199.00

v 13.0 Third Party 50
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Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 5420
Technical Name hubspot
LicenseOPL-1
Websitehttp://pragtech.co.in
Also available in version v 11.0 v 12.0 v 9.0 v 10.0 v 14.0 v 15.0
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Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 5420
Technical Name hubspot
LicenseOPL-1
Websitehttp://pragtech.co.in
Also available in version v 11.0 v 12.0 v 9.0 v 10.0 v 14.0 v 15.0

Odoo Hubspot Integration

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup

support@pragtech.co.in pragtech

We support for English / French / Spanish at an additional cost

Supported Odoo versions & platforms
Odoo.sh
Self Hosted
Enterprise
Community
Odoo Online

Works & tested on standard installations of Odoo with no third party apps

Free support only for odoo installations with no third party apps

Paid support availaible for Odoo installations with third party apps.

Our Service Offerings

Odoo Dedicated Resources
Odoo Success Packs
Odoo Turnkey Projects
To connect with us: support@pragtech.co.in

Features Comparison with Other Connectors

Features Pragmatic Techsoft Pvt.Ltd. FreelancerApps Techloyce
Log Meeting
Log Email
Activity Notes Export
Activity Notes Export
Activity Tasks Import
Activity Tasks Export
Emails Import
Emails Export
Activity Notes Import
Odoo Community Edition
Multiple Instance
Contact Import
Contact Export
Company Import
Company Export
Deal Import
Deal Export
Scheduler
Record Sync Log
Odoo Enterprise Edition

Odoo Hubspot Integration

Leverage the capabilities of industry leading Marketing Tool Hubspot and Odoo business suite of apps by utilizing the Pragmatic Hubspot Odoo Bridge

Hubspot is the leader in developing products for inbound marketing and sales. It has integrated solution stack for CRM, marketing, and sales. Its vast feature packed offering makes it the heart and soul of any business across any scale, size, or industry. Its practical value extends beyond simple contact management. This way you gain incredible insight into your customers, prospects, and leads. With this insight you can craft deeper relationships with your customers at scale.

  1. The Hubspot Sales hub gives you a full suite of tools to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload. Your sales team can now book more meetings, engage better and close more deals, the smart way.
  2. The Hubspot Marketing hub provides all the resources, tools, and skills needed to manage and execute successful inbound marketing campaigns. This way you can provide an enhanced experience to your customers and make them interested in your business.


Sales automation

Lead analytics dashboard

Collected forms

Contact management

Blog & content creation tools

Mobile optimization

Email marketing

Calls-to-action

Landing pages

A/B testing

Gmail and Outlook integration

Documents

Live chat

Smart notifications

Analytics dashboards

Marketing automation

Tasks

Marketing Hub Benefits

  • Build and Modify Your Website Without IT
  • Get Your Content in Front of the Right People
  • Drive More Traffic to Key Landing Pages
  • Convert More Visitors Into Qualified Leads
  • Turn Leads Into Customers With Less Effort
  • Track Customers and Report Your Impact on the Bottom Line
  • Attract more targeted traffic to your pages
  • Convert more visitors into qualified leads.
  • Close more deals with less effort.
  • Delight customers to maximize value.
Marketing Hub Features
Lead analytics dashboard Lead flows
Collected forms Contact activity
Contact management Contact & company insights
Custom form fields Blog & content creation tools
SEO & content strategy Mobile optimization
Social media Email marketing
Calls-to-action Landing pages
Analytics dashboards Standard SSL certificate
Goal-based nurturing Marketing automation
Salesforce integration Smart content
Attribution reporting User roles
A/B testing Custom revenue reporting
Custom event reporting Custom event triggers
Predictive lead scoring Contacts reporting
Company reporting Event-based segmentation

Sales and CRM Hub Benefits

  • Manage your pipeline with total visibility.
  • Log sales activity automatically
  • See everything about a lead in one place.
  • Send Personalized Sequences
  • Create and Measure Email Templates
  • Get Real-Time Notifications
  • Enrich Contact Records Automatically
  • Place Calls From Inside the CRM
  • Book More Meetings
Sales and CRM Hub Features
Gmail and Outlook integration Contact management
Contact & company insights Companies
Deals Tasks
Email scheduling Email tracking & notifications
Email templates Documents
Calling Meetings
Canned snippets Reporting
Prospects Live chat
Email sequences Teams
Multiple deal pipelines Sales automation
Predictive lead scoring Required fields
Products Smart send times
Smart notifications Salesforce integration

Configuration

1. Set Access Right:

First goto settings -> Users -> Users ->Select any user -> click on the Hubspot Manager

2. Setup Hubspot Instance Into the Odoo

In Odoo Create Hubspot instance record add any instance name paste hubspot app. In case of multiple instance if you want to use current instance as a default instance then click on Default Instance checkbox

3. Contact Synchronization settings

If sync contact checkbox is enabled then only the user can import/export contact between odoo and hubspot.

  • If user wants to only import contact click on import contact checkbox
  • If user wants to only export contact click on export contact checkbox
  • Provided buttons to manually import or export contacts

4. Company Synchronization settings

If sync company checkbox is enabled then only the user can import/export company between odoo and hubspot.

  • If user wants to only import company click on import company checkbox
  • If user wants to only export company click on export company checkbox
  • Provided buttons to manually import or export company

5. Deal Synchronization settings

If sync deal checkbox is enabled then only the user can import/export deals between odoo and hubspot.

  • If user wants to only import deal click on import deal checkbox
  • If user wants to only export deal click on export deal checkbox
  • Provided buttons to manually import or export deal

6.Task Synchronization settings

If sync task checkbox is enabled then only the user can import/export tasks between odoo and hubspot.

