HubSpot Odoo Connector

by
Odoo

97.61

v 14.0 Third Party 13
Required Apps CRM (crm)
Lines of code 2883
Technical Name odoo_hubspot_integration
LicenseOPL-1
Also available in version v 13.0 v 11.0 v 12.0
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Required Apps CRM (crm)
Lines of code 2883
Technical Name odoo_hubspot_integration
LicenseOPL-1
Also available in version v 13.0 v 11.0 v 12.0

OVERVIEW

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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.
Overview FreelancerApps
FreelancerApps features

KEY FEATURES:

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  • 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

FreelancerApps Details 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

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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

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Very Good App, No Customisation Required
by
CustomizeApps
on 1/27/21, 2:14 AM

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.


Contact
by
pavel@sodomka.cz
on 2/8/21, 4:37 PM

Is there a way to contact the author ? I get no reaction to emails.