Does Zoho work with HubSpot?
Zoho has long been known as a great tool for small businesses looking to manage their day-to-day operations without the hassle of paying for expensive software or hiring an IT professional. The company's focus on ease of use means it can offer powerful tools that are easy enough for anyone who needs them, including entrepreneurs in early stages.
In recent years, they've also expanded into more enterprise-level solutions like its new Customer Relationship Management (CRM) app called Zoho SalesForce, which integrates directly with popular platforms such as Google AdWords and Microsoft Office 365 so users don't need any extra third party applications. With this integration, Zoho offers robust features for managing different aspects of sales, marketing, customer service, accounting, human resources, project management and finance.
But if you're wondering how these two products compare against each other, we have some answers below!
How do I connect HubSpot to Zoho Mail?
When setting up accounts with either product, you'll want to go through this step first because it determines whether you will be able to access certain features from both services. If you already have one set up, then all you'll need to do is log in using the same credentials. Otherwise, you may want to create another account just for HubSpot or Zoho since there isn't much point having separate usernames and passwords when connecting multiple companies' systems together.
With HubSpot, after signing in, click on "Account" in the upper right corner and select "Integrate Another Application". Then choose between HubSpot Connect (the free version), HubSpot Enterprise Edition, or HubSpot Professional Edition. For Zoho, simply sign in with your email address and password, and you should see options pop up under "Create Account." Select Email & Password, enter your information, and follow the steps provided by Zoho to complete the setup process. You can always check out our guide here about how to sync Outlook calendars with Google Calendar to get started.
Once connected, you can start syncing emails, contacts, tasks, notes, documents, events, and even forms from each platform. This way, you won't run out of space while working with files across different programs. On top of that, you can send emails straight from either program by selecting the option within the respective menus.
For example, when composing an email in HubSpot, you could tap Send To [Application] to add items to the list in order to share important links, attachments, etc. In Zoho, you would open the menu and select Share/Send or something similar, depending on what type of item you wanted to send. Both platforms allow you to schedule meetings as well, though HubSpot gives you more control by letting you pick specific dates and times instead of being stuck on whatever time zone was convenient for others.
HubSpot's calendar feature is pretty limited compared to Zoho's ability to track appointments, birthdays, and anniversaries. However, you can still find plenty of useful templates available from both companies. Also, note that you must opt into additional plans before getting full functionality. But overall, HubSpot works best for those who only ever plan on sending out occasional newsletters, while Zoho is ideal for people who do most of their planning via email.
If you'd prefer not to link your accounts together, but still use both services side-by-side, you can try accessing your data separately by clicking on the gear icon next to the search bar. From there, select Settings, Privacy, and Security, scroll down until you reach Access Data Separately, and toggle whichever box applies to you. By doing this, you'll be able to access your own records from whichever application, without affecting the details stored elsewhere.
However, keep in mind that HubSpot might take longer to load if you chose this method. It's worth trying both methods to decide exactly where you fall.
How do you integrate with HubSpot?
As previously mentioned, HubSpot's main selling points are its simplicity and ease of use. While Zoho takes things slightly further by adding more advanced features such as multi-country support and detailed analytics, HubSpot is focused on making everything simple for everyone. Its intuitive interface makes it accessible to everyone -- no matter their level of experience with technology.
Since HubSpot focuses mainly on keeping its user base happy, it doesn't include every single function offered by Zoho. Instead, it lets customers pick and choose the ones they think make sense for their particular situation. So if you know you need several custom fields related to inventory, shipping costs, or taxes, you can request them from HubSpot specifically. And unlike many other enterprise-level CRMs, it's completely free to use indefinitely.
The downside to HubSpot is that it does lack some really helpful integrations. Because HubSpot was designed for smaller teams, it lacks some of the deeper functionalities found in higher end alternatives. Since HubSpot never intended to compete with larger players, it's missing out on a lot of basic functions that come standard with bigger rivals.
This means that some major areas of productivity haven't yet been fully explored in HubSpot. Though it does let you customize reports according to your preferences, there aren't quite as many customization options as you'll find in other packages. There's also no automated workflow creation mode like there is in Zoho.
On the flipside, HubSpot does give you tons of flexibility to structure your database however you see fit. Plus, it allows you to build complex formulas based off of various criteria you specify, meaning you can easily adapt your system according to whatever situation requires it.
Though HubSpot has improved upon its interface recently, it's still lacking some key features that were introduced in newer versions of Zoho. One notable issue is that it hasn't added customizable branding to its design, which limits the potential for differentiation among clients. Overall, Zoho seems to cater towards individuals who require a little more power behind their fingertips.
Why HubSpot is better than Zoho?
