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Portal Migration Suite

Synchronisation du portail

Continuously sync data between two or more HubSpot portals. 

Commencer

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

Portal Sync peut synchroniser automatiquement les schémas et données suivants entre plusieurs portails HubSpot sur une base récurrente.

CRM Records

Contacts
Entreprises
Pistes
Marchés
Fractionnement de l'accord
Billets

Pipelines & Associations

Pipelines d'affaires
Pipelines de billets
Pipelines d'objets personnalisés
Custom Properties (all objects)
Associations entre tous les enregistrements

Custom Objects & Commerce

Objets personnalisés
Line Items / Products
Cours
Projects
Rendez-vous
Listes
Services

Engagements & Content

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

Accounts & Settings

Brands
Owners / Users
Monnaies

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.

Comment cela fonctionne-t-il ?

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.

Nous disposons d'une documentation d'assistance complète qui peut être consultée ici. Si vous souhaitez une démonstration de l'application, veuillez nous contacter ici.

Portal Sync peut-il filtrer des données et des schémas spécifiques ?

Portal Sync est capable de filtrer les données afin que vous puissiez décider de ce qui est synchronisé et de ce qui ne l'est pas. L'application peut filtrer les données de la manière suivante.

  • Contrôlez quels enregistrements sont enregistrés grâce à notre synchronisation sélective.
  • Un schéma de migration entièrement personnalisable.
  • Brands filtering and assignment.
  • Sélection et filtrage du pipeline d'affaires.
  • Filtrer et migrer des propriétés spécifiques et des groupes de propriétés pour les objets.
  • Filtrage des formulaires
  • Segments (Lists) Filtering
  • Données des objets personnalisés, migration des schémas et filtrage.

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.

Conformité au GDPR

Toutes les applications de Datawarehouse.io sont entièrement conformes au GDPR. Selon l'endroit où vous vous trouvez dans le monde, vos données seront traitées et hébergées dans les centres de données de Microsoft Azure en Europe de l'Ouest ou en Amérique du Nord. 

Sécurité

Datawarehouse.io est conforme à la norme SOC 2. Pour en savoir plus, cliquez ici.

Cette application a été certifiée par HubSpot, ce qui signifie qu'elle a fait l'objet d'un examen de sécurité par l'équipe de HubSpot.