Its intuitive interface makes it accessible to everyone - no matter their level of experience with technology. 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. How do you integrate with HubSpot?Īs previously mentioned, HubSpot's main selling points are its simplicity and ease of use. It's worth trying both methods to decide exactly where you fall. However, keep in mind that HubSpot might take longer to load if you chose this method. By doing this, you'll be able to access your own records from whichever application, without affecting the details stored elsewhere. From there, select Settings, Privacy, and Security, scroll down until you reach Access Data Separately, and toggle whichever box applies to you. 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. 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. Also, note that you must opt into additional plans before getting full functionality. However, you can still find plenty of useful templates available from both companies. HubSpot's calendar feature is pretty limited compared to Zoho's ability to track appointments, birthdays, and anniversaries. 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. In Zoho, you would open the menu and select Share/Send or something similar, depending on what type of item you wanted to send. On top of that, you can send emails straight from either program by selecting the option within the respective menus.įor example, when composing an email in HubSpot, you could tap Send To to add items to the list in order to share important links, attachments, etc. This way, you won't run out of space while working with files across different programs. Once connected, you can start syncing emails, contacts, tasks, notes, documents, events, and even forms from each platform. You can always check out our guide here about how to sync Outlook calendars with Google Calendar to get started. 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. Then choose between HubSpot Connect (the free version), HubSpot Enterprise Edition, or HubSpot Professional Edition. With HubSpot, after signing in, click on "Account" in the upper right corner and select "Integrate Another Application". 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. If you already have one set up, then all you'll need to do is log in using the same credentials. 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. With this integration, Zoho offers robust features for managing different aspects of sales, marketing, customer service, accounting, human resources, project management and finance.īut 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? 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. 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. 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.
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