While both HubSpot and Zoho serve very distinct purposes, there are definitely instances in which one is clearly superior to the other. Here are a few examples of why HubSpot might prove to be a better choice for your team:
1. Customizable Reporting Options
Because HubSpot was built primarily for personal use, it has fewer reporting capabilities than competitors. But thanks to the fact that it was created for regular folks, it's easier for everyday workers to understand.
2. More Flexibility When Building Complex Formulas
One big advantage of HubSpot is its ability to handle complex equations. While other services often struggle with creating proper calculations, HubSpot can handle anything.
3. Easier App Integrations
Unlike Zoho, HubSpot is incredibly flexible, allowing you to integrate almost any app you wish. Whether you want to incorporate an expense tracker or project manager, HubSpot handles it seamlessly.
4. Works Well As A Desktop Tool
HubSpot was made to be used as a desktop application, rather than relying heavily on online services. Unlike Zoho, HubSpot is actually good for typing away hundreds of lines of text per hour. Some other companies force users onto webpages, causing unnecessary delays and hindering efficiency.
5. Free Forever
HubSpot is completely free to use forever. No strings attached. That's huge considering the average price tag of enterprise-grade software is $50-$100 per month.
6. Less Competition
There are far less competing brands in the market than there are in the CRM industry. Just look at Apple vs Samsung, Facebook vs Twitter, Amazon vs eBay, or Google vs Bing. Most people probably wouldn't bother choosing one brand over another unless they had a strong reason to do so. Therefore, competition typically leads to lower prices.
7. Better Support
HubSpot provides excellent 24/7 support, especially regarding technical issues. They also provide tutorials and FAQs to help you learn faster.
8. Easy Setup
Setting up a HubSpot account is extremely straightforward. Whereas Zoho takes a bit more effort due to its complexity, once you figure out how to navigate around, the rest usually falls into place.
9. Simplicity Is Important
Simplicity is arguably the greatest strength of HubSpot. Even if you don't consider yourself tech-savvy, chances are high that you can quickly grasp how to use the platform.
10. Great Pricing Plans
Most pricing plans range anywhere from $15-$30 per month, giving you ample room for growth without breaking the bank. HubSpot also regularly releases discounts, deals, and special promotions, so you can save money whenever possible.
11. Social Media Integration
You can plug in social media profiles from Instagram, LinkedIn, Pinterest, Reddit, Tumblr, YouTube, SoundCloud, Vimeo, Flickr, Disqus, Klout, Flipboard, Foursquare, Yelp, Dribble, XING, FourSquare, Meetup, Eventbrite, and many more.
12. Third Party Apps Are Available
Third-party developers have released dozens of plugins for HubSpot, bringing countless new features to the table. These include everything from event registration to eCommerce shopping carts.
13. Advanced Analytics Tools
The HubSpot platform is a robust tool for automating many of your company’s internal processes. It helps you manage leads, nurture them into customers, then convert those consumers into paying clients. The software can even generate sales reports that are used by both marketing teams and executives within an organization.
Hubspot has been consistently recognized as one of the best companies to work for in several fields across the world. With more than 20 million users worldwide (including 2 million businesses), it's easy to see why this is true. But what if there was another powerful CRM system out there that could help further streamline your workflow and boost productivity? Well, there is! Meet Zoho CRM. Read on to find out how these two systems interact with each other — and what benefits they offer when integrated together.
Can Zoho integrate with HubSpot?
Zoho CRM integrates directly with HubSpot so that all relevant information pertaining to contacts, accounts, opportunities, campaigns, etc., will be available in real time. This means that any changes made on one application will automatically reflect itself onto the others without having to manually update multiple platforms separately. For example, if someone were to change their contact name or email address on HubSpot while also updating their phone number on Zoho, only one entry would need to be updated instead of three separate ones. This integration allows you to connect different applications seamlessly, making sure that no data gets lost along the way.
You'll have access to everything needed to make informed decisions regarding your entire customer base through HubSpot and Zoho combined, whether that decision involves launching new products or services, creating sales pipelines, managing client relationships, and tracking performance metrics. You can use this information to fine-tune operations based upon real results rather than just theory. By linking these two solutions, you gain the ability to easily create automatic processes between departments like marketing and finance, which will allow you to save money via increased efficiency.
Both platforms support multi-user capability — meaning that you're able to share login credentials with colleagues who may require access to certain areas of the system. In addition, you can set up security levels to protect sensitive account details such as billing addresses, credit card numbers, personal information, etc. These security measures include password protection, user permissions, and customizable logins.
If you've ever had trouble connecting various programs before because they weren't compatible enough, fear not — Zoho and HubSpot complement each other well due to their extensive feature sets and ease of use.
