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Sumoquote by RBP

建立

Sumoquote by RBP-icon
App

Sumoquote by RBP

Get the Best SumoQuote use from inside your HubSpot tab, not a new tab
安裝次數
超過 90 次安裝
評分

3.7

(3)

登入以進行安裝需要 Sumoquote by RBP 訂閱

要求

HubSpot 版本
HubSpot 帳戶權限
檢視所需的帳戶權限
存取權類型
已分享
Sumoquote by RBP 訂閱
Free、Automated或Custom Build 版本

總覽

Our application integrates the HubSpot CRM with the Sumoquote application. All you need to do is to create a deal in HubSpot and connect your deal with SumoQuote using open authentication. Once it is connected, it takes care to sync each move you take for writing quotations in SumoQuote. It gives you a built-in feature to manage your reports in SumoQuote. Or if you try to do anything relevant e.g. Quote title, introduction or any other custom page, it will automatically sync your changes directly in HubSpot out of the box. It also gives you the option to view real-time signed quotations download reports in PDF and other items details that were added in the quotation. The application also has options to manage settings for connectivity, e.g. Sync everything between the two systems out of the box or disconnect the link between two applications.

功能

Create a deal to get started

You need to create a deal first to get started

Connect to sumoquote

After your deal is created, you will see an option to connect to sumoquote

Quotations getting synced up

After you have linked up your HubSpot with Sumoquote, everything is set up. You may just start creating/updating Sumoquote quotations and look for everything getting synced up out of the box

Quotations getting synced up

After you have linked up your HubSpot with sumoquote, everything is set up. You may just start creating/updating sumoquote quotations and look for everything getting synced up out of the box

Quotations getting synced up

After you have linked up your HubSpot with sumoquote, everything is set up. You may just start creating/updating sumoquote quotations and look for everything getting synced up out of the box

應用程式功能

資料來源
同步方向
在 HubSpot 中
在 HubSpot 中

Deal as Project quote

交易

交易

Sumoquote Quotations Project

交易

交易

Sales Person Details

擁有者

擁有者

篩選評論:

排序:


1/5
    2025年8月4日

糟糕的体验:糟糕的客户服务让你如芒在背,自动化功能被破坏,搜索功能糟糕透顶,而且没有适当的培训支持

不好。客户服务无法解决问题。点击次数太多。自动操作效果不佳。数据整合不像 sumoquote 那样可以沟通。

你喜歡什麼?

没有,这对大多数销售人员来说太混乱了。

你不喜歡什麼?

sumoquote 项目搜索引擎很糟糕,数据不能整合或同步,HubSpot 对大多数人来说太混乱。 严重缺乏培训。就好像他们帮你设置好了,然后就永远把你当幽灵一样。

  • Wobbema, D.

已翻譯 from English。 檢視 original 文字

5/5
    2024年2月1日

Its works well

Really good so far, it has been nice to have everything in one place where we can all see it.

你想解決什麼問題?

We are using the connection to connect our quoting software

  • Glick, E.

  • 建築工程和裝修
  • 11 至 25 位員工

價格

此應用程式需要下列其中一個 Sumoquote by RBP 訂閱版本。

Free

US$0

Create and View SumoQuotes inside HubSpot

  • Create a new SumoQuote project from within SumoQuote

  • See the progress of your SumoQuote status from a CRM Card

Free

US$0

Create and View SumoQuotes inside HubSpot

  • Create a new SumoQuote project from within SumoQuote

  • See the progress of your SumoQuote status from a CRM Card

* 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:2025/08/11

更多資訊

建立者
Roofing Business Partner
安裝次數
超過 90 次安裝
類別
此應用程式可用的語言
英文
正在載入