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應用程式

bexio

HubSpot 認證應用程式

Data sync - Sync data between Bexio and HubSpot

建立者
HubSpot
安裝次數
超過 600 次安裝
評分

1.9(11)

登入以進行安裝需要 bexio 訂閱

要求

HubSpot 版本
    適用於所有 HubSpot 版本
了解詳情
HubSpot 帳戶權限
無需權限
bexio 訂閱
StarterProPro+Accountants 版本

總覽

Sync data between Bexio 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 Bexio 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

Note: please see below for which objects sync.

功能

Sync Bexio and HubSpot data

Make manual data entry a thing of the past by syncing contacts, between HubSpot and Bexio. 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 Bexio field (like owner or category) 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 Bexio and HubSpot data

Make manual data entry a thing of the past by syncing contacts, between HubSpot and Bexio. 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 Bexio field (like owner or category) 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.

應用程式功能

共用資料

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 的資料同步功能
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Business Contacts

公司

公司

Invoices

發票

發票

Private Contacts

連絡人

連絡人

評論

1.9

依據 11 個評分

總檢閱數

11

歷來的檢閱次數

整體評分

0% 完成
9% 完成
9% 完成
46% 完成
36% 完成

平均評分

1.9

依據 11 個評分

總檢閱數

11

歷來的檢閱次數

整體評分

0% 完成
9% 完成
9% 完成
46% 完成
36% 完成

篩選評論:

排序:


2/5
    2025年8月18日

以前运行良好,但自从更新后,地址不再同步并被正确覆盖

数据同步不正确。自从在 Bexio 中更新了独立门牌号后,街道名称不再同步。此外,现有地址似乎会被覆盖。

你喜歡什麼?

使用一段时间后,效果很好,客户地址的同步也很干净。

你不喜歡什麼?

覆盖现有地址

  • Schefer, N.

已翻譯 from Deutsch。 檢視 original 文字

1/5
    2025年6月16日

Bexio 与 HubSpot 之间的互动

在会计方面表现出色。与 HubSpot 结合使用效果不佳。

你喜歡什麼?

目前没有。

你不喜歡什麼?

这些系统需要更好地协调。

  • Trapl, J.

已翻譯 from Deutsch。 檢視 original 文字

此應用程式需要下列其中一個 bexio 訂閱版本。

Starter

US$35

/ 月

Intuitive entry tool for those new to business software

  • 1 User

  • E-Banking

Starter

US$35

/ 月

Intuitive entry tool for those new to business software

  • 1 User

  • E-Banking

* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊,請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間:2025/10/23

更多資訊

建立者
HubSpot
安裝次數
超過 600 次安裝
類別
此應用程式可用的語言
德文法文義大利文英語

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