How do I link HubSpot to ZOHO?
To get started using Zoho alongside HubSpot, simply go to ZohoCRM " Setup " Integrate Your Data. This process takes less than five minutes, and once complete, your data will begin syncing immediately. If you happen to forget to sync right away, don't worry — you can always reintegrate your data later. On top of being incredibly convenient, this solution offers numerous advantages including higher visibility, automated updates, and better accessibility.
When integrating HubSpot and Zoho, you'll receive instant notifications whenever something occurs relating to your contact list, allowing you to respond accordingly. And since everything happens simultaneously, you won't miss out on important communications either. Using this method ensures that you never lose track of critical emails or voicemails related to current leads. Instead, you'll be notified about these messages instantly.
Another perk of combining HubSpot and Zoho is that you'll receive alerts whenever there's activity related to specific accounts. Therefore, if you want to know every detail surrounding a particular lead, you can check your HubSpot dashboard at any given moment. Notifications sent by Zoho will appear under My Applications & Services in HubSpot, giving you peace of mind knowing that your data isn't sitting idle waiting to be processed.
Lastly, HubSpot and Zoho provide seamless integrations. Since they run off the same database, changes made to one program will automatically reflect themselves onto the others. As mentioned earlier, this synchronization works in both directions too. So if you add a contact record in HubSpot, their corresponding profile information will show up in Zoho. Or if you delete a lead in Zoho, its associated records will disappear from HubSpot altogether.
Is zoho the same as HubSpot?
It might surprise some people to hear that Zoho actually replaced HubSpot back in 2013. While HubSpot remains popular among marketers today, it wasn't originally designed to replace existing enterprise tools. Rather, it was created specifically for small businesses looking to increase their overall productivity and grow organically over time. Because of this, some industry professionals believe that the two platforms aren't comparable. However, we disagree. Here's our reasoning behind this statement...
First, let's take a look at the differences between HubSpot vs. Zoho. Although both platforms boast similar features, Zoho possesses unique capabilities that HubSpot lacks. One major difference lies in the fact that Zoho includes social media management tools whereas HubSpot doesn't. Social media optimization is crucial nowadays — especially for B2B enterprises — but HubSpot does not currently possess this functionality. Fortunately, Zoho now provides this service, making it easier than ever to reach potential prospects online. Also, HubSpot focuses primarily on lead generation and nurturing, whereas Zoho specializes mostly in conversion rate improvement. Lastly, HubSpot is limited to just providing basic analytics, whereas Zoho gives you full control over your own reporting needs.
As far as pricing goes, HubSpot costs $199 per month, whereas Zoho starts around $25 per month. However, the latter requires monthly payments unlike the former, which charges annually regardless of quantity. A significant benefit of choosing Zoho comes down to its free trial period. Unlike HubSpot, Zoho grants everyone a 30-day free membership after signing up.
For anyone interested in learning more, here's a quick comparison chart showing all of the similarities and differences between HubSpot and Zoho.
Now that you understand the differences between HubSpot and Zoho, hopefully you feel confident in deciding which one suits your individual requirements best. Of course, nothing beats hands-on experience, so it's recommended that you sign up for both HubSpot and Zoho and test drive their functionalities side by side beforehand. Doing so will ensure that you end up with the most suitable option for your team. Before long, you'll notice that your workflow becomes much smoother and productive thanks to these two great options. Now that you know how to combine them, start exploring the possibilities! They truly represent excellent value for your budget.
Integrating HubSpot and Zoho is simple, straightforward, and cost effective. To learn more about their capabilities and limitations, visit https://www.zohosoftware.com/hubspot-crm/.
Zoho has been on the radar of many businesses for quite some time now. It's one of those few companies that can boast of having its roots in India but also have operations all around the world today. With offices located across 20 countries, it offers products ranging from collaboration tools like Docs, Sheets, Slides, etc., along with their own version of an enterprise resource planning (ERP) solution called Zoho ERP.
It's no wonder then that most small businesses are looking into using these solutions as they offer excellent value-for-money while being easy enough to use. But which company should you go for if you're already working with HubSpot or any other third party vendor? Let's find out...
Which CRM is better than Zoho?
If we were to ask this question about two different software vendors, each offering similar services, what would be the answer? Well, there'd probably be several answers! The first thing that comes to mind would be ease of integration between both systems. If the two platforms don't support such functionality, choosing one over another might not really matter. In addition, how well does one handle data security? Does the app store your information securely? And finally, who will provide technical help when needed - the vendor itself, or someone else?
