Integrate Zoho CRM with HubSpot CRM

Send information between Zoho CRM and HubSpot CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Zoho CRM and HubSpot CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module is created

New contact

Triggers when a new contact is created

New note

Triggers when a new note is added

New module entry

Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated deal

Triggers when an existing deal is updated

Updated module entry

Triggers when an entry is updated in the selected module

New user

Triggers when a new user is created

New lead

Triggers when a new lead is created

User created or updated

Triggers when the details of an existing user are created or updated

Deal created

Triggers when a new deal is created

Email created

Triggers when a new email is created

Contact created

Triggers when a new contact is created

Meeting created

Triggers when a new meeting is created

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a deal is created or updated

Task created

Triggers when a new task is created

Company created or updated

Triggers when a company is created or updated

Contact created or updated

Triggers when a contact is created or updated

All Actions - Actions are the automated tasks

Send email template

Sends an email to the specified users

Raise signal

Raises a signal to Zoho CRM

Update module entry

Updates the specified module entry

Update user

Updates the details of an existing user based on user ID

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send mail merge

Sends a mail merge with details of the selected record

Draft email

Drafts an email for the selected record

Convert lead to contact

Converts a lead to a contact

Un-enroll cadence

Un-enrolles a record from the cadence

Add note

Adds a note to the selected module

Update related module entry

Relates an entry in this module with an entry in another module

Enroll cadence

Enrolls an existing record to a cadence

Add user

Adds a new user

Add tags

Adds tags to the specified record

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Remove tags

Removes tags from the specified record

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch user

Fetches the details of an existing user by name or email address

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch inventory template

Fetches an inventory template using ID

Fetch email template

Fetches an email template by name

Fetch event

Fetches an event by its title or unique ID

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch lead

Fetches a lead by email address or unique ID

Delete module entry

Deletes the specified entry

Cancel call

Cancels a event

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID

Create task

Creates a new task

Create company

Creates a new company

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create deal

Creates a new deal

Create or update contact

Creates a new contact or updates the contact details if the contact already exists

Associate CRM entities

Associates two existing CRM entities

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Update company

Updates the details of an existing company

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch ticket pipeline - By name

Fetches the details of an existing pipeline in the ticket by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline stage - By name

Fetches the details of an existing stages of pipeline in the ticket by name

Fetch company - By name

Fetches the details of an existing company by name

What is Zoho CRM?

Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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