You can install a CRM data auditing integration to audit the data in an external CRM, such as Zoho. Auditing your external CRM data will show you the different types of data in your CRM compared to your HubSpot data. For example, this can be useful if needing to set up a sync between the two CRMs.
The following integrations are currently available on the App Marketplace:
Copper Data Auditor
Pipedrive Data Auditor
Zoho Data Auditor
To install a CRM data auditing tool:
In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar, then select App Marketplace.
Use thesearch bar to locate the data audit tool that corresponds with your external CRM.
In the pop-up window, select your external CRM account, then click Submit. On the next screen, click Accept to allow the integration to access your CRM data.
With the integration installed, you can now run an audit:
In your HubSpot account, click the settingssettings icon in the main navigation bar.
In the left sidebar menu, navigate to Integrations > Connected apps.
Click the data audit app that you connected.
Click Run audit. The audit will then begin to process.
Once the audit is complete, click Download audit file to export a spreadsheet with the audit results.
Open the audit file on your computer, then view the CRM data breakdown. The export will contain the following pages:
Export results: a summary of the objects analyzed during the audit.
Object tabs: a page will be created for each object type that lists the properties created for that object in the external CRM. Each property will be broken down by its name, data type and matching HubSpot data type, and additional information about the property.
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