Iniziare

Suite di migrazione del portale

Sincronizzazione del portale

Continuously sync data between two or more HubSpot portals. 

Iniziare

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 può sincronizzare automaticamente i seguenti schemi e dati tra più portali HubSpot su base ricorrente.

CRM Records

Contatti
Aziende
Conducenti
Offerte
Spaccati dell'accordo
Biglietti

Pipelines & Associations

Condotte commerciali
Pipeline di biglietti
Pipeline di oggetti personalizzate
Custom Properties (all objects)
Associazioni tra tutti i record

Custom Objects & Commerce

Oggetti personalizzati
Line Items / Products
Corsi
Projects
Appuntamenti
Annunci
Servizi

Engagements & Content

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

Accounts & Settings

Brands
Owners / Users
Valute

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.

Come funziona?

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.

Abbiamo un'ampia documentazione di supporto che può essere consultata qui. Se desiderate una demo dell'applicazione, contattateci qui.

Portal Sync può filtrare dati e schemi specifici?

Portal Sync è in grado di filtrare i dati in modo da poter decidere cosa sincronizzare e cosa no. L'applicazione è in grado di filtrare i dati nei seguenti modi.

  • Controllate quali record vengono registrati con la nostra sincronizzazione selettiva.
  • Uno schema di migrazione completamente personalizzabile.
  • Brands filtering and assignment.
  • Selezione e filtraggio della pipeline di transazioni.
  • Filtrare e migrare proprietà e gruppi di proprietà specifici per gli oggetti.
  • Filtraggio dei moduli
  • Segments (Lists) Filtering
  • Dati degli oggetti personalizzati, migrazione dello schema e filtraggio.

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.

Conformità al GDPR

Tutte le app di Datawarehouse.io sono pienamente conformi al GDPR. A seconda della vostra posizione nel mondo, i vostri dati saranno elaborati e ospitati nei centri dati Microsoft Azure dell'UE occidentale o del Nord America. 

Sicurezza

Datawarehouse.io è conforme alla normativa SOC 2. Per saperne di più, cliccate qui.

Questa applicazione è stata certificata da HubSpot, il che significa che è stata sottoposta a un esame di sicurezza da parte del team di HubSpot.