HubSpot for Zoho CRM | Online help - Zoho CRM

HubSpot for Zoho CRM

With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and Zoho CRM.
Note:
  1. The extension supports only the Leads and Contacts modules in Zoho CRM.
  2. Please note that the HubSpot extension for Zoho CRM is available in US, EU, CN, IN, AU, JP, SA, and CA datacenters.

Installing the extension

To install the extension:
  1. Navigate to Setup > Marketplace > All.
  2. Click All Extensions, then browse for and click HubSpot for Zoho CRM.
  3. Click Install Now.
  4. Agree to the Terms of Service and click Continue.
  5. In Choose Users/Profiles, select one of the following options:
    1. Install for admins only
    2. Install for all users
    3. Choose profiles
  6. If you select the Choose profiles option, check all the profiles you want the extension to install for and click Confirm.
    The extension will be installed for the selected users.
  7. Click Signup if you do not have a HubSpot account. A new page will open. Enter the required details and click Sign Up.

  8. Click Authorize if you already have a HubSpot account.
  9. Click Accept, then Finish.

Setting up synchronization

Once the extension is installed, a web tab called HubSpot will be added in your CRM account. You can customize your sync settings any time in Zoho CRM to synchronize your contacts (and leads) between HubSpot from Zoho CRM.

To create sync settings:
  1. Click the HubSpot web tab from the listed modules.
  2. In the HubSpot Settings page, click Settings.
  3. In Sync Type, select One Way or Two Way.
    One Way sync brings HubSpot contacts into your Zoho CRM modules, or vice versa. Two Ways sync simultaneously moves CRM data into HubSpot, and HubSpot data into CRM.
  4. In Sync Behaviour, select HubSpot to Zoho CRM or Zoho CRM to HubSpot (only for One Way sync).
    If you choose HubSpot to Zoho CRM, you need to specify the conflict behaviour.

  5. In Conflict Behaviour, select either one of the following.
    1. CRM Always Wins - Data from HubSpot will not override the CRM data.
    2. HubSpot Always Wins - Data from HubSpot will override the CRM data.
  6. If you are enabling scheduled sync, choose whether you want it to happen daily or weekly.
  7. In CRM module, select Contacts or Leads modules where you want the HubSpot data to be housed in the Zoho CRM.
  8. In Field Mapping, choose a CRM field and the respective HubSpot field.
  9. Click Save.
Note: 
  1. A text-value field in Zoho CRM cannot be mapped to a numeric-value field in Hubspot, and vice-versa.
  2. Hubspot to Zoho CRM: User needs to do field mapping for the Last Name field (last name is mandatory in Zoho CRM).
  3. Zoho CRM to Hubspot: User need to do field mapping for the Email field (email is mandatory in HubSpot).

Synchronizing data

To synchronize contacts (or leads) between HubSpot from Zoho CRM:
  1. Click the HubSpot web tab.
  2. In the HubSpot Settings page, click Sync.
  3. Click Sync Now.

Uninstalling the extension

To uninstall the extension
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed.
  2. Under All Extensions, you can view all the installed extensions.
  3. Browse for HubSpot and click the corresponding Uninstall link.
  4. Click Ok to confirm and uninstall the extension.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Identify duplicates between leads and contacts modules

                                                                                                                Edition: Enterprise | Industry: Travel | Feature: Workflow rule and Functions Scenario Joshua Baker is a sales manager at an online travel agency that offers customized tour packages. The agency has a webform on its website through which interested ...
                                                                                                              • Migrating from HubSpot to Zoho CRM

                                                                                                                Migration from HubSpot to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its ...
                                                                                                              • Zoho CRM for Google Ads

                                                                                                                Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                                                              • Zoho CRM for iPad - An Overview

                                                                                                                Zoho CRM for iPad is a native application that enables you to access and work with your Online Zoho CRM data from your iPad. With this mobile application you can currently access and manage your Leads, Accounts, Contacts, Potentials, Tasks, Events, ...
                                                                                                              • Zoho CRM for iPhone - An Overview

                                                                                                                Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data from your iPhone. The 3.0 version of the native CRM app is available in iOS 8.0 and above. From you iPhone, you can access data from Leads, ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources