| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Lines of code | 2961 |
| Technical Name |
odoo_hubspot_integration |
| License | OPL-1 |
| Versions | 11.0 12.0 13.0 14.0 15.0 16.0 |
OVERVIEW
HubSpot is a leading software for CRM, marketing, and sales. It
goes far beyond simple contact management, aiming to give you
incredible insight into every contact so you can build deeper
relationships with your buyers at scale. In short, HubSpot is an
inbounds marketing and sales platform that helps companies to
attract visitors, convert leads and close customers. It does this
by bringing together a variety of functionalities and allowing
marketing and sales departments to manage all their activities in
one place.
Odoo is a comprehensive open-source ERP
software made up of an integrated suite of business modules,
including customer relationship management (CRM), e-commerce,
accounting, billing, inventory management, project management,
warehouse management, financial management, manufacturing and
purchasing.
Odoo HubSpot connector acts as a bridge
between HubSpot and Odoo. This allows you to get the best from
both worlds. Odoo CRM and Marketing features are limited as
compared to HubSpot. By using this connector you can connect both
systems and you can take customer relationship management to a
whole new level of customer delight and improved productivity.
Work With Both Community And Enterprise Version.
KEY FEATURES:
- Easy To Use.
- Allow To Connect With Multiple HubSpot Instance.
- Import Owner As A User
- Import And Export Contact
- Import And Export Company
- Import And Export Deal
- Import PipeLine And Stages
- Manage Contact And Company Association
- User Can Manually Map Fields Between Two Systems
- Manage To Sync Custom Properties
- Quick Create/Export Functionality For Contact, Company, Deal
- Separate Scheduler For Every Single Operation(Automation)
- Temporary Instance Enable/Disable Functionality
- Record Synchronization Log
- Manage Access Right
CONFIGURATION
Goto Settings → Users & Companies → Users → Access Rights Page → Technical Settings → HubSpot Manager
HubSpot Instance Setup
We can connect multiple HubSpot instance to Odoo database. User can
temporary enable or disable HubSpot instance. Each synchronized record
contains two fields 1. HubSpot Id 2. Instance reference so Odoo user
can easily understand current record is synchronized with which HubSpot
instance.
To connect HubSpot instance login to HubSpot
click on Gear icon → Integration → API Key → Click On
Create API Key → Copy API Key And Add it into the Odoo database
Then User needs to click on Check Connection button this
button will validate APP KEY and download CRM Object.
Download Owner From HubSpot Into Odoo
After check connection successful user needs to click on the Download Owner button. This button will download Owner form HubSpot into Odoo as a User. This is Important Step because in HubSpot if owner is assigned to any CRM object like Contact, Company, Lead then after download operation Odoo will set related user to that record as a sales person/user.
Contact Synchronization Setting
To enable contact synchronization user needs to click on check-box Sync
Contact then user can see some other checkboxes for more settings like
1.Import Contact(import contact from HubSpot To Odoo) 2.Export
Contact(export contact from Odoo to HubSpot) 3.Quick Export(immediately
export contact to HubSpot on creation of contact to use this
functionality user needs first click on the Default Instance checkbox)
If user click on the Import/Export Contact checkox
automatically related button will visible. There are some more fields
like 1.No of contact sync(can configure how many records will
import or export at a time you can skip this filed) 2.Last
Import Date(maintain this date because each time connector will import
records which are created or modified after this date to increase
speed) 3.Last Export Date(maintain this date because each time
connector will export records which are created or modified after this
date to increase speed)
Contact Mapping Fields
Before start mapping fields user needs to click on
the button Import Fields. This button will download all latest
fields from HubSpot to Odoo so user can map it.
After that User
needs to click on button Required Mapping. This button will map
required(important fields) between two systems user can not change
these mapping).
