HUBSPOT APP MARKETPLACE UPDATE
HUBSPOT APP MARKETPLACE MANUAL

To add to this, you can add a chat transcript to a given contact or send a customer contact from. You can have important customer data within reach and use it to handle a well-tailored conversation with a customer. There is no need for switching the applications. Today, over 95,000 total customers in more than 120 countries use HubSpotРІР‚в„ўs award-winning, powerful, and easy-to-use tools to transform the way they attract, engage, and delight customers. The Hubspot integration enables you to access your CRM contacts right in LiveChat. HubSpot is a cloud-based customer relationship management platform with marketing, sales, customer service, and content management software. Build better customer relationships - Rely on HubSpotРІР‚в„ўs calling, live chat, and email template features to keep conversations going and to build trust with your leads and customers. Update deals as they progress and see real-time sales leaderboards. Close more deals - Assign tasks to teammates.

HUBSPOT APP MARKETPLACE MANUAL

Scan business cards to automatically save contact details with no manual entry. Stay organized - Quickly add notes and follow-up actions while details are fresh. Stay connected on the go - Access business contacts, notes, and deals even when youРІР‚в„ўre offline. Tap into HubSpotРІР‚в„ўs power from any app - The HubSpot keyboard enables you to swiftly respond to prospects from any app by giving you one-tap access to your documents, meeting links, templated messages, and commonly used resources. Increase your productivity - See upcoming tasks, to-dos, meetings and reminders associated with your sales deals. Push your sales deals forward by managing your contacts, emails, tasks, meetings and notes from your phone. The Logs tab shows your history of sync and the corresponding status.Run your business from anywhere with HubSpotРІР‚в„ўs mobile sales CRM. For instance, if one of your fields is titled 'Name' in Freshsales, should it be synced as 'FirstName' or 'LastName' in HubSpot?Р”В¦. Save the configuration and start mapping your fields i.e., how should a field in Freshsales be synced in HubSpot. Choose the 'Direction of the Sync' that you want either from Freshsales to HubSpot or vice versa.Р”Сћ. If you want only your Freshsales Contacts to be synced as HubSpot contacts, choose РІР‚ВContactsРІР‚в„ўР”РЋ. If you want only your Freshsales Leads to be synced as HubSpot contacts, choose РІР‚ВLeadsРІР‚в„ў If you want both Leads and Contacts of Freshsales to be synced as HubSpot contacts, you can choose РІР‚ВBoth Leads & Contacts' You are directed to the Settings section. You'll be redirected to Oauth page and you will be asked to give permission for our app.Р”В¤. Authenticate our app to access your HubSpot account by clicking on 'Authorize to HubSpot' button.Р”Сћ.

The user can map the fields in Freshsales to fields in Hubspot which means that the user has control over the transformation of data.Р”РЋ.

The sync happens seamlessly every 12 hours.

The user can configure the direction of sync from Freshsales to HubSpot or vice versa or both.

For example, the user can choose which one of these 2 fields: work-email, personal-email should be synced as primary email in a HubSpot contact. The user can also map the fields in the way they wish from Freshsales to HubSpot. This app ensures that the latest data is always present in both the apps as it constantly updates the latest changes from Freshsales to HubSpot and vice versa. This app syncs contacts between HubSpot and Freshsales in backend which means that the user is required to configure the app only once with their HubSpot credentials after which the data sync between HubSpot and Freshsales is done seamlessly.

HUBSPOT APP MARKETPLACE UPDATE

The user can choose to update the data from Freshsales to HubSpot or vice versa in the app. Any new contact/lead created in Freshsales can be created as a Hubspot contact through this app. This app allows the user to integrate their Freshsales leads/contacts with HubSpot contacts.

Hubspot app marketplace