Hubspot vs. Zoho comparison
When comparing HubSpot and Zoho, we'll start by focusing on the latter's strengths and weaknesses. On paper, HubSpot seems to do everything right. Its product portfolio includes Salesforce CRM, Gmail Marketing Automation, Office 365 Business Essentials Suite, Google Analytics 360, etc. However, since it's a SaaS platform, it does lack certain features available only in desktop ones. For instance, HubSpot doesn't allow users to create custom fields unless they want to pay extra for them. This means that even though users get access to numerous templates for various types of documents, the same cannot be said about adding new fields.
On the other hand, Zoho isn't exactly lacking either. You may think that because it's a web application, it could easily connect with others' applications without much hassle. While this is true, it still requires additional effort on user side. Since Zoho uses Oauth2 authentication mechanism, connecting HubSpot and Zoho often takes more steps than simply authenticating the account. Even after successfully doing this, it wouldn't mean the connection was successful yet. To ensure smoother operation, try following our guide detailing how to sync HubSpot and Zoho together.
The bottom line here is that whether you choose HubSpot or Zoho, making sure that the chosen system supports integration with other popular SaaS/PaaS platforms is essential. As long as you've got this covered, the rest of the questions can be answered based solely on personal preferences. Of course, if you're interested in learning more about HubSpot, check out our article highlighting why HubSpot is great.
Does Zoho Mail integrate with HubSpot?
Another important aspect worth considering before deciding on a particular provider is email management. When dealing with emails, especially transactional ones, speed plays a vital role. Having multiple tabs open just to reply to emails won't cut it if your team needs to take quick action. That's where Zoho Mail shines. Thanks to its smart inbox, you can sort incoming messages according to priority level, sender name, status, etc. Moreover, you can quickly respond via keyboard shortcuts as well as mouse clicks. Whether you decide to use Zoho Mail or Outlook, make sure that whichever service you choose allows you to send emails through SMTP protocol.
While HubSpot integrates nicely with Zoho Mail thanks to Zapier, it's worth noting that it's impossible to export your existing mailboxes to HubSpot at least without paying a pretty high price. Therefore, if you plan to switch providers anyway, you'll need to set up your current contacts list yourself. Luckily, HubSpot provides detailed instructions explaining how to import your address book. Just follow them carefully.
In short, Zoho Mail is undoubtedly faster compared to HubSpot's native toolset. What's more, it works seamlessly with mobile devices too. So, if you're concerned about accessibility, Zoho Mail's free unlimited messaging option should come in handy.
Why is HubSpot so good?
As mentioned earlier, HubSpot excels at providing email marketing automation. Apart from allowing you to track leads automatically, add automated signatures, schedule emails, post content directly to social media pages, etc., it enables you to manage your entire sales funnel efficiently. Another reason why people prefer HubSpot is due to its robust analytics dashboard. Here you'll see reports covering details such as traffic sources, conversion rate, goals achieved, etc.
Of course, HubSpot's main strength lies within its customer relationship management (CRM) capabilities. Not only does it feature customizable forms, but it also lets you visualize relationships between customers and prospects. Additionally, HubSpot has plenty of useful integrations that enable you to keep track of activities happening elsewhere. Some examples include Slack, Dropbox, Basecamp, GitHub, Twitter Feed Manager, etc.
As far as pricing goes, HubSpot plans start at $19 per month per active seat. There are three payment options to choose from: monthly subscription ($18), annual billing ($16.67/month), and hybrid model ($35).
Who is a competitor to HubSpot?
There are several competitors trying hard to compete against HubSpot nowadays. Amongst the biggest players are Microsoft Dynamics 365 (formerly known as Dynamics AX), Oracle ElastiCache, SAP SuccessFactors HCM Cloud, Workday Inc., NetSuite, InfusionSoft, ServiceNow, etc. Each of these platforms offers some unique advantages and disadvantages.
For example, unlike HubSpot, Microsoft Dynamics 365 doesn't let users customize forms. Also, despite promising seamless integration between Dynamics 365 and Skype for Business, I couldn't confirm this myself. Similarly, although ElastiCache has decent analytical dashboards, it lacks flexibility when it comes to automations. Other drawbacks include slow response times and limited number of connectors.
Similarly, depending on your specific requirements, finding the best fit might prove difficult. For instance, if you're looking for something simple, perhaps you shouldn't opt for pricey packages offered by larger corporations. Instead, stick to smaller, specialized firms that know what they're doing.
And lastly, if you haven't decided whether to move towards a cloud-based alternative, consider moving away from HubSpot in favor of a dedicated partner. They usually charge lower fees and offer superior tech support. Alternatively, you can contact us directly to learn more. We hope you found this insightful. Good luck!