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Follow Up Boss

Follow Up Boss-icon
App

Follow Up Boss

HubSpot 認證應用程式

Data Sync - Sync Follow Up Boss with HubSpot

建立者
HubSpot
安裝次數
超過 200 次安裝
評分

5

(1)

登入以進行安裝需要 Follow Up Boss 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
無需權限
Follow Up Boss 訂閱
GrowProPlatform 版本

總覽

Sync data between FollowUpBoss 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 Follow Up Boss 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

This syncs FollowUpBoss people.

功能

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 FollowUpBoss field (like tag or agent) 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 FollowUpBoss and HubSpot data

Make manual data entry a thing of the past by syncing deals and people between HubSpot and FollowUpBoss. When records are created or updated in either app, that information will be automatically shared with the other one.

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

Deals

交易

交易

People

連絡人

連絡人

評論

篩選評論:

排序:


5/5
    2023年10月10日

Owner

excellent I couldnt be any happier just very pleased with everything, not sure how much needed to add.

你想解決什麼問題?

crm

你喜歡什麼?

works prefectly

你不喜歡什麼?

none

  • Steiner, W.H.

  • 金融與保險
  • 26 至 50 位員工

此應用程式需要下列其中一個 Follow Up Boss 訂閱版本。

Grow

US$69

/ 月

Add texting and advanced lead distribution tools to empower your team to close more deals

Per user

Grow

US$69

/ 月

Add texting and advanced lead distribution tools to empower your team to close more deals

Per user

* 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:2025/09/03

更多資訊

建立者
HubSpot
安裝次數
超過 200 次安裝
類別
此應用程式可用的語言
英文

Most popular

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