Import HubSpot data to Zoho CRM
| Source | Target | |
|---|---|---|
 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 |
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
Select or create connections: HubSpot connection for Source and Zoho CRM connection for Target.
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
For Zoho CRM connection set the API Version to v4.
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.
Frequently Asked Questions
What do I need to start this import?
Connect your source and target apps, review the prebuilt import setup, and run the template.
Can I change field mappings before importing?
Yes. You can review and modify mappings, filters, and other import settings before running the import.
Can this import run automatically on a schedule?
Yes. Import templates can run automatically based on your selected schedule.
What happens if some records fail during import?
Skyvia provides import logs and error details so you can review failed records and rerun the import if needed.
Do I need coding skills to use import templates?
No. Import templates are configured through Skyvia’s visual interface without coding.
