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Embed HubSpot data into a Zoho CRM record

Last updated: November 28, 2023

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After connecting HubSpot and Zoho CRM, you can embed HubSpot data into a Zoho record. This allows you to view information from a HubSpot contact, company, or deal record directly in Zoho. 

The HubSpot embed window displays timeline activities such as emails logged, workflows the record is enrolled in, and record properties. It also includes a link to the HubSpot record. 

Turn on HubSpot Embed

  • In your HubSpot account, navigate to Reporting > Integrations.
  • Click Zoho CRM
  • Click the Feature discovery tab.
  • Click Install HubSpot Embed. A banner stating Your HubSpot embed was installed in Zoho CRM. will appear. This means the Embed has been installed in HubSpot, however you need to continue the installation process for Zoho CRM. 
  • To complete the installation process, click Install in Zoho CRM. This will open Zoho CRM in a new tab.
  • Agree to the terms and conditions and click Continue.
  • Choose which user profiles to install HubSpot Embed for and click Confirm.
  • You will see a banner with the message Extension installed successfully upon installation in Zoho CRM. 

Install the HubSpot Embed

Review HubSpot Embed information

To view the HubSpot Embed: 

  • In Zoho CRM, navigate to an object record.
  • In the upper right, click the HubSpot Embed button.
  • Click the Timeline tab to view activities on the object record's timeline such as emails received, forms submitted and meetings attended. 
  • Click the Workflows tab to view any workflows that the record is enrolled in, or enroll a record in a workflow. 
  • Click the HubSpot Properties tab to view all HubSpot object properties and record associations

Zoho CRM HubSpot Embed


 

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