CRM Integrations

CRM Integrations

 
CRM Integrations 
  1. Log into your Zoho Thrive account and choose a brand to continue.
  2. Click Integrations from the sidebar.
Integrations Tab

Zoho Thrive - Hub Spot Integration

To proceed with the integration process, make sure you are the super admin of your Hub Spot account. If not, request the existing super admin for a role conversion.
To integrate Zoho Thrive with HubSpot,
  1. Go to Integrations -> CRM Integrations.
  2. Select HubSpot from the list of integrations.
  3. Click Connect.

 HubSpot Integration

 

  1. You will receive a pop - up requesting for an API Key.
HubSpot API Key
Now for the API Key,
  1. Login to your HubSpot account.
  2. Click the  icon from the navigation bar.
  3. 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,
    1. Click Create key.
API Key

  1. Check the CAPTCHA box.
API Key Security Verification
  1. Once the key is visible, click Copy.
API Key Sample
b. If you have a key generated already, 

API Key Sample
  1. Click Show.
  2. Check the CAPTCHA box.
API Key Security Verification
  1. Once the key is visible, click Copy.
After you've copied the key,
  1. Paste it into the API Key field in Zoho Thrive.
  2. Click Confirm.
HubSpot Successful Integration

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. Go to Integrations -> CRM Integrations.
  2. Select Pipedrive from the list of integrations.
  3. Click Connect.

 Pipedrive Integration

  1. You will receive a pop - up requesting for an API Key.
Pipedrive API Key

Now for the API key,

  1. Login to your Pipedrive account.
  2. Click your Profile Icon.
  3. Select Personal preferences.

  1. Under Personal preferences, select API.
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


  1. Copy the API token and paste it into the API Key fieldin Zoho Thrive.
  2. Once you've entered the API Key, click Connect.

 

Pipedrive Successful Integration

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. 

Once integrated, Thrive will push all the existing data from your program to the system. 
Post, only newly registered participants' data will be sent to the system, and any updates in the points & commissions data will not be sent.

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