Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 1844 |
Technical Name |
sh_hubspot_connector |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
Community Apps Dependencies | Show |
Lines of code | 1844 |
Technical Name |
sh_hubspot_connector |
License | OPL-1 |
Website | https://www.softhealer.com |
Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |

Hubspot Odoo Connector

Hubspot Odoo Connector provides a feature to import and export leads,opportunities, companies, contacts, tasks, emails, meetings and log notes as well. Also, you can export contacts, leads, company and opportunity as your selection.

Features

- Easy to sync contacts Company and Deals(Leads/Opportunities).
- You have selection for where you import deals in leads or opportunities.
- Easy to Sync Tasks, Notes, Emails, and Meetings.
- Easy to mass export contacts, companies and leads as well.
- Easy to group by contacts and leads with 'Hubspot Config'.
- Easy to set cron for automatic import and export all things like contacts, deals, companies, tasks, meeting, emails, notes.
- Just Config hubspot and go for it.
- No more configuration required, just install it and cheers!
Goto user setting and enable 'Hubspot Configuration Manager'.

Hubspot credentials menu and tree view.

Here create a hubspot config, add you config name and api key.

Now for importing companies, goto companies tab, enable 'Import Company' and click Sync Comapny.

After successfully imported companies you can see the log in Log History.

You can see the list of imported companies in contacts. Here you can group by contacts with 'Hubspot Config'.

Now for importing contacts, goto contacts tab, enable 'Import Contacts' and click Sync Contact.

After successfully imported companies you can see the log in Log History.

You can see the list of imported Contacts in contacts. Here you can group by contacts with 'Hubspot Config'.

Now in hubspot, you can see in 'NBA Company' its notes, task, meeting and emails.

For importing task, goto task tab and enable 'Import Task' than click 'Sync Task'. After successfull importing a task you can see the log in 'Log History'.

For importing notes, goto 'Notes' tab and enable 'Import Notes' than click 'Sync Notes'. After successfull importing a notes you can see the log in 'Log History'.

For importing meeting, goto 'Meeting' tab and enable 'Import Meeting' than click 'Sync Meeting'. After successfull importing a Meeting you can see the log in 'Log History'.

For importing emails, goto 'Emails' tab and enable 'Import Emails' than click 'Sync Emails'. After successfull importing a Emails you can see the log in 'Log History'.

you can see the imported task, notes, emails and meeting in 'Meeting' smart buttons.

This is notes, meeting, task and emails created in odoo.

Goto to Hubspot configuration and export all of them one by one. You can see the log in log history.

All notes, emails, task and meetings are exported successfully to hubspot.

You can export mass contacts. Just select contacts list and goto action and click 'Export Hubspot Contact/Company'.

Here in this wizard you have to select a hubspot config and click 'Export'.

You can see the log in log history. Also you can export contacts here, Only make sure you define hubspot config in contacts.

This is the deals in hubspot.

Goto hubspot odoo config, select where you import deal in Opportunity or leads and click 'Sync Deals'. After importing a deals successfully you can see the logs in log history with imported counts.

Imported deals list in odoo opportunity. Also you can group by deals with 'hubspot config'.

Deal's task, meeting, notes and emails.

Hubspot deal's task, emails, notes and meeting are imported successfyully.

You can define hubspot config in crm opportunities. And goto action and Click 'Export Hubspot Leads/opportunities'.

If you have dozens of leads without adding a hubspot config, and you want to export to hubspot. So just select those leads/opportunities and goto action and click 'Export Hubspot Leads/opportunities'.

After that you have to select a hubspot config in this wizard, and click 'Export'.

You can see the log notes in log history. Also you can export direct to hubspot config. (Make sure you define a 'Hubspot Config' inside those leads.)

Goto 'My Account' in hubspot

Now click on 'Setting Icon'.

Here goto Account Setup --> Integration --> Private Apps, Here click on 'Create a Private App'.

After created successfully, Just copy and paste this access token in hubspot odoo config.

Version 15.0.2 | Released on : 23rdSeptember 2022
Version 15.0.1 | Released on : 10 October 2021
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Yes, This app is compatible with Odoo's Multi-Company Feature.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages







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.
Please log in to comment on this module