Odoo - HubSpot Integration

What is Odoo ERP, and Why Do Businesses Use It?

With the "On-premise" offer, Odoo has more than 5,000,000 users worldwide. As the most installed business software globally, the ERP software Odoo comes with many CRM capabilities. Its advanced application allows manufacturing businesses to choose and implement only those features they need the most. However, there are lots of key features present in Odoo, and some of those are: 

CRM

It helps in contact management, lead tracking, as well as in opportunity management  

ERP tools 

There are modules for accounting, inventory, and project management, as well as for manufacturing.   

E-commerce

 There are in-built tools for building and managing online stores.  

Customization

 Being an open-source platform, it allows the development of custom modules. It is the 9th most popular platform on the Entire Internet in the Open Source platform category.

Easy Integration

The platforms allow easy integration with different third-party apps and existing systems.  

Scalability

It even allows easy upgrading or degrading modules as business needs evolve.   

Workflow automation

The CRM automates different business operations such as invoicing, inventory updates, and purchase orders.  

But while Odoo has excellence in post-sale operations, its latest marketing features are limited. Thus, HubSpot is considered a better choice for ideal campaign management. That's why syncing both platforms can unlock the most profitable outcomes. 

Why Integrate HubSpot with Odoo ERP?

To bridge the gap between sales and marketing, HubSpot and Odoo ERP integration provide numerous benefits. It eventually assists in lots of core business operations. This seamless integration streamlines data accuracy, business processes, and improves efficiency. Additionally, the integration enables seamless flow of data. 

Allows Two-Way Synchronization

HubSpot and Odoo integration mainly give access to two-way synchronization. This means that data can be synced in both directions. In addition, it supports default field mapping, which allows you to set up custom field mappings, proper schedules, and up-to-date filters for data sync.

Lifecycle Stage Mapping

Lifecycle stage mapping bridges the gap between the HubSpot deal and Odoo opportunity stages. Therefore, it allows consistent tracking of the sales funnel. The integration also supports the collection of data. These include deal notes, traffic sources, and the flow of last touchpoints. On the other hand, HubSpot allows auto-assigning leads within the Odoo platform. 

Marketing Campaign Attribution

Similarly, the integration pushes all the UTM parameters and the campaign data from the HubSpot forms into the Odoo CRM records. Campaign IDs get mapped into the Odoo marketing apps. It additionally supports full-funnel performance tracking and ideal ROI measurement.

Centralized Sync Dashboard

On the other hand, the centralized sync dashboard in Odoo provides real-time visibility into sync activities. Additionally, both manual and scheduled sync options are available. Furthermore, it allows syncing the object type, date, or syncing direction to admins. 

Flexible Field-Level Mapping

Lastly, flexible field-level mapping of HubSpot and Oddo ERP allows users to configure the best custom field connections without additional coding. It even supports HubSpot custom objects, making it a scalable and deeply integrated solution. It is specifically tailored for diversified marketing and CRM needs.

Who Is This Integration For?

The Odoo–HubSpot integration is ideal for those businesses that want to use both platforms for sales, inventory, or the latest ERP operations. 

• It is successfully designed for skilled and growth-focused teams who want access to full-funnel ROI tracking. It means from lead generation to revenue management. 
• Together, these two platforms offer a clear insight into customers' journeys.
• If you are an entrepreneur, mid-sized farm or a large enterprise, proper integration of Odoo and HubSpot platforms ensure seamless data flow. Thus, it eliminates silos chances, reduces manual effort, and improves decision-making. 

Overall, it is a smart move for any organization for streamlining business sales and better marketing collaboration.

What Modules Are Supported in the Integration?

The Oddo - HubSpot connector supports a lot of models, allowing businesses to get access with complete synchronization: 

CRM Module

 CRM is one of the core modules, and it allows for managing strong customer relationships. 

Invoicing Module

 The integration synchronizes consumer invoices and all the related data. 

Contacts

The integration allows synchronization of proper contact information between different fields,   including custom fields. 

Companies

 Just like the contacts sync, companies can be synced two-way. 

Products

 Product information can also be synchronized easily between the two systems. These include syncing the correct product data between Odoo and HubSpot, which both support real-time operations. 

Quotes

 Quotes can be easily imported from HubSpot into Odoo.

How the Odoo - HubSpot Integration Works?

The Odoo–HubSpot Integration ensures high performance, greater security, and advanced flexibility. It even enables seamless communication that supports businesses in maintaining coordination between sales and marketing platforms. 

• This integration ensures data consistency. Additionally, it supports two-way synchronization between Odoo and HubSpot. Using this, businesses can easily map different fields and match them with different stages for a unified and satisfying customer journey. 
• On the other hand, UTM campaign tracking enables accurate attribution of leads.
• The connector similarly provides an intuitive admin dashboard. It features real-time sync logs and manual override options, offering better control

Security is another significant thing here. The integration not only provides OAuth2-secured API tokens but also allows role-based access control. It helps in configurable sync directions, besides ensuring only the right moves are made accordingly. 

Benefits of HubSpot–Odoo Integration

Integrating HubSpot with Odoo comes with lots of significant benefits for teams within a business. So, by connecting these two platforms, companies can get access to the ultimate potential of both platforms. This, as a result, brings more precise and advanced business operations.

For Marketing Teams:

For the business marketing teams, the proper integration eliminates the chances of duplicate leads and inconsistent records. It allows proper data sync between platforms, ensuring correct contact lists. Additionally, marketers gain clear visibility into different campaigns that drive ideal conversions. Similarly, with the synchronized custom fields, marketing teams can personalize their email campaigns and automate tailored messaging. 

For Sales Teams:

With this integration, sales teams can access different activities based on consumers' behaviors. These include email opens, form submissions, and even website visits. Hence, the team can prioritize leads more effectively by checking the engagement history. This ensures follow-up success because the approach aligns with buyers' intent.

For Management Teams:

The HubSpot-Odoo integration provides every data access required for marketing and sales performance. It enables proper ROI tracking and allows executives to make data-driven decisions using many centralized dashboards. Additionally, the team focuses on common goals to win over consumers, as well as creating stronger and cross-functional strategies.

The SuperOffice study showed that companies with strong sales and marketing alignment achieve almost 208% higher marketing revenue than previous strategies. That's exactly the need for this integration and the outcome that the integration can successfully deliver. 

Why Choose Silent Infotech for Odoo–HubSpot Integration?

Being an expert in performing many successful integrations across diversified platforms, Silent Infotech is a strong choice to consider when it comes to combining HubSpot and Odoo ecosystems. There are many valid reasons to hire them for your next Odoo-HubSpot integration partner: 

Expertise in Both Platforms

Having a specialization in both HubSpot integration and Odoo CRM, the company ensures that it meets unique business needs. 

Custom-Built, Scalable Connector

With no one-size-fits-all approach, the agency customizes the connector based on your business needs, workflow, and fields. 

Consultative approach

From ideal discovery to complete deployment, the experts work closely with the team to ensure a smooth transition and seamless integration.

Security & Compliance First

Keeping data integrity and security top priorities, they respect user roles, sync the latest rules, and meet compliance frameworks.

Final Thoughts

So, if your business wants to manage the marketing part in HubSpot and the business operations in Odoo, you are missing significant potential. Without proper integration, you might find silos, leads go untracked, and your business campaign ROI turns into guesswork.

It means it's time to have a solution. Yes, the Odoo–HubSpot integration can bring significant change here. By syncing all your data, automating workflows, and gaining greater visibility across different departments, you can access a smarter, faster, more unified journey that wins over your customers.