Set up sync with HubSpot - New Version
Integrating HubSpot with Zoho Campaigns helps you to import leads and contacts from the Contacts, Companies, and Deals module into Zoho Campaigns. You can set up a sync to schedule periodic syncing of all your contacts and leads between HubSpot and Zoho Campaigns on a daily, weekly, or monthly basis. This integration lets you plan your email campaign, send it to your leads and contacts, measure the campaign's effectiveness, and analyze the results.
Initiating Periodic Sync
- From the Navigation toolbar, choose Contacts and select Sync Services.
- Scroll down to HubSpot and click Add New Sync.
- Mouse over Periodic Sync and click Create Sync.
- Select the module to be synced i.e either Contacts, Companies, or Deals.
- Select All Contacts/All Companies/All Deals to sync all records depending on the respective modules that you have selected.
- Select the list to which you want to sync the records.
- Choose topics to associate with the contacts. This step is applicable only if you have configured other topics in addition to the default topic (Marketing).
- Choose a specific custom view to sync records from your CRM account.
- If you have email opt-out contacts, you can either exclude them from the sync, remove them from mailing list or remove from Zoho Campaigns by selecting the respective radio button.
- Select the frequency of data retrieval i.e either once, daily, weekly or monthly.
- Select the time at which you want the sync to occur periodically.
- Choose if you want sync all data or only the data added after a specific time.
- Click Next.
- Setup the field mapping and initiate the sync.
Field Mapping
Basic details such as email address, first name, and last name are pre-mapped.
- Click Map more fields if you want to add more fields to the mapping.
How do I edit field mapping?
Sync Settings
To configure your sync settings:
- From the Navigation toolbar, choose Contacts and select Sync Services.
- Under HubSpot, select Active Syncs.
- You can view all the syncs.
- You can add a new sync by clicking Add New Sync at the top-right.
- You can view the details of a particular sync, and you can also edit the configuration or delete it.
- Click the Setup button to edit the sync configuration.
- You can see the sync configuration in the Setup page.
- Click the Edit icon to change the configuration.
- You can configure different mailing lists for opened and clicked recipients so that you can have a clear idea as to why a contact is pushed into HubSpot.
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