Zoho CRM HubSpot Integration With Data Sync

Efficiency, accuracy, & seamless data flow are the cornerstones of business success & productivity. 

Businesses utilizing Zoho CRM for sales management and HubSpot for marketing automation must make the most out of these powerful platforms by integrating them.

Zoho CRM HubSpot integration with the Data Sync, HubSpot’s Zoho CRM App

available on the HubSpot App Marketplace, can significantly lead to powerful growth opportunities.

Connecting Zoho CRM with HubSpot allows businesses to automate data syncing between systems. This integration provides sales and marketing teams real-time insights, ensuring all relevant information is available at the right time. It enhances customer relationship management and enables more personalized marketing strategies.

In this blog post, we’ll explore the benefits, features, and process of integrating Zoho CRM with HubSpot and why hiring the best HubSpot consulting services from Cloud Analogy can ensure a smooth and effective integration.

Introduction to Zoho CRM and HubSpot Integration

Zoho is the ultimate user-friendly CRM platform for managing sales and customer relationships, while HubSpot provides a powerful marketing automation system. 

By integrating the two platforms, you can boost the flow of information between your sales and marketing teams. This powerful duo ensures all team members can access real-time, consistent data to deliver more personalized customer experiences than ever before.

Whether nurturing leads through HubSpot or closing deals through Zoho CRM, seamless data flow between tools is crucial.

Zoho CRM Integration Features Overview

• Two-way Sync: Data syncs in real-time between Zoho CRM and HubSpot.

• Default Field Mappings: Pre-configured field mappings make setup quick and easy.

• Historical Syncing: Existing data will sync immediately, and future updates will be automatic.

• Unified Data: No need for manual entry; leads, contacts, and accounts sync automatically.

• Granular Data Control: Control which data is synced with one-way or two-way sync options.

What To Expect From Zoho HubSpot CRM Integration

1. Sync Zoho CRM and HubSpot Data

Automatically sync deals, leads, contacts, and accounts between both platforms, ensuring that sales and marketing teams always have the latest data.

2. Sync Only the Data You Want

The integration allows you to select specific data fields to sync, giving you complete control over your data flow. You can sync one way (from Zoho to HubSpot) or two-way.

3. Custom Field Mappings

With Zoho’s Operations Hub Starter or higher, you can create and modify custom field mappings to fit your business needs.

Benefits of HubSpot and Zoho CRM Integration

Unified Data: A single centralized database that syncs data between both platforms ensures a consistent customer view.

Enhanced Collaboration: With sales and marketing teams sharing data in real-time, collaboration becomes seamless, leading to better customer engagement and faster conversions.

Automated Workflows: Both platforms allow you to automate repetitive tasks. The integration enhances this by ensuring that updates made in one platform reflect immediately in the other.

Improved Efficiency: With data sync, you eliminate manual data entry dependency, reducing errors and saving time.

Data-Driven Decisions: By centralizing customer information, marketing, and sales teams can access comprehensive data that informs better decision-making.

Steps to Integrate HubSpot with Zoho CRM

Before beginning the integration, ensure that you have the required permissions as a Superadmin or App Marketplace permissions for your HubSpot account.

Moreover, you must have both HubSpot and Zoho CRM accounts.

Step 1: Go to your HubSpot account, then click the Marketplace icon in the main navigation bar. Then select App Marketplace.

Step 2: Search for Zoho CRM in the search bar.

Step 3: Now click on the Zoho CRM from the drop-down.

Step 4: Go to the top right corner, then click Install app.

Step 5: In the dialog box, click Next.

Step 6: Select the domain from the dropdown menu and click Next. You will then get redirected to Zoho in a new window.

Please review the requested permissions and click Accept. After approval of permissions, you will be redirected back to HubSpot. 

Step 7: Click on Set up Sync to set up your sync settings. You can also do this later to finish the process. 

Note: If you connect to Zoho CRM, add a Modified By field to the objects you want to sync to HubSpot. 

After syncing all the data, your Hubspot account will be integrated with Zoho CRM. You can see your data in both CRMs based on the synced data.

Conclusion 

Integrating Zoho CRM with HubSpot can simplify your business’s operations by ensuring sales and marketing teams access the most accurate and up-to-date customer data. Whether you want to enhance collaboration, automate processes, or provide a better customer experience, this integration delivers the data-driven tools & insights needed to succeed in today’s competitive market.

The integration eliminates manual work and provides complete control over the synced data. You can set filters to control the specific information you want to sync, ensuring that sensitive or unnecessary data remains untouched.

To unlock the full potential of this integration, consider hiring top-notch CRM consulting services to ensure seamless CRM setup, customization, and optimization for long-term success. Hiring certified HubSpot consultants from Cloud Analogy can be a game-changer in ensuring the integration is executed correctly and tailored to your business processes.

Let us guide you with Zoho HubSpot integration to take your business to new heights with smarter, faster, and more efficient processes!