412.41

v 13.0 Third Party 3
Required Apps CRM (crm)
Helpdesk (helpdesk)
Technical Name odoo_hubspot
LicenseOPL-1
Websitehttp://www.techloyce.com
Also available in version
You bought this module and need support? Click here!
Required Apps CRM (crm)
Helpdesk (helpdesk)
Technical Name odoo_hubspot
LicenseOPL-1
Websitehttp://www.techloyce.com
Also available in version

Hubspot Connector

HubSpot offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core. They’re powerful alone — but even better when used together. Odoo is a fully integrated and customizable open-source suite of business applications including sales, CRM, project management, manufacturing, inventory, accounting and other business needs in one software solution. Odoo was designed to meet the needs of companies of all sizes and budgets.

Request a Free Demo

Highlights

Synchronize Companies

Import and Export Companies between Hubspot and Odoo.

Synchronize Contacts

Import and Export Contacts between Hubspot and Odoo.

Synchronize Deals

Import and Export Deals between Hubspot and Odoo.

Syncronize Tickets

Import and Export Tickets between Hubspot and Odoo

Syncronize Note

Import and Export Note Activity of Companies, Contacts, Deals and Tickets between Hubspot and Odoo.

Synchronize Emails

Import and Export Email Activity of Companies, Contacts, Deals and Tickets between Hubspot and Odoo.

Synchronize Tasks

Import and Export Task Activity of Companies, Contacts, Deals and Tickets between Hubspot and Odoo.

Synchronize Associations

Import and Export associations of Companies & Contacts between Hubspot and Odoo.

Synchronize Contacts Detail

Synchronize Deal Detail

Synchronize Ticket Detail

Automatic Jobs




Hubspot Credentials

  • Once you get Hubspot API Key from your Hubspot Account.
  • Then go to Hubspot>Hubspot Credentials, where you can see Hubspot API and Email.
  • Enter Hubspot API key and email over there.
  • Save the credentials first then click on Test Connection Button. Once you get success to test connection then you can perform other activities.
  • If you face any issue while Test connection then Please verify you API key.



Hubspot Connector

  • To Sync data between Odoo and Hubspot, you have to go to main menu=>Hubspot=>Hubspot Menu.
  • You can see here checkboxes to sync companies, contacts, deals and tickets.
  • Enable respective checkboxes and click Start Execution button.



AUTOMATED ACTION

  • If you want to set auto scheduler to perform sync automatically at a specific time interval, then you can select the auto scheduler option from Hubspot Menu.
  • Once you check the modules to import/export data and select the auto scheduler checkbox and set Execute Every and Interval Unit. Then click on sync data button. In this way, the scheduler will be activated and keep on executing at specific time..



Hubspot Instance Sync

  • If you want to export the record instantly from Odoo to Hubspot when it is created in Odoo, then you have to check the given options in Hubspot credential setting. This will help you to sync following records from Odoo to Hubspot:
    • Create or Delete Company in Hubspot If Created or Deleted in Odoo.
    • Create or Delete Contact in Hubspot If Created or Deleted in Odoo.
    • Create or Delete Deal into Hubspot If Created or Deleted in Odoo.
    • Create or Delete Ticket into Hubspot If Created or Deleted in Odoo.

Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.

You can contact us to request a customization in the app.

Helpdesk does not available in Odoo community version so, Hubspot connector does not support in Odoo Community.



License Terms

Package is non distributable and can only be used by the organization which is buying the package. The pricing is only for this package and associated version. For any new purchases, cost associated with the new release will be charged.
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
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
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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