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Redtail CRM

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App

Redtail CRM

HubSpot 認證應用程式

Data Sync - Sync Redtail CRM data with HubSpot

建立者

HubSpot

安裝次數
超過 100 次安裝
評分

2

(1)

登入以進行安裝需要 Redtail CRM 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
無需權限
Redtail CRM 訂閱
Redtail CRM 版本

總覽

Sync data between Redtail CRM 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 Redtail CRM 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 Redtail CRM and HubSpot data

Make manual data entry a thing of the past by syncing data (see below) between HubSpot and Redtail CRM. 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 field 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 and up (paid). 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.


Companies sync with Businesses, Associations, Trusts and Unions.

Contacts sync with Individuals.

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

Individual Contacts

連絡人

連絡人

Non-Individual Contacts

公司

公司

評論

篩選評論:

排序:


2/5
    2023年4月11日

抑制功能

集成非常有限。您必须拥有运营中心和市场营销专业人员,才能真正实现很好的整合。

你想解決什麼問題?

您必须拥有操作中心才能同步额外字段。这是一个非常非常基本的集成。

  • Perkins, P.

  • 行銷服務
  • 6 至 10 位員工
已翻譯 from English。 檢視 original 文字

Redtail CRM

US$99

/ 月

Includes 15 users

  • Unlimited leads, contacts, reminders, and tasks

  • Complimentary database conversions

  • Broadcast emails

  • Free Mobile app

  • Custom exporting

  • Access anywhere, anytime

  • Backup and disaster recovery

  • Document management

  • Workflow processes

  • Categorize and tag client records

  • Detailed reports

  • Seminar management

  • Free support

per month per database

Redtail CRM

US$99

/ 月

Includes 15 users

  • Unlimited leads, contacts, reminders, and tasks

  • Complimentary database conversions

  • Broadcast emails

  • Free Mobile app

  • Custom exporting

  • Access anywhere, anytime

  • Backup and disaster recovery

  • Document management

  • Workflow processes

  • Categorize and tag client records

  • Detailed reports

  • Seminar management

  • Free support

per month per database

* 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 100 次安裝
類別
此應用程式可用的語言
英文

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