Hubspot's Operations Hub is the best solution to synchronize your CRM data and your virtual switchboard in a bi-directional and real-time way thanks to its three key features. Let's see them below!
1. Synchronizing data in Hubspot
When a sales or support agent updates a denmark email list customer's information or when this information is updated by an automated tool, the records will be automatically updated in both applications .
If an employee creates a new record in HubSpot, this information will also be created in your virtual switchboard .
All historical data will be synchronized immediately and subsequent updates will be synchronized in real time .
2. Data synchronization of choice
Depending on your business type or how workflows are managed in your PBX, you may not be interested or need to update all of the information on a customer record.
You can set up both one-way and two-way sync , allowing you to choose whether to sync data within one app or between both.
Additionally, you can add filters to specify which fields from your virtual switchboard or HubSpot you want to sync to prevent others from being updated.
3. Default field assignment
The fields are already assigned by default , so you can use the integration right out of the box.
This default setting helps you organize your data and makes it easier to read.
The 3 advantages of Operations Hub
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