For more fields mapping user can click on the
button Reset Optional Mapping. This button will map some extra
fields between two systems. User can add its own mapping manually or if
something is mess the again click on the Reset Optional Mapping
button to reset optional mapping
Note: User at least needs to click on REQUIRED MAPPING button to
synchronize records
Import Contact
Import Contact
Before import contact make sure that you have enabled checkbox Sync
Contact, Import Contact then click on buttons Import Fields and
Required and Optional mapping
Now just click on the button Import
Contacts. All recent contacts will download From HubSpot to
Odoo.
In a contact menu we have added filter named HubSpot
Contact so user can easily check contacts which are already sync with
HubSpot. If you open any contact then you can see we have added two more
fields 1.HubSpot Id(database id of record in HubSpot) 2.HubSpot
Instance(instance name that we have configured this is useful in case
of multiple HubSpot instance scenario)
Export Contact
Before export contact make sure that you have enabled checkbox Sync
Contact, Export Contact then on the button Import Fields and
Required and Optional Mapping
Now just click onthe button Export
Contacts. All recently created or updated contacts will be exported to HubSpot
Company Synchronization Setting
To enable Company synchronization user needs to goto Companies
Configuration then click on check-box Sync Company then user
can see some other checkboxes for more settings like 1.Import
Company(import Company from HubSpot To Odoo) 2.Export Company(export
company from Odoo to HubSpot) 3.Quick Export(immediately export
company to HubSpot on creation of company to use this functionality
user needs first click on the Default Instance checkbox)
If
user click on the Import/Export Company checkox automatically related
button will visible. There are some more fields like 1.No of
company sync(can configure how many records will import or export at a
time you can skip this filed) 2.Last Import Date(maintain this
date because each time connector will import records which are created
or modified after this date to increase speed) 3.Last Export
Date(maintain this date because each time connector will export
records which are created or modified after this date to increase
speed)
Company Mapping Fields
Before start mapping fields in HubSpot and Odoo user needs to click on
the button Import Fields. This button will download all latest
fields from HubSpot to Odoo so user can map it.
After that User
needs to click on button Required Mapping. This button will map
required(important fields) between two systems user can not change
these mapping).
For more fields mapping user can click on the
button Reset Optional Mapping. This button will map some extra
fields between two systems. User can add its own mapping manually or if
something is mess the again click on the Reset Optional Mapping
button to reset optional mapping
Note: User at
least needs to click on REQUIRED MAPPING button to synchronize records
Import Company
Before import company make sure that you have enabled checkbox Sync
Company, Import Company then click on the button Import Fields,
Required and Optional mapping
Now just click on the button Import
Company. All recent company records will download From HubSpot to Odoo.
In a contact menu we have added filter named HubSpot Companies
so user can easily check companies which are already sync
with HubSpot. If you open any company record then you can see we have
added two more fields 1.HubSpot Id(database id of record in
HubSpot) 2.HubSpot Instance(Instance Name That We have
configured this is useful in case of multiple HubSpot instance
scenario)
Export Company
Before export company make sure that you have enabled checkbox Sync Company,
Export Company then click on the button Import Fields, Required and
Optional mapping
Now just click on the button Export Company.
All recently created or updated companies will be exported to HubSpot
Deal Synchronization Setting
To enable deal synchronization user needs to goto Deal
Configuration then click on check-box Sync Deal then user can
see some other checkboxes for more settings like 1.Import Deal(import
deal from HubSpot To Odoo) 2.Export Deal(export deal from Odoo to
HubSpot) 3.Quick Export(immediately export deal to HubSpot on
creation of deal to use this functionality user needs first click on
the Default Instance checkbox)
If user click on the
Import/Export Company checkox automatically related button will
visible. There are some more fields like 1.No of deal sync(can
configure how many records will import or export at a time you can skip
this filed) 2.Last Import Date(maintain this date because each
time connector will import records which are created or modified after
this date to increase speed) 3.Last Export Date(maintain this
date because each time connector will export records which are created
or modified after this date to increase speed) 4.Deal Import As(Used
to configure imported deal will be Lead Or Opportunity in Odoo)
Deal Mapping Fields
In case of deal first user needs to click on the button Download
Pipelines. This button will download HubSpot pipeline and stages into
the odoo, connector will auto map HubSpot stages with Odoo stages, user
also can map odoo and HubSpot stages manually.
