Hubspot Connector

Hubspot Connector for Zoho CRM

HubSpot is an inbound marketing and sales software that helps companies attract visitors, convert leads, and close customers. With the Hubspot connector for Zoho CRM you can sync data from the Customers modules of your Hubspot account to Zoho CRM by writing custom functions and schedules in Zoho CRM.

Install Hubspot Connector

You can either go to the Zoho Marketplace  and install the HubSpot Connector or log in to your Zoho CRM account and install.

  1. Click Settings > Setup > Marketplace > All.
    All the installed extensions are listed. Under All Marketplace you can view all the extensions supported in CRM.
  2. Click All Extensions, browse through for HubSpot Connector and click it.
    The details about the extension will be available.
  3. Click InstallNow.
  4. In the following screen, agree to the terms of service and click Install Now.
  5. Click Authorize.
    If you skip in this step, you can authorize the extension later from the Hubspot Connector's Extension Details page.
  6. If you have an account with Hubspot already, click Authorize.
    Else, click Sign Up and create a new account. Your new account will be automatically authorized.
  7. When you click Authorize you will be redirected to the Choose an Account page where you will have to choose the user acount that has to be associated with Zoho CRM.
  8. Click OK.
    Your hubspot account will be authorized.

Sync Hubspot Data with Zoho CRM

After installing and authorizing the Hubspot connector, you can create a custom schedule to integrate the data from the Contacts module of your Hubspot account with Zoho CRM every day, as needed. To learn more about creating schedules in Zoho CRM, read more .

Below is an example of a custom function used to add all of the newly created Contacts in your Hubspot account as Contacts in Zoho CRM using the hubspot.hubspotconnector.getallcontact API.,

respmap = zoho.crm.invokeConnector(("hubspot.hubspotconnector.getallcontact"), map());
    resp = (respmap.get("response")).toMap();
    resp2 = resp.get("contacts").toJSONList();
    for each index a in resp2
    {
        ContactMap = map();
        requiredMap = (resp2.get(a)).toMap();
        properties = (requiredMap.get("properties")).toMap();
        fnameMap = (properties.get("firstname")).toMap();
        firstname = fnameMap.get("value");
        lnameMap = (properties.get("lastname")).toMap();
        lastname = lnameMap.get("value");
        emailIdentity = requiredMap.get("identity-profiles").toJSONList();
        for each index b in emailIdentity
        {
            mymap = (emailIdentity.get(b)).toMap();
            myemailList = mymap.get("identities").toJSONList();
            emailMap = (myemailList.get(0)).toMap();
            emailId = emailMap.get("value");
            ContactMap.put("Email", emailId);
        }
        ContactMap.put("First Name", firstname);
        if (!isNull(lastname))
        {
criteriafield ="(Last Name|=|"+lastname+")";
criteriaMap=zoho.crm.searchRecords("Contacts", criteriafield);
if(criteriaMap.size()==0){
ContactMap.put("Last Name", lastname);
CreatedMap = zoho.crm.create("Contacts", ContactMap);
info "CreatedMap=="+CreatedMap;
}
        }
    }

Uninstall Hubspot Connector

You can uninstall the Hubspot connector extension whenever you wish to. Remember that deleting this extension will delete all its associated data.

To uninstall Hubspot Connector

  1. Click Setting > Setup > Marketplace > All.
    All the installed extensions are listed. Under All Marketplace you can view all the extensions supported in CRM.
  2. Browse for Hubspot Connector and click the corresponding Uninstall link.
  3. Click OK to confirm.
    The extension will be uninstalled.

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