HubSpot Contact As Lead/Opportunity In Odoo

by
Odoo

96.35

v 14.0 Third Party
Required Apps CRM (crm)
Lines of code 1165
Technical Name odoo_hubspot_lead_integration
LicenseOPL-1
Also available in version v 13.0 v 15.0
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Required Apps CRM (crm)
Lines of code 1165
Technical Name odoo_hubspot_lead_integration
LicenseOPL-1
Also available in version v 13.0 v 15.0

OVERVIEW

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HubSpot is the 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 inbound 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.

Many businesses created Custom Form in HubSpot and send to the targeted audience or add this form as a contact us page for the website. An interested visitor will fill form info HubSpot will create a new contact. If you want to import HubSpot contacts as a Lead in Odoo then this module is perfect for you


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 HubSpot Contact As a Lead/Opportunity in Odoo
  • User Can Manually Map Fields Between Two Systems
  • Manage To Sync Custom Properties
  • 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 instances to the Odoo database. Users can temporarily enable or disable the 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 checking the connection successfully, the user needs to click on the Download Owner button. This button will download Owner from HubSpot into Odoo as a User. This is an Important Step because in HubSpot if the owner is assigned to any CRM object like Contact, Company, Lead then after download operation Odoo will set a related user to that record as a salesperson/user.

Mapping Fields

Before start mapping fields a user needs to click on the button This button will download all the latest fields from HubSpot to Odoo so the user can map them.
After that User needs to click on the 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. Users can add their own mapping manually or if something is messed then again they can 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 at least once you have clicked on buttons Import Fields and Required and Optional mapping
Now just click on the button Import Deal. All recent contacts will download From HubSpot to Odoo.

Import Export Custom Properties

This is the most important and unique feature of this connector. If the user has some custom properties in HubSpot and wants to sync it with Odoo still you do not need to make any changes to the code. The connector will handle all custom fields import

After the creation of new property in HubSpot, a user just needs to click on the button Import Fields of that object. Then the new property will download into the Odoo and the user can map it with existing Odoo fields.

HubSpot Sync Log

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 to the production server and needs to check errors manually. But in this connector, we have maintained all sync logs (don't worry one scheduler will automatically delete more than 30 days old log)

There is a separate menu Sync Log to check the 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

Manage Automation Using Different Scheduler

Most of the user wants to import or export records automatically for this purpose we have created multiple schedulers and all operations will be automatic

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