Then user needs to click on the button Import Fields. This
button will download all latest fields from HubSpot to Odoo so user can
map it.
After that User needs to click on button Required
Mapping. This button will map required(important fields) between two
systems user can not change these mapping).
For more fields
mapping user can click on the button Reset Optional Mapping.
This button will map some extra fields between two systems. User can
add its own mapping manually or if something is mess then again click on
the Reset Optional Mapping button to reset optional mapping
Note: User at least needs to click on REQUIRED MAPPING button to
synchronize records
Import Deal
Before import deal make sure that you have enabled checkbox Sync Deal, Import Deal
then click on the the button Import Fields, Required and Optional mapping
Now just click on the button Import Deal. All recent deal records will download
From HubSpot to Odoo.
If you open any deal record then you can see we have added two more fields
1.HubSpot Id(database id of record in HubSpot) 2.HubSpot
Instance(instance name that we have configured this is useful in case
of multiple HubSpot instance scenario)
Export Deal
Before export deal make sure that you have enabled checkbox Sync Deal,
Export Deal then click on the button Import Fields, Required
and Optional Mapping
Now just Click OnExport Deal
button. All recently created or updated deals will be exported to HubSpot
Maintain Company - Contact Association
Connector is manage maintain association between company and contact so if user added a contact in a company in either HubSpot or in Odoo this association can be import and exported in other system
HubSpot Sync Log
From past experience I observed that maintain log is very important for
connectors at any stage if records are not going to sync then user want
to know the reason(connection failure/programming error/unexpected
response from third party system reason may be anything) Most of the
connector do not maintain error/success log. Programmer needs to allow
access of production server and needs to check error manually. But in
this connector we have maintained all sync log(don't worry one
scheduler will automatically delete more than 30 days old log)
There is a separate menu Sync Log to check log. Here we have
default added all filters like success only, Error only, Import only,
Export only, Group by instance, Log Type, Operation(Import,Export),
Short Message, Date, Object(like Contact, Company, Deal)
Manage Automation Using Different Scheduler
Most of user wants to import or export records automatically for this purpose we have created multiple schedulers and all operations will be automatic
Import Export Custom Properties
This is most important and unique feature of this connector. If user
have some custom properties in HubSpot and he wants to sync it with
Odoo still you do not need to made any changes into the code. Connector
will handle all custom fields import / export
After
creation of new property in HubSpot, user just needs to click on the button
Import Fields of that object. Then new property will download into the
Odoo and user can map it with existing Odoo fields.
Future Enhancement
| Activity Note Import/Export |
| Activity Task Import/Export |
| Activity Email Import/Export |
| Ticket Import/Export |
| Documents Import/Export |
| Meeting Import/Export |
| Product Import/Export |
| Quotes Import/Export |
You would love to have our other Apps!
SupportsOdoo 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.
Please log in to comment on this module
Report comment
Any abuse of this reporting system will be penalizedI get an error message when connecting to hubspot and absolutely no one replies to support despite several emails!
Very Good App, No Customisation Required
It's very good app,
Earlier I have purchased app from other vendors but it's static. I can not download data from newly created properties, but with this application I can download data from any existing and custom property.
The purchased application is not working and the author is not reacting to emails
Re:
Hello pavel,
Please download latest version 1.0.4 all issues are fixed.
Thank You.
Seems like a good up but I can't get in contact with the developer
I need to contact the developer for some customization but they are unresponsive on email.
Re: Seems like a good up but I can't get in contact with the developer
Hello,
Please download latest version 1.0.4 all issues are fixed.
you can contact through
email freelancerapps5@gmail.com
or
skype id live:freelancerapps5
Thank You.
Contact
Is there a way to contact the author ? I get no reaction to emails.
Re: Contact
Hello,
Please download latest version 1.0.4 all issues are fixed.
you can contact through
email freelancerapps5@gmail.com
or
skype id live:freelancerapps5
Thank You.