How to set up sync with HubSpot - Online Help | Zoho Campaigns

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 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 criteria to define conditions to filter records from CRM account.
  7. Select the mailing list to which you want to sync the records.
  8. Choose a specific custom view to sync records from your CRM account.
  9. If you have email opt-out contacts and converted leads, you can either exclude them from the sync, remove them from mailing list or remove from Zoho Campaigns by selecting the respective radio button.
  10. Select the frequency of data retrieval i.e either once, daily, weekly or monthly.
  11. Select the time at which you want the sync to occur periodically.
  12. Choose if you want sync all data or only the data added after a specific time.
  13. Click Next.
  14. 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?

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

Sync Settings

Configure your sync settings to keep all of your campaigns and contacts updated across both applications. With options to push campaigns to HubSpot and update your contacts and campaign member status, 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 Settings subtab to edit the sync configuration.
  7. You can see the sync configuration in the Settings 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.
  2. Avoid configuring the same mailing list across both modules(Leads and Contacts) as it may lead to confusion as to which module a contact should be pushed.


    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 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



                      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 Zoho Recruit

                                                Selecting a module You can set periodic sync of candidates and contacts between Zoho Recruit and Zoho Campaigns on a daily, weekly and monthly basis. From the Navigation toolbar, select Contacts module and choose Sync Services. Click New Sync in Zoho ...
                                              • Adding comments to Email Campaigns

                                                Posting Comments on an email campaign allows the recipients to provide feedback which can convert to a discussion in the ling term. Zoho Campaigns provides a text box where users can submit comments for your email campaigns. You will be able to ...
                                              • Target Marketing

                                                Target marketing is a business strategy that involves understanding and grouping consumers based on their needs and preferences, identifying consumers whose needs can be met by your product/service, and then focusing your marketing efforts on those ...
                                              • GoToWebinar Campaigns

                                                GoToWebinar is a software tool that allows users to meet and discuss online. This tools enables users to hold online meetings, webinars and discussions with just one click. This help guide will help you learn how to create and send promotional ...
                                              • Use cases related to Zoho CRM sync

                                                To stay compliant with GDPR, you need to keep certain key points in mind while you sync your Zoho CRM contacts/leads with Zoho Campaigns. In both the applications, the purpose and the lawful basis of processing data might be different. Before you ...

                                              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