How to Connect Hubspot with Zoho for Smooth Data Sync

Integrating Hubspot with Zoho allows your teams to keep contacts, leads, and deals in sync without manual updates or conflicting records. This guide explains how the native integration works, what it can and cannot do, and how to manage your data flow safely.

The steps and behaviors described here are based on the official integration documentation available on the Hubspot Knowledge Base and the Zoho marketplace listing.

Overview of the Hubspot and Zoho Integration

Before you connect your accounts, it is important to understand what the Hubspot and Zoho integration is designed to do. The connection links the two CRMs so that specific records and fields can be shared automatically.

At a high level, the integration can:

Sync contacts between your Hubspot CRM and Zoho CRM.
Share lead and deal information depending on configuration.
Help sales and marketing teams work from current, consistent data.

However, it is not a full one-to-one mirror of every object and field in both systems. You will need to plan carefully which data should move between Hubspot and Zoho to prevent duplicates or conflicts.

Requirements Before Connecting Hubspot and Zoho

To use the integration effectively, confirm that your accounts and permissions meet the prerequisites. This reduces the chances of sync failures or missing records across Hubspot and Zoho.

Active Hubspot account with integration permissions.
Active Zoho CRM account with API access or marketplace permissions.
Administrator rights or equivalent in both systems.
Clean, deduplicated contact and company records.

It is strongly recommended that you review your current data structure, lifecycle stages, and key fields in both Hubspot and Zoho before turning the connection on. This will make your mapping decisions clearer.

How to Connect Zoho to Hubspot

The integration is initiated from the Hubspot account, then authorized in Zoho. Follow these steps to create the link safely.

Step 1: Access the Hubspot App Marketplace

Log in to your Hubspot account.
Navigate to the settings or app marketplace area.
Search for the Zoho CRM integration listing.

On the integration listing, you will see details about supported objects, sync directions, and any limitations. Review this information to confirm that it fits your goals.

Step 2: Install the Zoho Integration in Hubspot

Click the button to install or connect Zoho in the Hubspot marketplace listing.
Select the Hubspot account you want to connect if prompted.
Authorize the requested scopes and permissions so that Hubspot can read and write the necessary data.

Once the installation begins, you will be redirected to Zoho to authorize data sharing back to Hubspot. Make sure you are logged into the correct Zoho environment, especially if your organization uses multiple accounts.

Step 3: Authorize the Connection in Zoho

Sign in to Zoho CRM when requested.
Review the access details and confirm the connection to your Hubspot account.
Grant permission for Zoho to share the specific data types listed on the screen.

After authorization completes, you will be returned to your Hubspot settings where you can finalize sync rules and field mappings.

Configuring Sync Settings Between Hubspot and Zoho

When the connection is active, the next step is to define how data should move between Hubspot and Zoho. This configuration stage is essential to prevent duplicates and data conflicts.

Choosing Sync Direction

Decide whether records will sync:

One-way from Hubspot to Zoho.
One-way from Zoho to Hubspot.
Two-way between both platforms.

For example, some teams keep marketing contacts managed primarily in Hubspot and push qualified leads into Zoho, while others maintain sales as the source of truth in Zoho and mirror only specific fields back into Hubspot. Choose the direction that matches your internal ownership model.

Mapping Fields Between Hubspot and Zoho

Field mapping determines how individual properties line up across the two systems.

In your Hubspot integration settings, open the Zoho CRM configuration.
Locate the area for field or property mapping.
Review the default mappings provided by the integration.
Add or adjust mappings for custom fields where needed.

Typical fields to map between Hubspot and Zoho include:

Email address and contact name.
Company name and domain.
Lifecycle stage or lead status.
Deal amount, close date, and pipeline stages (if supported).

Always ensure that field formats are compatible, such as picklist values and date formats, before saving your settings.

Managing Sync Filters

Many teams do not want every single record shared between Hubspot and Zoho. Use filters to limit which contacts or deals are included in the sync.

Common approaches include:

Sync only contacts with a specific lifecycle stage in Hubspot.
Sync only customers with a certain status in Zoho.
Exclude unsubscribed or bounced email addresses.

Apply filters carefully and document them so that your sales, marketing, and operations teams understand what will appear in each CRM.

How the Hubspot and Zoho Sync Behaves

Once the integration is running, data updates may happen on a schedule or near real time, depending on the connector configuration and limits. Knowing how the sync behaves helps you troubleshoot and avoid surprises.

Record Creation and Updates

When a record meets your filter criteria:

If there is no matching record in the other system, a new one may be created based on your settings.
If a match is found (often by email or ID), the record will be updated following your field mapping and sync direction rules.

Be sure to define which platform is the source of truth for critical properties. For example, subscription status might be owned by Hubspot, while opportunity stage might be owned by Zoho.

Duplicate and Conflict Handling

The integration uses identifiers such as email addresses or CRM IDs to match records. However, duplicates can still occur if:

Contacts exist with different emails in Hubspot and Zoho.
Records were imported separately into both systems.
Fields have conflicting values and both sides are set to update.

To reduce issues, regularly run deduplication processes in both CRMs and adjust your mapping so that only the correct side overwrites shared fields.

Limitations of the Hubspot and Zoho Integration

The integration focuses on core CRM objects and does not necessarily sync every object or feature that exists in either platform. Typical limitations can include:

Restricted support for custom objects or highly customized modules.
Limited handling of advanced automation or workflows between Hubspot and Zoho.
Potential delays in sync for very high data volumes.

Review the full feature list and any known limitations on the official documentation page at Hubspot and Zoho integration guide so you can plan for workarounds if needed.

Best Practices for Maintaining Your Hubspot–Zoho Connection

Keeping the integration healthy over time requires governance and periodic checks. Use these best practices to maintain data quality across Hubspot and Zoho.

Assign an owner for integration management and troubleshooting.
Document your sync directions, field mappings, and filters clearly.
Audit contact and company data regularly for duplicates.
Test changes in a smaller segment before applying them to all records.
Train users so they understand which platform should be updated for different data types.

When processes change in your organization, revisit your configuration to ensure the integration continues to support your goals for both Hubspot and Zoho.

Getting Extra Help with Your Hubspot and Zoho Setup

If your team has complex data structures or needs tailored workflows, working with specialists can save significant time.

For strategic guidance on CRM architecture, integrations, and optimization, you can consult experts such as Consultevo, who focus on building scalable operations around your existing tools.

For technical details specific to the native connector, always refer back to the official documentation for the Hubspot and Zoho integration and monitor any product updates that may enhance sync options or introduce new capabilities.

By understanding the integration’s scope, setting clear ownership rules, and maintaining clean data, you can use Hubspot and Zoho together as a cohesive revenue platform that supports both marketing and sales efficiently.

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Hupspot and Zoho sync guide