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建立

Insightly

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App

Insightly

HubSpot 認證應用程式

Data Sync - Sync Insightly with HubSpot data

建立者
HubSpot
安裝次數
超過 200 次安裝
評分

4.5

(2)

登入以進行安裝需要 Insightly 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
無需權限
Insightly 訂閱
PlusProfessionalEnterprise 版本

總覽

Sync data between Insightly 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 Insightly 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

功能

Sync Insightly and HubSpot data

Make manual data entry a thing of the past by syncing data between HubSpot and Insightly. 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 Insightly field (like tags or custom fields) 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 Operations 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

Contacts

連絡人

連絡人

Custom Object

自訂物件

自訂物件

Leads

連絡人

連絡人

Opportunities

交易

交易

Organizations

公司

公司

評論

篩選評論:

排序:


4/5
    2023年6月15日

Didn't transfer all the data from Insighlty

We have been using Insightly and we are checking if we can more from there to HubSpot. We need to transfer all our data in HubSpot before shifting completely. The shift has not been decided yet though.

你想解決什麼問題?

We have been using Insightly as our CRM

  • Kasartos Mashias, A.

  • 銀行 / 金融服務
  • 11 至 25 位員工

5/5
    2023年2月21日

Easy to Switch from Insightly to HubSpot

Using the Insightly connector to HubSpot allowed me to easily import my data into HubSpot.

你想解決什麼問題?

I used to use Insightly for our company CRM and am now switching over to HubSpot.

你喜歡什麼?

The Insightly connector saves a lot of work by not having to recreate all our company's contacts and CRM data.

你不喜歡什麼?

No disadvantages.

  • Hadeed, A.

  • 教育
  • 2 至 5 位員工

此應用程式需要下列其中一個 Insightly 訂閱版本。

Plus

US$29

/ 月

Plus

US$29

/ 月

* 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:2025/08/22

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
德文日文法文義大利文英文葡萄牙文西班牙文

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