Suíte de migração do portal

Portal Sync

Continuously sync data between two or more HubSpot portals. 

What is Portal Sync?

HubSpot Portal Sync is a comprehensive solution for continuously syncing data between multiple HubSpot portals. Share leads, sync deals and contacts, or push data from several portals into a single parent portal — the possibilities are endless.

Pricing

Priced to meet your needs

Portal Sync is capable of syncing data in near real time, or on a set schedule between up to 1000 HubSpot portals.

Franchise Sync

Custom

tailored to your needs

For franchise and multi-portal organizations. Customized and configured to your business’ needs.

  • Sync up to 1000 portals
  • Custom configuration & sync speed
  • Deployment and process enforcement
  •  

Scheduled

$199

per month · or $149/mo billed annually

Keep portals aligned on a set schedule, with Selective Sync control over which records are enrolled.

  • Sync on a set schedule
  • All objects, engagements & attachments
  • Unlimited Data Volume

Continuous

$499

per month · or $399/mo billed annually

Everything in Scheduled, running continuously — records keep flowing between portals as they change.

  • Continuous, always-on syncing
  • All objects, engagements & attachments
  • Unlimited Data Volume

Every plan includes unlimited data volume. Volume discounts are available — Contact Sales.

What Portal Sync can synchronize

Everything Portal Sync can keep in sync

O Portal Sync pode sincronizar automaticamente os seguintes esquemas e dados entre vários portais da HubSpot em uma base recorrente.

CRM Records

Contatos
Empresas
Leads
Ofertas
Divisão de negócios
Ingressos

Pipelines & Associations

Pipelines de negócios
Pipelines de tíquetes
Pipelines de objetos personalizados
Custom Properties (all objects)
Associações entre todos os registros

Custom Objects & Commerce

Objetos personalizados
Line Items / Products
Cursos
Projects
Compromissos
Listagens
Serviços

Engagements & Content

Engagements (meetings, tasks, notes, calls, emails, SMS, postal mail)
Anexos
Forms (schemas only)
Segments (Lists)

Accounts & Settings

Brands
Owners / Users
Moedas

History

User Login History
Contact Web Interaction History
Form Submission History
Deal & Ticket Stage History
Company & Contact Lifecycle Stage History

Unlimited volume: Portal Sync can synchronize an unlimited amount of data endlessly. See the setup guide for details.

Como isso funciona?

App configuration occurs after you sign up for Portal Sync. After you are signed up you can visit the user panel in order to create, start, stop, and edit your syncs.

The app syncs data continuously, or on a schedule, from one portal into another. You can control which records sync using Selective Sync. And you can pick and choose which objects you want to sync with our robust filtering options.

Temos uma extensa documentação de suporte que pode ser encontrada aqui. Se desejar uma demonstração do aplicativo, entre em contato conosco aqui.

O Portal Sync pode filtrar dados e esquemas específicos?

O Portal Sync é capaz de filtrar dados para que você possa decidir o que será ou não sincronizado. O aplicativo é capaz de filtrar dados das seguintes maneiras.

  • Controle quais registros são inscritos com o Selective Sync.
  • Um esquema de migração totalmente personalizável.
  • Brands filtering and assignment.
  • Seleção e filtragem do pipeline de negócios.
  • Filtrar e migrar propriedades específicas e grupos de propriedades para objetos.
  • Filtragem de formulários
  • Segments (Lists) Filtering
  • Dados de objetos personalizados, migração de esquemas e filtragem.

Frequently asked questions

Questions about Portal Sync

How is Portal Sync different from the HubSpot to HubSpot Migrator?

The Migrator performs a one-time move of your schema and data into another portal. Portal Sync keeps portals aligned continuously — records keep syncing on a recurring basis for as long as you are subscribed.

Is this a subscription?

Yes. Portal Sync is billed monthly or annually and syncs continuously while your subscription is active.

What can Portal Sync synchronize?

Contacts, companies, leads, deals, deal splits and tickets; deal, ticket and custom object pipelines; custom objects and custom properties for all objects; line items and products, courses, projects, appointments, listings and services; engagements, attachments, forms schema and segments; brands, owners and users, currencies, and associations between all records.

Can I control which records are synced?

Yes. Selective Sync lets you choose which records are enrolled from your source portal, manually or with HubSpot automations. You can also filter by brand, deal pipeline, properties and property groups, forms, segments, and custom objects.

Is there a limit on how much data I can sync?

No. Portal Sync can synchronize an unlimited amount of data endlessly.

Do I need to be a Super Admin?

Yes. You must be a HubSpot Super Admin to setup the sync.

Is it secure and GDPR compliant?

Yes. All Datawarehouse.io apps are GDPR compliant and your data is processed in Microsoft Azure’s EU West or North American data centers depending on your location. Datawarehouse.io is SOC 2 compliant and this app is certified by HubSpot.

Conformidade com o GDPR

Todos os aplicativos do Datawarehouse.io são totalmente compatíveis com o GDPR. Dependendo de onde você estiver no mundo, seus dados serão processados e hospedados nos data centers do Microsoft Azure na região oeste da UE ou na América do Norte. 

Segurança

O Datawarehouse.io é compatível com SOC 2. Você pode ler mais sobre isso aqui.

Esse aplicativo foi certificado pela HubSpot, o que significa que foi submetido a uma revisão de segurança pela equipe da HubSpot.