| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Helpdesk (helpdesk) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 2626 |
| Technical Name |
odoo_hubspot |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 16.0 15.0 14.0 13.0 17.0 12.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Helpdesk (helpdesk) • Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Lines of code | 2626 |
| Technical Name |
odoo_hubspot |
| License | OPL-1 |
| Website | http://www.techloyce.com |
| Versions | 16.0 15.0 14.0 13.0 17.0 12.0 |
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.
Highlights
Synchronize Companies
Sync Companies between Hubspot and Odoo.
Synchronize Contacts
Sync Contacts between Hubspot and Odoo.
Synchronize Deals
Sync Deals between Hubspot and Odoo.
Syncronize Tickets
Sync Tickets between Hubspot and Odoo
Syncronize Note
Sync Note Activity of Companies, Contacts, Deals and Tickets between Hubspot and Odoo.
Synchronize Emails
Sync Email Activity of Companies, Contacts, Deals and Tickets between Hubspot and Odoo.
Synchronize Tasks
Sync Task Activity of Companies, Contacts, Deals and Tickets between Hubspot and Odoo.
Synchronize Associations
Sync associations of Companies & Contacts between Hubspot and Odoo.
Hubspot into Odoo - Sync Operations
- Sync Companies from Hubspot into Odoo.
- Sync Contacts from Hubspot into Odoo.
- Sync Deals from Hubspot into Odoo.
- Sync Tickets from Hubspot into Odoo.
- Sync Activity Notes from Hubspot into Odoo.
- Sync Activity Emails from Hubspot into Odoo.
- Sync Activity Tasks from Hubspot into Odoo.
Odoo into Hubspot - Sync Operations
- Sync Companies from Odoo into Hubspot.
- Sync Contacts from Odoo into Hubspot.
- Sync Deals from Odoo into Hubspot.
- Sync Tickets from Odoo into Hubspot.
- Sync Activity Notes from Odoo into Hubspot.
- Sync Activity Emails from Odoo into Hubspot.
- Sync Activity Tasks from Odoo into Hubspot.
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 sync 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 Custom Date Range
- If you want to execute the operation and filter the record based upon its creation date from Odoo to Hubspot, then you have to set the date and time labelled by Start Date and End Date This will help you to sync the records from Odoo to Hubspot based upon time.
Hubspot Execute Operation
- If you have turned on the option for syncing contacts,companies,deals and tickets, click the Sync Data button to perform the operation.
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.
Upgrades are not free. If you require any customization, you can contact us. We offer support for 90 days after purchase. For further information you can contact us at https://techloyce.com or read our support policy.
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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