Zoho CRM and HubSpot Integration: PieSync Guidelines

April 5, 2019
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ZohoHubspot

The Zoho CRM and HubSpot integration is a common used sync.

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Everyone likes to work with the best of breed apps. For example, marketing wants to use HubSpot and sales choose to work with Zoho CRM. Each app has their specific qualities that work well for those teams. PieSync can integrate these apps so that together they are a killer lead gen stack. This recipe is especially useful for CRMs that don’t treat leads differently from prospects or other contacts.

With these guidelines we aims to showcase the power of PieSync for streamlining the marketing lead qualification process. We invite you to get in touch if you want to explore some options.

Keep your CRM and your Marketing tool in Sync

Let’s get started!

Firstly, choose HubSpot to start a sync with Zoho CRM.

Tip: Click Here and find out how to set up a Sync with Hubspot

Then create this rule to make up this sync: IF a contact in HubSpot is greater than 5 THEN sync the contact to Zoho CRM and add Tag “MQL”. In essence this reads when a HubSpot contact’s lead score goes over a certain threshold (in this case 5, but you can choose), then PieSync syncs this contact to Zoho CRM and adds a tag indicating that it is a marketing Qualified lead.

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You can also assign those Marketing Qualified Leads to a dedicated Zoho CRM sales rep through a filter. Instead of choosing “add a tag” select “set Owner to” and choose your rep from the drop down menu.

Sync based on opt-in and opt out preferences

You can also keep your email lists sparkling clean by syncing based on your subscriber’s opt-out and opt-in preferences. In the following example, customers who have not opted out are subscribed to a list:

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TIP: Keeping GDPR in mind, syncing & storing opt-out preference on a CRM level is a must.

Sync HubSpot Analytics to Zoho CRM

With the Hubspot to Zoho CRM sync, you’re able to sync HubSpot’s analytics to Zoho CRM through PieSync’s customizable field mapping. First, create the custom fields you need within Zoho CRM, such as when did they last visit your website, and what was the last marketing e-mail they opened from you.

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On the PieSync dashboard you can map those custom fields between HubSpot and Zoho CRM, so that this information is synced to Zoho CRM from HubSpot. You only need to link these fields once, and you’re all setup!

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Good to know: Setting up a sync between HubSpot and Zoho CRM syncs historical website activity too!

Thanks to PieSync’s Teams features, you and your colleagues can sync contacts from HubSpot into Zoho CRM (and vice versa). Duplicates (where the same contact is synced multiple times) are prevented because PieSync first checks to see if no similar contacts have been synced based on email addresses.

Want to discover more inspiring combinations? Take a look at our PieSync Guidelines for Zoho CRM users.

PieSync Guidelines for Zoho CRM users

This eBook offers a step-by-step guide on how to combine the power of Zoho CRM with other tools

About Elisa Suarez Figueira

Elisa has been helping out the Marketing team by creating content on Social Media and sharing customer stories. This easy going Spanish girl, has a great passion for travelling, cooking and has a lot of positive energy she likes to share with us.