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Hubspot Odoo Connector
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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.
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Features
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- 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'.
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Here create a hubspot config, add you config name and access token.
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Now for importing companies, goto companies tab, enable 'Import Company' and click Sync Comapny.
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After successfully imported companies you can see the log in Log History.
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You can see the list of imported companies in contacts. Here you can group by contacts with 'Hubspot Config'.
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Now for importing company, goto companies tab, enable 'Import Company' and click Sync company.
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After successfully imported companies you can see the log in Log History.
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You can see the list of imported companies in contacts. Here you can group by companies with 'Hubspot Config'.
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Here you can group by contacts with 'Hubspot Config'.
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Now for importing contacts, goto contacts tab, enable 'Import Contacts' and click Sync Contact.
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After successfully imported contacts you can see the log in Log History.
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You can see the list of imported Contacts in contacts. Here you can group by contacts with 'Hubspot Config'.
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Now in hubspot, you can see in 'NBA Company' its notes, task, meeting and emails.
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For importing task, goto task tab and enable 'Import Task' than click 'Sync Task'.
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After successfull importing a task you can see the log in 'Log History'.
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For importing notes, goto 'Notes' tab and enable 'Import Notes' than click 'Sync Notes'.
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After successfull importing a notes you can see the log in 'Log History'.
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For importing meeting, goto 'Meeting' tab and enable 'Import Meeting' than click 'Sync Meeting'.
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After successfull importing a Meeting you can see the log in 'Log History'.
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For importing emails, goto 'Emails' tab and enable 'Import Emails' than click 'Sync Emails'.
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After successfull importing a Emails you can see the log in 'Log History'.
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you can see the imported task, notes, emails and meeting in 'Meeting' smart buttons.
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This is notes, meeting, task and emails created in odoo.
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Goto to Hubspot configuration and export all of them one by one. You can see the log in log history.
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All notes, emails, task and meetings are exported successfully to hubspot.
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You can export mass contacts. Just select contacts list and goto action and click 'Export Hubspot Contact/Company'.
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Here in this wizard you have to select a hubspot config and click 'Export'.
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You can see the log in log history. Also you can export contacts here, Only make sure you define hubspot config in contacts.
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Contact exported from odoo.
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This is the deals in hubspot.
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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.
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Imported deals list in odoo opportunity. Also you can group by deals with 'hubspot config'.
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Deal's task, meeting, notes and emails.
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Hubspot deal's task, emails, notes and meeting are imported successfyully.
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You can define hubspot config in crm opportunities. And goto action and Click 'Export Hubspot Leads/opportunities'.
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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'.
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After that you have to select a hubspot config in this wizard, and click 'Export'.
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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.)
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This is the deals in hubspot.
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Goto 'My Account' in hubspot
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Now click on 'Setting Icon'.
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Here goto Account Setup --> Integration --> Private Apps, Here click on 'Create a Private App'.
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After created successfully, Just copy and paste this access token in hubspot odoo config.
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Version 18.0.1 | Released on : 7th October 2024
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at [email protected] to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.