Odoo Hubspot Connector

by
Odoo

184.42

v 15.0 Third Party
Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 1921
Technical Name ws_odoo_hubspot_connector
LicenseOPL-1
Websitehttp://www.werpsol.com
Also available in version v 14.0
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Required Apps CRM (crm)
Sales (sale_management)
Invoicing (account)
Lines of code 1921
Technical Name ws_odoo_hubspot_connector
LicenseOPL-1
Websitehttp://www.werpsol.com
Also available in version v 14.0

Odoo Hubspot

Odoo Hubspot Connector is one of the module in Odoo which we used for sync the opportunity from hubspot like contact,companies and deals. Odoo is basically open source ERP business suite to managed our business/management so well.



Salient Features

Sync Companies

Import/Export Companies to continue backup and security.

Sync Contacts

Import/Export Contacts to continue backup and security.

Sync Deals

Import/Export Deals to continue backup and security.

Sync Tickets

Import/Export Tickets to continue backup and security.

HUBSPOT CREDENTIALS

  • First you have hubspot account or make .
  • Login the account and make an instance of private app. After that you should connect the app via connected app option.
  • From there you get hubspot Token key.

Step 1


Step 2

  • Goto hubspot -> configuration -> setting .
  • Paste the token key in hubspot token key section and save it.
  • After that press the Test Connection button.

Import Companies

  • Now Go to configuration tab in user and select Scheduler
  • Select Run Manual option in Activate Scheduler .
  • Select the Company option and press Run Manual button.

Import Manually


Export Companies Manually Multiple Record

  • Now Go to Companies menu.
  • Select the Companies which you want Export to hubspot
  • After Selecting the Companies click Action tab and press the Export Company to hubspot

Export Company Manually


Import Contact

  • Now Go to configuration tab in user and select Scheduler
  • Select Run Manual option in Activate Scheduler .
  • Select the Contact option and press Run Manual button.

Import Manually

Export Contact Manually Multiple Record

  • Now Go to Contact menu.
  • Select the Contacts which you want Export to hubspot
  • After Selecting the Contacts click Action tab and press the Export Contact to hubspot

Export Contact Manually

before


After


Import Deals

  • Now Go to configuration tab in user and select Scheduler
  • Select Run Manual option in Activate Scheduler .
  • Select the Deals option and press Run Manual button.

Import Manually

Export Deals Manually Multiple Record

  • Now Go to Deals menu.
  • Select the Deals which you want Export to hubspot
  • After Selecting the Deals click Action tab and press the Export Deals to hubspot

Export deals Manually


Sync History

  • Now Go to configuration tab in user and select Sync History
  • You See all the Sync History of(Contact, Company and Deals) and their Types.

Import Multi/Single Records Auto-Scheduler

  • Now Go to configuration tab in user and select Scheduler.
  • Select Activate Scheduler option in Activate Scheduler .
  • Select the multi options and set there interval(Execute Every and Interval Unit)
  • Start Activate Scheduler



Prominent Products

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).
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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.
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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