HubSpot Odoo Integration

Connect Odoo with HubSpot

Fully Secure Integration

Scalable & Fast

Support Included

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Examples of Integration Workflow Triggers and Actions

New Lead Created

Triggered when a new lead is created in HubSpot. Use this to sync lead data with Odoo, create lead records, and automate lead nurturing workflows within Odoo's CRM.

Lead Status Updated

Activated when the status of a lead is updated in HubSpot. Use this to sync lead status changes with Odoo, update lead records, and trigger notifications or workflows based on lead status updates.

New Opportunity Created

Triggered when a new opportunity is created in HubSpot. Use this to sync opportunity data with Odoo, create opportunity records, and automate opportunity management workflows within Odoo's CRM.

Opportunity Status Updated

Activated when the status of an opportunity is updated in HubSpot. Use this to sync opportunity status changes with Odoo, update opportunity records, and trigger notifications or workflows based on opportunity status updates.

New Deal Closed-Won

Triggered when a new deal is marked as closed-won in HubSpot. Use this to sync deal data with Odoo, update deal records, and automate order processing or fulfillment workflows within Odoo's ERP.

Deal Amount Exceeds Threshold

Activated when the amount of a deal exceeds a specified threshold in HubSpot. Use this to track high-value deals, analyze sales performance, and automate actions or notifications based on deal amount criteria.

New Contact Created

Triggered when a new contact is created in HubSpot. Use this to sync contact data with Odoo, create contact records, and automate contact management workflows within Odoo's CRM.

Contact Updated

Activated when a contact is updated in HubSpot. Use this to sync contact updates with Odoo, ensure data consistency, and trigger actions or workflows based on contact updates.

New Invoice Created

Triggered when a new invoice is created in Odoo. Use this to sync invoice data with HubSpot, create invoice records, and automate invoice-related communication or notifications within HubSpot's CRM.

Invoice Status Updated

Activated when the status of an invoice is updated in Odoo. Use this to sync invoice status changes with HubSpot, update invoice records, and trigger actions or workflows based on invoice status updates.

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Frequently Asked Questions

The integration streamlines business operations by unifying CRM and ERP capabilities. Sync customer data, automate workflows, and streamline processes for improved efficiency and productivity across the organization.
Yes, you can. Leverage HubSpot's CRM functionalities and Odoo's ERP features to create a seamless lead-to-customer journey. Capture leads, track opportunities, and manage orders seamlessly for enhanced sales effectiveness.
Absolutely. Combine HubSpot's marketing automation tools with Odoo's CRM data to enhance marketing effectiveness. Segment contacts, personalize campaigns, and track customer interactions for targeted marketing strategies and improved ROI.
You can automate lead nurturing workflows within Odoo's CRM by syncing lead data from HubSpot, creating lead records, and initiating automated follow-up actions or notifications based on lead behavior and status.
Yes, you can. Sync opportunity data from HubSpot to Odoo, track opportunity status updates, and manage deal closures seamlessly within Odoo's ERP. Streamline sales processes and optimize deal management for improved sales performance.
Yes, tools are available to automate contact management workflows within Odoo's CRM. Sync contact data from HubSpot, create contact records, and automate actions or notifications based on contact updates or interactions.
The integration facilitates order processing and fulfillment within Odoo's ERP by syncing deal data from HubSpot, creating deal records, and automating order management workflows. Streamline order processing, improve accuracy, and enhance customer satisfaction.
Yes, you can. Sync invoice data from Odoo to HubSpot, track invoice status updates, and automate actions or notifications based on invoice status changes. Enhance invoice management and streamline communication with customers for efficient billing processes.
Absolutely. Utilize HubSpot's reporting and analytics tools to analyze sales performance, track deal trends, and gain insights into customer behavior and preferences. Make data-driven decisions and optimize sales strategies for improved results.
You can leverage the integration to drive business growth and success by streamlining operations, improving customer engagement, and optimizing sales and marketing strategies. Enhance collaboration across teams, streamline processes, and focus on delivering exceptional customer experiences for sustained business growth.