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HubSpot and ZohoCRM

Aron Gosselin

Are you using HubSpot & Zoho CRM side by side? Did you wish they play nice with each other? You’re not alone.

PieSync’s sync engine helps you create an intelligent connection between HubSpot and Zoho CRM… and more than 240+ other cloud-based apps in real time.

All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. Sign up for a free trial to receive your discount.

Curious to read more about what objects PieSync can sync? Click here.

Step 1: Select Zoho CRM and HubSpot

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Step 2: Authorize Zoho CRM

To be able to connect to your Zoho CRM account, we need the following things:

1.Select your Zoho CRM domain (zoho.com, zoho.eu or zoho.in)

2. A pop up screen appears. Log in to your Zoho CRM account

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In case you are using 2-factor authentication, please create an Application Specific Password as described here.

If you already authorized Zoho CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

Step 3: Authorize HubSpot

All HubSpot plans are able to set up a PieSync connection.

For HubSpot CRM, we need you to first log in to your HubSpot CRM account in a separate window or tab, and copy your "Hub ID", to be found in the top right corner. When you click 'Authorize HubSpot CRM', a pop-up window appears with a request to enter this ID, followed by a window asking you to authorize your account.

If you already authorized HubSpot CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.

Step 4: Select your Customer Data Type

PieSync supports Contacts/People sync and a Company/Account sync. Distinguish between Accounts and People before proceeding to the configuration page.

If you would like to connect both, simply set up a new connection with the other Data Type.

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Below you will see the example of Contacts and People since this is the most common use case.

More information about our Accounts to Accounts sync can be found here.

Step 5: Configuration

Connection Rules

Once you authorized  Zoho CRM and HubSpot, you tell PieSync how we should keep your contacts data in sync. By default, PieSync proposes a two-way sync with a drop-down to allow for one-way syncs (do I need one-way or two-way?).

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A two-way sync starts off with 2 rules. Each rule fulfills the conditions of each side of the sync. PieSync looks at all the data stored on each side, so you can define exactly what data needs to move from one side to the other.

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If you need a simple all-to-all sync, this is all you need to set up (ie. don't change anything to the default setup). Starter plans are limited to two of these rules, but the Pro plan allows for more.

However, through PieSync you can and you should tweak the sync so that not only contacts get synced, but you also respect the segmentation, tags, owners, person stages, custom attributes, subscription status, ... of the apps that the contacts live in. In a PieSync rule, you can choose to add a filter and add actions to syncs. 

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What you can do depends from app to app. Typically, in the if-clause you define a segment of your contacts. In the then-clause, you perform actions such as adding the contacts to the counterpart of that same segment in the other app. Combine this with other actions you can perform as a result of a sync, and the possibilities are truly endless.

[IF] Supported Conditions/Filters
  • Has tag
  • Owned by
  • Lead source (Advertisement, Chat, Cold call, Employee referral, ... )
  • Has (not) opted out from emails (so you can gate a sync towards an e-mail marketing tool)
  • a filter on FIELDS, including CUSTOM FIELDS

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[THEN] Supported Actions
  • Add tag
  • Remove tag
  • Opt in / Opt out from emails (to sync back a subscription status from your e-mail marketing platform)
  • Update lead source
  • update CONTACT FIELDS, including CUSTOM FIELDS

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Please note that TAGS are only supported in the paying Zoho CRM plans.

Connection Field Mapping

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Two fields that are kept in sync by PieSync, without explicitly requiring the user to choose them. These are built-in mappings between standard fields that exist in both applications you are keeping in sync, usually fields such as name, phone or email address.

As of the Pro Plan, you are able to customize the default field mappings and you are also able to add your own field mappings. Any user-created mapping is also often referred to as the "Custom (Field) Mapping".

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Field permissions

In Zoho CRM, you have the ability to disable (= Don't show) certain field permissions. Makes sure to enable (Read and Write) the "Modified Time" field to allow syncing activity.

Read-only permission is sufficient for the "Modified By" field.

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Field permissions can be found in your Zoho account via: Settings > Customization > Modules & Fields > Contacts > Fields

More questions?

Don't hesitate to let us know if you have any further questions. Reach out to support@piesync.com

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