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, 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.

    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





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

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            






                              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, ...
                                                                                                • FAQs: Leads Management

                                                                                                  What are Leads? Leads are the unqualified contacts or sales opportunities in your business. They are the raw details gathered about individuals or representatives of organizations collected from trade shows, seminars, advertisements and other ...
                                                                                                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