CRM Integrations | Zoho Thrive

CRM Integrations

  • Log into your Zoho Thrive account and choose a brand to continue.
  • In the Thrive console, go to the top-right corner and click the Settings icon.
  • Then navigate to Integrations -> CRM Tools.
 
Zoho Thrive - Hubspot and Pipedrive integration
 
Zoho Thrive - HubSpot Integration
  
AlertTo proceed with the integration process, make sure you are the super admin of your HubSpot account. If not, request the existing super admin for a role conversion.

To integrate Zoho Thrive with HubSpot,
  • Navigate to Integrations -> CRM Tools.
  • Select HubSpot from the list of integrations.
  • Click Configure.
  • You will receive a pop-up requesting for an API Key.
Zoho Thrive - HubSpot Integration
 
Now for the API Key,
  • Login to your HubSpot account.
  • Click the Settings icon from the navigation bar.
  • Select Integrations -> API Key.
HubSpot Account
 
To view your account's API key, there are two cases,
 
a. If you have never generated a key,
    • Click Create key.
API Key
 
  • Check the CAPTCHA box.
API Key Security Verification
  • Once the key is visible, click Copy.
API Key Sample
b. If you have a key generated already,
 
API Key Sample
  • Click Show.
  • Check the CAPTCHA box.
API Key Security Verification
  • Once the key is visible, click Copy.
  • Then paste it into the API Key field in Zoho Thrive and click Confirm.
 
 
Once you've successfully integrated Zoho Thrive with HubSpot, you will be able to view a toggle.
 
HubSpot Integrated
 
Once the toggle is enabled, all your program user data will be pushed to the HubSpot CRM automatically. Disabling the toggle will pause this process.
 
Zoho Thrive - Pipedrive Integration
  
To integrate Zoho Thrive with Pipedrive,
  1. Navigate to Integrations -> CRM Tools.
  2. Select Pipedrive from the list of integrations.
  3. Click Configure.
  4. You will receive a pop-up requesting an API Key.
Zoho Thrive - Pipedrive Integration
 
Now for the API key,
  • Login to your Pipedrive account.
  • Click your Profile Icon.
  • Select Personal preferences.
  • Under Personal preferences, select API.
Info
If you do not see an API section, it's because your API is disabled. Kindly request your admin for API token access
 
Pipedrive API Key
 
  • Copy the API token and paste it into the API Key field, in Zoho Thrive.
  • Once you've entered the API Key, click Connect.
 
 
Once you've successfully integrated Zoho Thrive with Pipedrive, you will be able to view a toggle.
 
Pipedrive Integrat
 
 
Once the toggle is enabled, all your program user data will be pushed to the Pipedrive CRM automatically. Disabling the toggle will pause this process.
 
Alert
Once integrated, Thrive will push all the existing data from your program to the system. After that, the newly registered participants data will be sent to the system, and any updates in the points data will continue to update periodically (every 12 hours).