  • If user wants to only import task click on import task checkbox
  • If user wants to only export task click on export task checkbox
  • Provided buttons to manually import or export task

7. Note Synchronization settings

If the sync note checkbox is enabled then only the user can import/export notes between odoo and hubspot.

  • If user wants to only import note click on import note checkbox
  • If user wants to only export note click on export note checkbox
  • Provided buttons to manually import or export note

8.Email Synchronization settings

If the sync email checkbox is enabled then only the user can import/export email between odoo and hubspot.

  • If user wants to only import email click on import email checkbox
  • If user wants to only export email click on export email checkbox
  • Provided buttons to manually import or export email

9. Log Meeting Synchronization settings

If the sync log meeting checkbox is enabled then only the user can import/export log meetings between odoo and hubspot.

  • If user wants to only import log meeting click on import log meeting checkbox
  • If user wants to only export log meeting click on export log meeting checkbox
  • Provided buttons to manually import or export log meeting

10. Log Email Synchronization settings

If the sync log email checkbox is enabled then only the user can import/export log email between odoo and hubspot.

  • If user wants to only import log email click on import log email checkbox
  • If user wants to only export log email click on export log email checkbox
  • Provided buttons to manually import or export log email

C. Hubspot synchronization Log

Maintain every synchronization log success/fail so user can check exact reason if fail

D. Maintain automation by using scheduler

Added scheduler for every activity so all import export functionally will automatically execute.

E. Import/Export Contact

Added hubspot Id and Instance name so users can understand the current record is connected to which instance. Also we have maintained company and contact association(that is if any company is assigned then that company will also download)

After synchronization if any change in contact records either in odoo or hubspot that change will reflect to other system by using scheduler or user can manually import/export contacts between two systems

F. Imported Company Sample

Added hubspot Id and Instance name so users can understand the current record is connected to which instance. Also we have maintained company and contact association(that is if any contact is assigned then that contact will also download)

After synchronization if any change in company records either in Odoo or hubspot that change will reflect to other system by using scheduler or user can manually import/export contacts between two systems

G. Import/Export Deal

Added hubspot Id and Instance name so users can understand the current record is connected to which instance.

After synchronization if any change like changes in amount, name or other fields either in Odoo or hubspot that change will reflect to other systems. If any company is set to the deal then we pick that company as a contact for deal creation in odoo. If any contact is set to the deal then we pick that contact as a contact for deal creation in odoo. If both company and contacts are set then we select first contact.

H. Import/Export Task Activity

Added hubspot Id and Instance name so users can understand the current record is connected to which instance.

After synchronization if any change in Task Activity records either in Odoo or hubspot that change will reflect to other system

I. Imported Notes Sample

Added hubspot Id and Instance name so users can understand the current record is connected to which instance.

After synchronization if any change in Notes records either in Odoo or hubspot that change will reflect to other system

J. Imported Email Sample

Added hubspot Id and Instance name so users can understand the current record is connected to which instance.

After synchronization if any change in Notes records either in Odoo or hubspot that change will reflect to other system

K. Imported Log Meeting Sample

Added hubspot Id and Instance name so users can understand the current record is connected to which instance.

After synchronization if any change in Log meeting records either in Odoo or hubspot that change will reflect to other system

L. Imported Log EMail Sample

Added hubspot Id and Instance name so users can understand the current record is connected to which instance.

After synchronization if any change in Log email records either in Odoo or hubspot that change will reflect to other system

Help Support Covid Relief

Pragmatic has always been contributing itswarsa social causes by exercising its Corporate Social Responsibility. We are pledged to COVID relief and have been donating a major share of our profits to COVID Pandemic Relief. By purchasing our apps and services you are becoming a part of helping the needy in these critical times. If you want to help further please connect with us and we will help you find NGOs whom you can donate directly.

support@pragtech.co.in

Contact / Support

(Monday-Friday 10am to 7pm IST)

Pragmatic Techsoft Pvt. Ltd.

Support

Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.

If you need any help or want more additional features, you may contact us through:

www.pragtech.co.in

Our solutions focus on your problems

  • Odoo Implementation
  • Odoo Customization
  • ERP Development and Implementation
  • Odoo Ipass Cloud
  • AI for Odoo
  • Odoo Apps
  • Aws Marketplace Products
  • Business Engines

Get In Touch

Module Dependency Installation for Ubuntu

First you needs to install pyrecord package using following command

sudo pip3 install pyrecord==1.0.1
sudo pip3 install tzlocal

You needs to install two more packages hubspot-connection and hubspot-contacts to install those packages we have provided one zip file (hubspot_api.zip). You need to extract zip file. Inside extracted directory there are two packages hubspot-connection-1.0rc8 and hubspot-contacts-1.0rc1. You needs to go inside two directories and install two packages using following command.

sudo python setup.py install

You can refer following screenshots

  1. Zip file inside hubspot module
https://apps.odoocdn.com/apps/assets/13.0/hubspot/img/setup_screen/1.png
  1. After extract zip file
https://apps.odoocdn.com/apps/assets/13.0/hubspot/img/setup_screen/2.png
  1. Jump to hubspot-connection-1.0rc8 directory and install package
https://apps.odoocdn.com/apps/assets/13.0/hubspot/img/setup_screen/3.png
  1. Jump to hubspot-contacts-1.0rc1 directory and install package
https://apps.odoocdn.com/apps/assets/13.0/hubspot/img/setup_screen/4.png

5. Make sure all packages are installed properly by using command

pip freeze
https://apps.odoocdn.com/apps/assets/13.0/hubspot/img/setup_screen/5.png
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from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
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or modified copies of the Software.
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