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Sero

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應用程式

Sero

Modern customer onboarding for Implementation & PS teams: faster…

建立者
Sero
安裝次數
超過 10 次安裝

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
Sero 訂閱
Pro 版本

總覽

Sero is the modern customer onboarding platform for teams that run on HubSpot. It helps implementation and professional services teams turn deals into fast, predictable go-lives — without messy handoffs or chasing customers.


With the HubSpot integration, Sero pulls in company and deal context from HubSpot into Sero so onboarding starts with the right information your team needs — no chasing sales or switching tools. Then, as work happens, Sero writes project data back to HubSpot (status, progress, key dates, blockers) so Sales, CS, and leadership get real-time visibility right inside HubSpot.


This keeps HubSpot as the source of truth, Sero as the place where onboarding actually gets done, and makes your onboarding more consistent, faster, and easier to track across teams.

功能

Sero Project View with linked HubSpot properties

Sync Information Between HubSpot And Sero

Our two-way sync keeps your data (Companies, Deals, Notes) up-to-date in both the platforms so your teams have important information from HubSpot visible directly in Sero. Project fields in Sero are mapped to HubSpot Company or Deal Properties

Field Mappings between Sero and HubSpot

Track key project data points directly in HubSpot

Key Project information is written to HubSpot Deals/Tickets and kept in sync so other teams can have complete visibility into customer progress without logging in to Sero

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

Custom Fields

公司屬性

公司屬性

Custom Fields

交易屬性

交易屬性

Owners

擁有者

擁有者

Project

服務票證

服務票證

Project Members

連絡人

連絡人

Project Notes

備註

備註

Project Sync Fields

交易屬性

交易屬性

Project Sync Fields

服務票證

服務票證

Projects

交易

交易

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價格

Pro

US$100

/ 月
billed per team member

Pro

US$100

/ 月
billed per team member

* 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:2025/11/17

更多資訊

建立者
Sero
安裝次數
超過 10 次安裝
類別
此應用程式可用的語言
英語

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