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Advance Odoo Hubspot Integration

by
Odoo

228.70

In-App Purchases
v 18.0 Third Party 11
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Sales (sale_management)
Calendar (calendar)
Lines of code 6617
Technical Name oh_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Contacts (contacts)
Discuss (mail)
Invoicing (account)
Sales (sale_management)
Calendar (calendar)
Lines of code 6617
Technical Name oh_integration
LicenseOPL-1
Websitehttps://www.echobitzit.com
Versions 15.0 16.0 17.0 18.0



Features

Synchronize Companies

Import, Export and Synchronize Companies details and Companies related modules and activities between Odoo and Hubspot Bi-Directional.

Synchronize Contacts

Import, Export and Synchronize Contacts details and Contacts related modules and activities between Odoo and Hubspot Bi-Directional.

Synchronize Opportunities

Import, Export and Synchronize Opportunities details and Opportunities related modules and activities between Odoo and Hubspot Bi-Directional.

Synchronize Products

Import, Export and Synchronize Products and Products details between Odoo and Hubspot Bi-Directional.

Synchronize Quotations

Import, Export and Synchronize Quotations details and Quotations related modules and activities between Odoo and Hubspot Bi-Directional.

Synchronize Meetings

Import, Export and Synchronize Meetings and Meetings details between Odoo and Hubspot Bi-Directional.

Synchronize Users

Import, Export and Synchronize Users and Users details between Odoo and Hubspot Bi-Directional.

Synchronize Notes

Import, Export and Synchronize Notes and Notes details between Odoo and Hubspot Bi-Directional.

Synchronize Tasks

Import, Export and Synchronize Tasks and Tasks details between Odoo and Hubspot Bi-Directional.

Synchronize Emails

Import, Export and Synchronize Emails and Emails details between Odoo and Hubspot Bi-Directional.




Key Features Of Odoo Hubspot Integration








Hubspot-Odoo Configuration

Hubspot Setup

1. Go to the given link and create a hubspot account : https://www.hubspot.com/
2. Create a Private app



Contacts/Companies/Opportunities/Products/Users/Quotations Functionality

1. Manually Sync Create/Update a single Record in odoo to hubspot using "sync to hubspot" button :

Sync a Record in odoo, click the "sync to hubspot" button in form view of odoo Contacts/Companies/Opportunities/Products/Users. The Record sync odoo to hubspot and odoo Record is created into hubspot. Also, You can Sync single record from Hubspot to Odoo via Wizard.




2. Manually Sync Create/Update multiple Records in odoo to hubspot using "sync to hubspot" button :

Sync a Records in odoo, click the "sync to hubspot" button in list view of odoo Contacts/Companies/Opportunities/Products/Users. The Records sync odoo to hubspot and odoo contact/company/deal/user is created into hubspot. Also, You can Sync Multiple records from Hubspot to Odoo via Wizard.


3. Sync quick Create/Update multiple Records Bi-directional using Scheduler :

1. Sync odoo to hubspot:

Sync a Records in odoo to hubspot. click the "sync odoo to hubspot" checkbox in hubspot Instance page. The records sync odoo to hubspot and odoo records is created into hubspot.




2. Sync hubspot to odoo:

Sync a Records in hubspot to odoo. click the "sync hubspot to odoo" checkbox in hubspot Instance page. The Records sync hubspot to odoo and hubspot Records is created into odoo.


3. Sync odoo to hubspot and hubspot to odoo both:

Sync a Records in hubspot to odoo and odoo to hubspot. click the "sync odoo to hubspot" and "sync hubspot to odoo" checkbox in hubspot Instance page. The Records sync hubspot to odoo and hubspot Records is created into odoo and hubspot.




4. Odoo-Hubspot Logs:

to maintain the integration behavior there is a module called "Hubspot Logger". Where you can see your integration health. Hubspot Logger will store all the integration activities from odoo to hubspot and hubspot to odoo. You can prepare the report and get your real time integration health of your system.

And Many More Surprises...

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A Powerful Integration App for Odoo and HubSpot

Odoo Hubspot Integration is an innovative integration app that bridges the gap between two industry-leading platforms, Odoo and HubSpot. With its advanced features and intuitive design, it empowers businesses to automate lead synchronization, establish a two-way data flow, facilitate real-time updates, streamline workflows, and eliminate the need for manual synchronization. By Odoo Hubspot Integration integrating these two powerful systems, Odoo Hubspot Integration offers unparalleled efficiency and productivity, allowing businesses to focus on what matters most—growing their customer base and driving revenue.

Installation

  1. Prerequisites
    • Python 3.7 or later
    • Odoo 15.0 or later
    • Sales Module, CRM Module, Invoicing Module
    • we need to create 8 additional fields into hubspot.
      1. Contacts :
        • odoo_id(Single-line text) (This field will contain odoo record id. it Must be Unique)
        • sync_odoo(Single checkbox) (This is the checkbox field and based on the selection integration will sync the record from hubspot to odoo)
      2. Companies :
        • odoo_id(Single-line text) (This field will contain odoo record id. it Must be Unique)
        • sync_odoo(Single checkbox) (This is the checkbox field and based on the selection integration will sync the record from hubspot to odoo)
      3. Deals :
        • odoo_id(Single-line text) (This field will contain odoo record id. it Must be Unique)
        • sync_odoo(Single checkbox) (This is the checkbox field and based on the selection integration will sync the record from hubspot to odoo)
      4. Products :
        • odoo_id(Single-line text) (This field will contain odoo record id. it Must be Unique)
        • sync_odoo(Single checkbox) (This is the checkbox field and based on the selection integration will sync the record from hubspot to odoo)
  2. Installation Steps
    Please find reference documents in the module.
    following two documents are there:
    1. Installation Guide(Installation_Guide.pdf)
    2. User Guide(User_guide.pdf)

Credits

Contributors

Author & Maintainer

This module is maintained by the echoBitz IT Solutions Pvt Ltd

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.

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