot and connect your deal with SumoQuote using open authentication. Once it is connected, it takes care to sync each move you take for writing quotations in SumoQuote. It gives you a built-in feature to manage your reports in SumoQuote. Or if you try to do anything relevant e.g. Quote title, introduction or any other custom page, it will automatically sync your changes directly in HubSpot out of the box. It also gives you the option to view real-time signed quotations download reports in PDF and other items details that were added in the quotation. The application also has options to manage settings for connectivity, e.g. Sync everything between the two systems out of the box or disconnect the link between two applications.

功能

Create a deal to get started

You need to create a deal first to get started

Connect to sumoquote

After your deal is created, you will see an option to connect to sumoquote

Quotations getting synced up

After you have linked up your HubSpot with Sumoquote, everything is set up. You may just start creating/updating Sumoquote quotations and look for everything getting synced up out of the box

Quotations getting synced up

After you have linked up your HubSpot with sumoquote, everything is set up. You may just start creating/updating sumoquote quotations and look for everything getting synced up out of the box

Quotations getting synced up

After you have linked up your HubSpot with sumoquote, everything is set up. You may just start creating/updating sumoquote quotations and look for everything getting synced up out of the box

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Deal as Project quote

交易

交易

Sales Person Details

所有者

所有者

Sumoquote Quotations Project

交易

交易

评论

过滤评论:

排序:


1/5
    2025年8月4日

糟糕的体验:糟糕的客户服务让你如芒在背,自动化功能被破坏,搜索功能糟糕透顶,而且没有适当的培训支持

不好。客户服务无法解决问题。点击次数太多。自动操作效果不佳。数据整合不像 sumoquote 那样可以沟通。

你喜欢什么?

没有,这对大多数销售人员来说太混乱了。

你不喜欢什么?

sumoquote 项目搜索引擎很糟糕,数据不能整合或同步,HubSpot 对大多数人来说太混乱。 严重缺乏培训。就好像他们帮你设置好了,然后就永远把你当幽灵一样。

  • Wobbema, D.

已翻译 from English。查看original 文本

5/5
    2024年2月1日

Its works well

Really good so far, it has been nice to have everything in one place where we can all see it.

你想解决什么问题?

We are using the connection to connect our quoting software

  • Glick, E.

  • 建筑工程和装修
  • 11 到 25 个员工

定价

此应用程序需要以下其中一个 Sumoquote by RBP 订阅计划。

Free

US$0

Create and View SumoQuotes inside HubSpot

  • Create a new SumoQuote project from within SumoQuote

  • See the progress of your SumoQuote status from a CRM Card

Free

US$0

Create and View SumoQuotes inside HubSpot

  • Create a new SumoQuote project from within SumoQuote

  • See the progress of your SumoQuote status from a CRM Card

* 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:2025/08/11

更多信息

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

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