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Okta Prod Workflows

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應用程式

Okta Prod Workflows

Identity for the internet

建立者
Okta
安裝次數
超過 100 次安裝
評分

5(2)

登入以進行安裝需要 Okta Prod Workflows 訂閱

要求

HubSpot 版本
    適用於所有 HubSpot 版本
了解詳情
HubSpot 帳戶權限
檢視所需的帳戶權限
Okta Prod Workflows 訂閱
Okta Lifecycle Management 版本

總覽

Okta Prod Workflows allows customers to create integration with HubSpot CRM from Okta Workflows

https://www.okta.com/platform/workflows

Using HubSpot CRM connector, Okta Workflows users can manage customer, companies, deals information and association between them using HubSpot CRM

功能

Add company record

Add company record

Create customer's company record using connector action

Create a deal for customer

Create a deal for customer

Create a new deal record, update details of the existing deal or delete an existing deal record.

Create a record for customer contact

Create a record for customer contact

Connector action would allow to create, update customer contact record.

Add association between customer, deal, company records

Add association between customer, deal, company records

Use connector action to create association between customer and deal record.

應用程式功能

共用資料
資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Companies

公司

公司

Contacts

連絡人

連絡人

Deals

交易

交易

評論

篩選評論:

排序:


5/5
    2022年11月18日

Love it

Can't begin to go into just how much time Okta Workflows saves me and my team over previously manually repetitive processes.

你想解決什麼問題?

Automating employee, contractor and project onboarding across tooling

你喜歡什麼?

Helper flows make it so much easier to improve upon and chain together API processes or even automate things that some of our tools don't allow direct automation on.

你不喜歡什麼?

The number of functions within some of the integrations pale compared to what can be achieved by API functions, but we're able to overcome this by designing and chaining together functions into helper flows.

  • Coleman, S.

  • 科技:軟體
  • 51 至 200 位員工

5/5
    2021年5月13日

seamless HubSpot integration with okta you can automate everything with your HubSpot crm

HubSpot is a complete CRM platform with all the tools you need to grow better — whether you want to increase leads, accelerate sales, streamline customer service, or build a powerful website. Today, over 95,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support to transform the way they attract, engage, and delight customers. The HubSpot Marketing Hub helps you grow traffic, convert more visitors, and run complete inbound marketing campaigns at scale. HubSpot's partnership with Okta enhances security while improving ease of access with Single Sign-On (SSO).

你想解決什麼問題?

managing contacts and creating contact owners and putting them all in one org

  • Inc, P.

  • 銀行 / 金融服務
  • 201 至 1,000 位員工

價格

Okta Lifecycle Management

US$4

/ 月

Okta Lifecycle Management

US$4

/ 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:2025/12/04

更多資訊

建立者
Okta
安裝次數
超過 100 次安裝
類別
此應用程式可用的語言
英語

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