Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.

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Learn how to effortlessly integrate Webflow with HubSpot to streamline your marketing efforts and unlock powerful automation capabilities.

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Discover the benefits of integrating Canva with HubSpot and revolutionize your marketing collateral creation process with seamless automation.

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Explore how integrating Twitter with HubSpot can amplify your social media marketing efforts and drive engagement with your audience.

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Manage Instagram Direct Messages Directly in HubSpot. Trigger Workflows, Respond to DMs Faster. Only $100/Month.

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Learn how integrating Hotjar with HubSpot can help you gain valuable insights into user behavior and optimize your website for enhanced engagement and conversions.

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Discover how integrating Forminator with HubSpot can streamline form management and lead generation processes, empowering you to capture and nurture leads effectively.

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Learn how integrating Instapage with HubSpot can optimize your landing page performance and enhance conversion rates, driving growth and maximizing ROI.

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Explore the benefits of integrating Gong with HubSpot to gain actionable insights from customer interactions, enabling you to enhance sales effectiveness and drive revenue growth.

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John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Unified Business Management

Integrate Odoo with HubSpot to unify CRM and ERP capabilities. Sync customer data, automate workflows, and streamline business operations for improved efficiency and productivity.

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Seamless Lead-to-Customer Journey

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.

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Enhanced Marketing Automation

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.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Odoo Integration streamline business operations?

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.

Can I create a seamless lead-to-customer journey with the integration?

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.

Does the integration enhance marketing automation capabilities?

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.

How can I automate lead nurturing workflows within Odoo's CRM?

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.

Can I track opportunity status updates and deal closures within Odoo's ERP?

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.

Are there tools available to automate contact management within Odoo's CRM?

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.

How does the integration facilitate order processing and fulfillment within Odoo's ERP?

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.

Can I track invoice status updates and automate invoice-related communication within HubSpot's CRM?

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.

Are there tools available to analyze sales performance and deal trends within HubSpot's CRM?

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.

How can I leverage the HubSpot Odoo Integration to drive business growth and success?

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.
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.

Book a consultation call