Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Contact Created

Triggered when a new contact is added to Zoho CRM. Useful for initiating workflows based on new contacts.
heading shape

New Deal Stage Change

Activated when the stage of a deal in Zoho CRM is updated. Helpful for tracking changes in deal stages or other custom deal properties.
heading shape

New Account Created

Triggered when a new account is created in Zoho CRM. Useful for sales and account management.
heading shape

New Email Activity

Triggered by various email activities in Zoho CRM, such as when an email is opened, clicked, or bounced. Helps in monitoring email campaign effectiveness.
heading shape

Add Contact to Zoho CRM List

This action adds a contact to a specified list in Zoho CRM, useful for segmenting contacts for targeted marketing campaigns.
heading shape

Create a Task in Zoho CRM

Allows you to create a new task in Zoho CRM, triggered by various actions such as form submissions or customer interactions in HubSpot.
heading shape

Find or Create Account

Searches for an account in Zoho CRM. If the account exists, it retrieves details; otherwise, it can trigger other actions like creating a new account record.
heading shape

Find or Create Lead

Similar to finding or creating accounts, this action either locates an existing lead or creates a new one in Zoho CRM, based on the specified criteria.
heading shape

Update Contact Details

Updates existing contact information in Zoho CRM. This can be triggered by changes in customer information on HubSpot.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Google Sheets

Connect

Enhance data management with HubSpot Google Sheet Integration. Seamlessly sync data between HubSpot and Google Sheets for improved organization and analytics.

CRM Integration Logo

Slack

Connect

Experience the power of HubSpot Slack Integration. Connect HubSpot with Slack to foster seamless communication and enhance collaboration. Explore the benefits of this integration for improved team efficiency.

CRM Integration Logo

QuickBooks

Connect

Simplify financial management by integrating HubSpot with QuickBooks. Enhance accuracy and streamline processes for improved business financials.

CRM Integration Logo

Salesforce

Connect

Discover the benefits of HubSpot Salesforce Integration. Streamline CRM processes by seamlessly connecting HubSpot with Salesforce. Enhance your marketing and sales strategies with this seamless integration.

CRM Integration Logo

Wordpress

Connect

Explore the advantages of HubSpot WordPress Integration. Seamlessly integrate HubSpot with WordPress for improved marketing workflows and increased efficiency. Elevate your digital strategy with this seamless integration.

CRM Integration Logo

Mailchimp

Connect

Take your email marketing to the next level! This guide explains how to integrate Mailchimp with HubSpot for powerful automation, better insights, and a more unified customer experience.

CRM Integration Logo

Stripe

Connect

Optimize payment processing with HubSpot Stripe Integration. Seamlessly connect your HubSpot account with Stripe for efficient and secure transactions.

CRM Integration Logo

Asana

Connect

Optimize project collaboration by integrating HubSpot with Asana. Streamline communication and workflow for improved efficiency and project success.

CRM Integration Logo

Shopify

Connect

Optimize your e-commerce marketing with HubSpot Shopify Integration. Streamline workflows and enhance customer engagement for a successful online store.

CRM Integration Logo

Zoom

Connect

Enhance virtual collaboration with HubSpot Zoom Integration. Seamlessly integrate Zoom with HubSpot for improved communication and collaboration in virtual meetings.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Zoho CRM logo

Zoho CRM + HubSpot

bullet icon

Streamline Lead Management

Easily capture and manage Zoho CRM leads in HubSpot.

bullet icon

Create Personalized User Experience

Use HubSpot data to create highly personalized Zoho CRM leads and contacts.

bullet icon

Automate Marketing Workflows

Trigger actions in HubSpot based on Zoho CRM interactions.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Zoho CRM Integration enhance lead management?

The integration allows you to seamlessly sync leads between HubSpot and Zoho CRM, ensuring that your sales and marketing teams have access to the most up-to-date information.

Can I automate marketing workflows between HubSpot and Zoho CRM?

Yes, you can set up automated workflows in HubSpot triggered by actions in Zoho CRM, such as new lead creation or deal stage changes.

Is it possible to personalize Zoho CRM contacts based on HubSpot data?

While direct contact personalization within Zoho CRM using HubSpot data isn't native, you can leverage HubSpot insights to guide personalized outreach and communication strategies.

How does the integration support sales pipeline management?

The integration enables seamless synchronization of deal stages and properties between HubSpot and Zoho CRM, providing visibility and consistency across your sales pipeline.

Can I track and analyze Zoho CRM activities in HubSpot?

Yes, activities such as email opens, clicks, and task completions in Zoho CRM can be tracked and analyzed within HubSpot for comprehensive reporting and analysis.

Does syncing contacts between HubSpot and Zoho CRM require manual intervention?

No, the integration automates the synchronization of contacts between HubSpot and Zoho CRM, ensuring data accuracy and efficiency.

Can I use Zoho CRM data to personalize marketing campaigns in HubSpot?

Yes, you can leverage Zoho CRM data to create targeted marketing campaigns and personalized content in HubSpot, enhancing engagement and conversion rates.

How does the integration impact sales team productivity?

By providing real-time access to Zoho CRM data within HubSpot, the integration streamlines workflows and eliminates the need for manual data entry, improving sales team efficiency.

Are there any limitations to the HubSpot Zoho CRM Integration?

While the integration offers robust functionality, it's essential to consider the specific requirements and limitations of your business processes to ensure optimal performance.

Can I create custom reports and dashboards combining HubSpot and Zoho CRM data?

Yes, you can create custom reports and dashboards within HubSpot using data from Zoho CRM, allowing for comprehensive analytics and insights across your sales and marketing activities.
The integration allows you to seamlessly sync leads between HubSpot and Zoho CRM, ensuring that your sales and marketing teams have access to the most up-to-date information.
Yes, you can set up automated workflows in HubSpot triggered by actions in Zoho CRM, such as new lead creation or deal stage changes.
While direct contact personalization within Zoho CRM using HubSpot data isn't native, you can leverage HubSpot insights to guide personalized outreach and communication strategies.
The integration enables seamless synchronization of deal stages and properties between HubSpot and Zoho CRM, providing visibility and consistency across your sales pipeline.
Yes, activities such as email opens, clicks, and task completions in Zoho CRM can be tracked and analyzed within HubSpot for comprehensive reporting and analysis.
No, the integration automates the synchronization of contacts between HubSpot and Zoho CRM, ensuring data accuracy and efficiency.
Yes, you can leverage Zoho CRM data to create targeted marketing campaigns and personalized content in HubSpot, enhancing engagement and conversion rates.
By providing real-time access to Zoho CRM data within HubSpot, the integration streamlines workflows and eliminates the need for manual data entry, improving sales team efficiency.
While the integration offers robust functionality, it's essential to consider the specific requirements and limitations of your business processes to ensure optimal performance.
Yes, you can create custom reports and dashboards within HubSpot using data from Zoho CRM, allowing for comprehensive analytics and insights across your sales and marketing activities.

Book a consultation call