Hubspot Settings

Go to Settings > Users & Companies > Users, in that set up the Hubspot configuration.

Hubspot Module

Once access rights are enabled, users can access the Hubspot module from the Odoo dashboard and use it easily.

Hubspot Dashboard

Navigate to HubSpot > Dashboard. To create a new instance, click on the Create New Instance button.

Hubspot Configuration

Navigate to Hubspot Dashboard, create instance and enter the required Hubspot integration credentials such as Access Token, Owner ID and enable the update existing field. Then click on Connect With Hubspot to authenticate.

Hubspot Store Successfully Connected

After entering all the required credentials, the HubSpot instance status will update to CONNECTED. Once the store is successfully connected, a log note with a Success status will appear under the Sync History tab.

Import Companies from Hubspot to Odoo

User need to click on "Import Companies" button to import Companies from hubspot to odoo.

Import Companies Log

When user clicks on the "Import Companies" button, a log entry should be created in the Sync History, indicating that the companies was imported.

Imported Companies

User can view the imported companies from hubspot to Odoo.

On the company details page, users can view the Hubspot ID and Hubspot Instance fields, both of which are displayed with their respective values.

Export Companies from Odoo to Hubspot

User need to click on "Export Companies" button to export Companies from odoo to hubspot.

Exported Companies Log

When user clicks on the "Export Companies" button, a log entry should be created in the Sync History tab, indicating that the companies was imported.

Exported Companies

User can view the exported companies from odoo to hubspot.

Import Contact from Hubspot to Odoo

User need to click on "Import Contact" button to import Contact from hubspot to odoo.

Import Contacts Log

When user clicks on the "Import Contacts" button, a log entry should be created in the Sync History, indicating that the companies was imported.

Imported Contacts

User can view the imported contacts from hubspot to Odoo.

On the contact details page, users can view the Hubspot ID and Hubspot Instance fields, both of which are displayed with their respective values.

Export Contacts from Odoo to Hubspot

User need to click on "Export Contacts" button to export Contacts from odoo to hubspot.

Exported Contacts Log

When user clicks on the "Export Contacts" button, a log entry should be created in the Sync History tab, indicating that the contacts was imported.

Exported Contacts

User can view the exported contacts from odoo to hubspot.

Import Deals from Hubspot to Odoo

User need to click on "Import Deals" button to import Deals from hubspot to odoo.

Import Deals Log

When user clicks on the "Import Deals" button, a log entry should be created in the Sync History, indicating that the deals was imported.

Imported Leads

User can view the imported deals from hubspot to Odoo.

Export Deals from Odoo to Hubspot

User need to click on "Export Deals" button to export Deals from odoo to hubspot.

Exported Deals Log

When user clicks on the "Export Deals" button, a log entry should be created in the Sync History tab, indicating that the deals was imported.

Exported Deals

User can view the exported deals from odoo to hubspot.

Import Settings

In the Advanced Settings tab, users can enable fields in the Import Settings section—such as Sync Notes, Sync Emails, Sync Calls, Sync Tasks, and Sync Meetings—to import synchronized data from HubSpot into Odoo.

In the HubSpot contact profile, users can add engagement activities such as Notes, Emails, Calls, Tasks, and Meetings. Here, a Note is being created for the contact, with the message, then the user can click on Create note to save the note.

In the contact profile view, the user can click on the Email icon to compose and send an email to the respective contact. Once the email is written, the user can click on the Send button to deliver the email directly from HubSpot.

To create a task for a contact in HubSpot, the user can click on the Task icon from the contact's profile view. In the task creation window, the user can set the activity date, assign the task, and add relevant task details.After entering the necessary information, the user can click the Create button to save and assign the task.

To schedule a meeting in HubSpot, the user can select the Meeting option from the contact's profile. Fill in the required details, Once all the meeting details are entered, click the Save button to finalize and schedule the meeting.

The user can now re-import contacts so that any updated contacts from HubSpot are synchronized and reflected in Odoo.

Here, the user can view meeting details, emails, tasks, and log notes within the contact record—these activities are synchronized from HubSpot.

Export Settings

In the Advanced Settings tab, users can enable fields in the Export Settings section—such as Export Notes, Export Emails, Export Calls, Export Tasks, and Export Meetings—to import export data from Odoo into Hubspot.

The user selects a contact, adds a log note to the contact's details, creates an email activity, and saves the information.

The user can now export the contact from Odoo to HubSpot, ensuring that the updated contact is actively engaged within HubSpot.

Now, on the HubSpot contact details page, the user can see the log note and email activity that were exported from Odoo.

Imported Companies, Contacts & Deals in Hubspot Dashboard