Set up sync with HubSpot - New Version

Set up sync with HubSpot - New Version

Integrating HubSpot with Zoho Campaigns helps you to import leads and contacts from the ContactsCompanies, 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

To initiate a periodic sync:
  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Scroll down to HubSpot and click Add New Sync.
  3. Mouse over Periodic Sync and click Create Sync.
  4. Select the module to be synced i.e either Contacts, Companies, or Deals.
  5. Select All Contacts/All Companies/All Deals to sync all records depending on the respective modules that you have selected.
  6. Select the mailing list to which you want to sync the records.
  7. Choose a specific custom view to sync records from your CRM account.
  8. 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.
  9. Select the frequency of data retrieval i.e either once, daily, weekly or monthly.
  10. Select the time at which you want the sync to occur periodically.
  11. Choose if you want sync all data or only the data added after a specific time.
  12. Click Next.
    hubspot setup sync
  13. Setup the field mapping and initiate the sync.

Field Mapping

Basic details such as email address, first name, and last name are pre-mapped.field mapping

  • Click Map more fields if you want to add more fields to the mapping.

How do I edit field mapping?

​You can re-map or map more fields for your sync settings by clicking the Edit Mapping link in the Sync Detail View.
edit mapping hubspot

Sync Settings

Configure your sync settings to keep all of your campaigns and contacts updated across both applications. With options to update your contacts and related opens and clicks, you'll be able to better execute your campaigns and manage your contacts.

To configure your sync settings:

  1. From the Navigation toolbar, choose Contacts and select Sync Services.
  2. Under HubSpot, select Active Syncs.

  3. You can view all the syncs.
  4. You can add a new sync by clicking Add New Sync at the top-right.
  5. You can view the details of a particular sync, and you can also edit the configuration or delete it.
  6. Click the Setup button to edit the sync configuration.
    setup button
  7. You can see the sync configuration in the Setup page.
  8. Click the Edit icon to change the configuration.
Note
  1. 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.

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              




                            

                          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 SalesIQ Resources



                                                    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

                                                                                      • Set up sync with HubSpot

                                                                                        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 ...
                                                                                      • Migration to the new Topic version

                                                                                        We've updated the Topic management system and implemented some important changes, such as the following: Topic Management will be mandatory for all organizations. In the new version of topics, contacts are directly associated with topics, whereas,  ...
                                                                                      • Set up sync with Bigin - New Version

                                                                                        There are two types of sync between Bigin and Zoho Campaigns that you can set up. Immediate Sync : After you setup and initiate an immediate sync, any new record that is added in Bigin will be automatically updated in Campaigns. Your records will be ...
                                                                                      • Set up sync with SugarCRM - New Version

                                                                                        Integrating SugarCRM with Zoho Campaigns helps you to import leads and contacts from your Vertical CRM into Zoho Campaigns. You can set up a sync to schedule periodic syncing of all your contacts and leads between SugarCRM and Zoho Campaigns on a ...
                                                                                      • Set up sync with Salesforce - New Version

                                                                                        Using Zoho Campaigns' integration with Salesforce, create well designed branded email campaigns and send targeted emails to your contacts in Salesforce. Improve your engagement with your contacts using emails and measure how these email campaigns ...
                                                                                      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