Import HubSpot data to Zoho CRM

This integration migrates HubSpot data to Zoho CRM. Each task loads data from a specific HubSpot object to the corresponding Zoho CRM object. The integration includes tasks for the following objects:

Users > Users
Companies > Accounts
Contacts > Contacts
Notes_To_Contacts > Notes
Contacts > Leads
Notes_To_Contacts > Notes
Products > Products
Deals > Deals
Deals_To_Contacts > Deals
Tasks > Tasks
Tasks_To_Contacts > Tasks
Meetings > Meetings
Meetings_To_Contacts > Meetings
Calls > Calls
Calls_To_Contacts > Calls

How to Set Up

  1. Select or create connections: HubSpot connection for Source and Zoho CRM connection for Target.

  2. Set up the additional object associations in the HubSpot connector.

    Add the following assotiations in the Customize Associations parameter in HubSpot connection:

    • Contacts_To_Notes
    • Deals_To_Contacts
    • Contacts_To_Tasks
    • Contacts_To_Meetings
    • Contacts_To_Calls

  3. For Zoho CRM connection set the API Version to v4.

  4. Provide the necessary information for the integration execution on the Mapping Definition tabs of the following tasks:

    • In the User > Users task, for the Role field, replace the Enter your Role name... placeholder with your role name. For the Profile field, replace the Enter your Profile name... placeholder with your profile name.
    • In the Notes_To_Contacts > Notes, Deals > Deals, Tasks > Tasks, Meetings > Meetings, Calls > Calls tasks for the Owner field, enter the user email instead of Enter your User Email... placeholder.

Notes

  • Notes_To_Contacts > Notes (case Contacts)

Contact-Note association is possible only if such an association exists in HubSpot and only for contacts having emails.

  • Notes_To_Contacts > Notes (case Leads)

Contact-Note association is possible only if such an association exists in HubSpot and only for leads having emails.

  • Deals_To_Contacts > Deals

Contact-Deal association is possible only if such an association exists in HubSpot and only for contacts having emails.

  • Tasks_To_Contacts > Tasks

Contact-Task association is possible only if such an association exists in HubSpot and only for contacts having emails.

  • Meetings_To_Contacts > Meetings

Contact-Meeting association is possible only if such an association exists in HubSpot and only for contacts having emails.

  • Calls_To_Contacts > Calls

Contact-Call association is possible only if such an association exists in HubSpot and only for contacts having emails.

Tips

  • If you don't want to migrate data from all the available objects, just disable or delete unnecessary tasks. To do this, point to the task and click Disable or Delete. Consider that some tasks may depend on other tasks (have relation mapping involving objects from other tasks), and thus, you may need to fix their mapping if you disable or delete their "parent" tasks.