November 29, 2017
Hubspot is the leader in developing products for inbound marketing and sales. It has integrated solution stack for CRM, marketing, and sales. Its vast feature packed offering makes it the heart and soul of any business across any scale, size, or industry. Its practical value extends beyond simple contact management. This way you gain incredible insight into your customers, prospects, and leads. With this insight you can craft deeper relationships with your customers at scale.
1 – The Hubspot Marketing hub provides all the resources, tools, and skills needed to manage and execute successful inbound marketing campaigns. This way you can provide an enhanced experience to your customers and make them interested in your business.
2 – The Hubspot Sales hub gives you a full suite of tools to boost your productivity, shorten deal cycles, and make your sales process more human-friendly — without adding to your workload. Your sales team can now book more meetings, engage better and close more deals, the smart way.
|Marketing Hub Features|
|Lead analytics dashboard||Lead flows|
|Collected forms||Contact activity|
|Contact management||Contact & company insights|
|Custom form fields||Blog & content creation tools|
|SEO & content strategy||Mobile optimization|
|Social media||Email marketing|
|Analytics dashboards||Standard SSL certificate|
|Goal-based nurturing||Marketing automation|
|Salesforce integration||Smart content|
|Attribution reporting||User roles|
|A/B testing||Custom revenue reporting|
|Custom event reporting||Custom event triggers|
|Predictive lead scoring||Contacts reporting|
|Company reporting||Event-based segmentation|
Manage your pipeline and speed up your sales team with the CRM
|Sales and CRM Hub Features|
|Gmail and Outlook integration||Contact management|
|Contact & company insights||Companies|
|Email scheduling||Email tracking & notifications|
|Multiple deal pipelines||Sales automation|
|Predictive lead scoring||Required fields|
|Products||Smart send times|
|Smart notifications||Salesforce integration|
Odoo Hubspot integration App acts as a bridge between the Hubspot suite of solutions and Odoo systems. This allows you to get the best of both worlds. Odoo CRM and Marketing Apps are limited as compared to the incredible features of Hubspot. By using our bridge, you can quickly connect both the systems. This way you can take customer relationship management to a whole new level of customer delight and improved productivity.
With this integration, the team need not worry about information in one software not appearing in another. The integration app facilitates a great synchronization experience between the two software’s so that both display the same information at any given time.
Odoo Hubspot Integration App Features
1 Sync Contact Information
2 Sync Company information
3 Sync Lead Information
The contacts and the companies created in Hubspot, get created in Odoo system as well and vice versa.
Contact Creation from Odoo to Hubspot:
Once, you create a contact in Odoo, it will be automatically synced in Hubspot.
The following fields related to contact are synced to Hubspot:
Any change in the contact fields are also updated to the contact in Hubspot.
Contact Creation from Hubspot to Odoo:
When a contact is created in Hubspot, it gets synced in Odoo.
A scheduler is triggered once a day configurable), after which the contact gets created.
Any change in the contact is updated to the corresponding contact in Odoo.
Assign Company to a contact in Odoo:
Assigning a company to a contact from Odoo will add the corresponding contact to that company in Hubspot as well.
Similarly, when a company is assigned from Hubspot to a contact, it gets reflected in the contact in Odoo after the scheduler is triggered.
Lead Creation from Hubspot to Odoo:
Assigning a Lifecycle Stage to a contact from Hubspot and it will add the corresponding opportunity lead in Odoo.
Note: The lead will be created only if the lifecycle stage is in Lead or Sales qualified Lead
To get API Key Go to Hubspot Integrations. You can see Integration option under the Profile menu. Once you open it you will see the the “Hubspot API Key” option. Click on that and select ‘View key’ button, down there you will see your API key.
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