Jul 29, 2021 2:33 PM
We have the HubSpot/Zoho integration set up, and our lead and contact data is syncing between either platform. Is there a way to get a copy of our HubSpot emails into Zoho and affiliated with the proper Lead and Contact record? We are trying to move the majority of our email sends into HubSpot but want to continue using Zoho for our CRM needs. Thank you for your help!
Jul 30, 2021 4:05 AM
Hi @AprilDMiller ,
So i believe only certain properties map with the Zoho HUbSpot data sync integration - see documentation here and HubSpot email engagements on the contact record are not included
If you want to obtain the hubspot emails, you need to use the engagements API to export those and then you need to manually import them into Zoho.
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Aug 5, 2021 5:00 AM
Quick question April.
Are you looking to sync over the actual email content itself or are you mainly interested in seeing who received, opened and clicked the campaign?
In case you are interested to see the actual email content itself, would it be enough to have a link back to Hubspot?
For context, we're building a syncing platform called Outfunnel that syncs engagement and contact data between CRMs and marketing tools. We don't yet connect with Zoho but it's one of the CRMs we have on our roadmap for next year so this use case might be something we'll also solve soon.
Aug 12, 2021 2:36 PM
We want to sync a copy of the actual email, there is already a function in place that is syncing contact data. We are trying to avoid the team using a separate platform to view what emails were sent when all of their sales records and so on are hosted in Zoho.