CRM Integrations

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

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,

Go to Integrations -> CRM Integrations.
Select HubSpot from the list of integrations.
Click Connect.

HubSpot Integration

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

Now for the API Key,

Login to your HubSpot account.
Click the icon from the navigation bar.
Select Integrations -> API Key.

To view your account's API key there are two cases,

a. If you have never generated a key,

Click Create key.

Check the CAPTCHA box.

Once the key is visible, click Copy.

b. If you have a key generated already,

Click Show.
Check the CAPTCHA box.

Once the key is visible, click Copy.

After you've copied the key,

Paste it into the API Key field in Zoho Thrive.
Click Confirm.

Once you've successfully integrated Zoho Thrive with HubSpot, you will be able to view a toggle.

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,

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

Pipedrive Integration

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

Now for the API key,

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

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

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.

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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Measure customer engagement with your web forms

Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

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Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.

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Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.

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