Configuration

Step 1: Activate developer mode. Go to the settings and open the "Users & Companies" menu. Select the User needed and at the end of the view you can see the Hubspot Manager boolean. Enable it to view the Hubspot Instance in the General View.

Step 2: After entering into the hubspot instance menu, create a new Hubspot Instance. Paste the Hubspot Access Token from the hubspot account inside the Hubspot app id field. Check the default instance boolean to make it the default instance for import and export of data. Test Connection Button is used to test whether the authentication is successful or not.

Step 3: Procedure for creation of access token in hubspot account:

i) Go to Settings, Select Integrations → Private Apps → Select Private Apps → From the private Apps view, Click the create App option and create a private app.

ii) Include Basic Info, Scopes, Webhooks and upon creation of the app, We will receive the authentication details including access token.

Workflow

Importing Data from HubSpot

Importing Contacts:
Enable the Import Contacts Boolean. If Associated Companies of the Contacts need to be imported, Enable the Import companies Boolean too. Click Import Contacts Button for Importing the Contacts.

When Importing Contacts operation is done, contacts will be imported into the Contacts Queue. After entering inside the Queue, We can do the process manually to successfully import contacts.

Updating Contacts:
Enable the Import Contacts Boolean. Click Update Contacts Button to update the contacts in odoo.

When updating the Contacts operation is done, contacts updated from hubspot will be updated in odoo also.

Importing Companies:
Enable the Import Companies Boolean. Click Import Companies Button to import the companies.

When Importing Companies operation is done, companies will be imported into the Companies Queue.
After entering inside the Queue .We can do the process manually to successfully import companies

Updating Companies:
Enable the Import Companies Boolean.Click Update Companies Button to update the companies in odoo.

Importing Deals and its stages:
Enable the Import Deals Boolean. If Associated contacts and Companies of the deal need to be imported, Enable the import companies Boolean and import contacts boolean. Click Import Hubspot Stages, and then import Deals Button for Importing the Stages and Deals to Odoo.

Stages are updated in the Opportunity pipeline, while deals will be imported into the Deals Queue. After entering inside the Queue .We can do the process manually to successfully import deals

The deals and its stages are reflected in the pipeline of CRM module

Importing Attachments
Attachments of Contacts,Companies,Deals will be imported to Odoo along with the following imports.
Attachments will be visible in the chatter section of contacts,companies,deals.

Importing Tasks
Enable the Import Tasks Boolean. Click the Import Tasks Button to Import the tasks to odoo.

After import tasks operation is done , tasks will be imported to odoo and can be visible under the chatter section.

Import Products:
Enable the Import Products Boolean. Click Import Products Button to import the products to odoo.
After Importing Products operation is done, Products can be visible in the Sales Module.

Import Quotes:
Enable the Import Quotes Boolean. Click Import Quotes Button to import the quotes to odoo.
After Import Quotes Operation is done, Quotes can be visible in the Sales Module.

Importing Log Calls:
Select Logs Tab
Under Log Tabs View, Enable the Import Log calls Boolean. Click Import Log Calls Button to import the log calls to odoo.

After Log Calls Operation is done, log calls will be imported to odoo and can be visible under the chatter section of any contact, companies, deals.

Importing Notes:
Select Logs Tab
Under Log Tabs View, Enable the Import Notes Boolean. Click the Import Notes Button to import the Notes to odoo.
After the Import Notes operation is done, notes will be imported to odoo and can be visible under the chatter section.

Importing Emails:
Select Logs Tab
Under Log Tabs View, Enable the Import Emails Boolean. Click the Import Emails Button to import the Emails to odoo.
After the Import Emails operation is done, emails will be imported to odoo and can be visible under the chatter section.

Importing Log Emails:
Select Logs Tab
Under Log Tabs View, Enable the Import Log Emails Boolean. Click the Import Log Emails Button to import the Log Emails to odoo.
After import log emails operation is done, log emails will be imported into odoo and can be visible under the chatter section.

Queue Management:
Queue Management is implemented in the hubspot module.
When importing a large number of records from HubSpot (like Contacts, Companies, or Deals), the system uses a queue-based approach to ensure the import is smooth, efficient, and doesn't overload the server or hit HubSpot rate limits. Records are first stored in Queues instead of being imported directly into Odoo.

Each queue contains up to 100 records.
From the Queues created , records can be manually processed to Odoo

Exporting Data to HubSpot

Exporting Contacts:
From the Contacts tab, Enable the export contacts boolean. Contacts can be exported by the Export Contacts Button.
After Export Contacts Operation is done, all contacts will be exported to hubspot from odoo.

Exporting Selective Contacts and Companies from List View:
Contacts and Companies can be selected from List View and exported back to hubspot.

Contacts exported from Form View.

Exporting Companies:
From the Companies tab, Enable the export companies boolean. Companies can be exported by the Export Companies Button.

Companies can also be exported by Form View.

Exporting Deals:
From the Deals tab, Enable the export deals boolean. Deals can be exported by the Export Deals Button.

Exporting Tasks:
From the Tasks tab, Enable the export tasks boolean. Tasks can be exported by the Export Tasks Button.
For exporting the tasks, schedule activities from the chatter, and schedule one.

After Scheduling Activities, Export tasks operation is done to export the task to hubspot.

Exporting Notes:
From the chatter section, add a note and create one.

From the Notes Tab, Enable the export Notes boolean. Notes can be exported by the Export Notes Button.

Exporting Emails:
From the Email Tab, Enable the export Email boolean. Emails can be exported by the Export Emails Button.

Emails created from odoo can be exported to hubspot.

Exporting Log Meeting:
From the Log Meeting Tab, Enable the export Log Meeting boolean. Meetings can be exported by the Export Log Meetings Button.

Exporting Log Emails:
From the Log Emails Tab, Enable the export Log Emails boolean. Log Emails can be exported by the Export Log Emails Button.