Import Zoho CRM data to HubSpot

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

Users > Users
Accounts > Companies
AccountNotes > Notes
AccountNotes > Notes_To_Companies
Contacts > Contacts
ContactNotes > Notes
ContactNotes > Notes_To_Contacts
Leads > Contacts
LeadNotes > Notes
LeadNotes > Notes_To_Contacts
Products > Products
Deals > Deals
DealProducts > LineItems
Deals > Deals_To_Contacts
Tasks > Tasks
Tasks > Tasks_To_Contacts
Calls > Calls
Meetings > Meetings
Meetings > Meetings_To_Contacts

How to Set Up

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

   • Companies_To_Notes
   • Contacts_To_Notes
   • Deals_To_Contacts
   • Contacts_To_Tasks
   • Contacts_To_Meetings

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

Notes

• Contacts > Contacts and Leads > Contacts

If some Zoho CRM contacts or leads don't have emails, disable the "Use Batch API" parameter for the HubSpot connection. Otherwise, such records will fail.

• ContactNotes > Notes_To_Contacts

Contact-Notes association is possible only for contacts having emails.

• LeadNotes > Notes_To_Contacts

Lead-Notes association is possible only for leads having emails.

• Tasks > Tasks_To_Contacts

Contact-Tasks association is possible only for contacts having emails.

• Deals > Deals_To_Contacts and DealProducts > LineItems

HubSpot API processes the inserted records with a delay. This means that the tasks, depending on the other tasks, may fail if executed immediately after the execution of the parent tasks. The tasks Deals > Deals_To_Contacts and DealProducts > LineItems depend on the Deals > Deals task. We recommend disabling the tasks Deals > Deals_To_Contacts and DealProducts > LineItems during the first and enabling them for the second run, disabling the other tasks.

• Products > Products We recommend consolidating prices into a single Standard PriceBook in Zoho CRM before migration to import products to HubSpot.

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.