Odoo-hubspot Integration: the smart way to sync CRM& marketing data

Odoo-hubspot Integration: the smart way to sync CRM& marketing data

Accurate and real-time data is very crucial to ensure a great deal and drive growth. But modern businesses often face the nightmare of relying on disconnected systems. The results? Lost sales and interrupted business growth. However, to even get the solutions, many marketing and even sales teams use two different platforms: HubSpot and Odoo.  HubSpot is for all the marketing automations, and Odoo CRM is for all the sales handling sales.

But these separate systems often also lack bringing the best kind of results. There might be the best data silos, missed follow-ups and even incomplete reporting. Then what could be the solution? odoo-hubspot integrations. It is undoubtedly one of the best, smart and even the real-time sync between both kinds of systems. It also enables centralized customer management, proper campaign attribution and seamless team collaboration.

What is HubSpot, and how does it help?


HubSpot is mainly a CRM and innovative marketing automation for inbound marketing, sales, and service platforms. Additionally, it also helps businesses improve overall customer engagement, drive better sales and convert assured leads. According to the HubSpot data, convert assured leads.

Some of the key features of HubSpot include:

CRM

It also helps in deal tracking, proper contact management and the ideal sales pipeline visualisation. 

Marketing automation 

HubSpot helps in excellent email campaigns, which also lead to nurturing and ideal content management.

Sales tools

These help get proper quotes, forecasts and accurate call tracking. 

Customer service

The CRM platform helps in ticketing systems, customer feedback and ideal knowledge bases.

Integrations 

While providing safe integrations to even provide more than 1,000 third parties. The list also covers Slack, Zooms, Shopify and many more.

Analytics 

Similarly, it also supports comprehensive reporting on different marketing campaigns and sales performances. 

Mobile apps 

When accessing HubSpot's CRM on the go with its user-friendly mobile applications. HubSpot shows the best results when also integrated into an advanced and broader operational system, such as Odoo. It not only eliminates the chances of data silos but also provides an even enriching experience to the overall CRM workflows.

What is Odoo ERP, and why do businesses even use it?

With the "on-premises" offer, Odoo has so many users worldwide. The most installed business software globally is Odoo, an ERP software that also comes with many kinds of CRM capabilities. Its advanced application allows many manufacturing businesses to choose and implement only those kinds of features they need the most. However, there are different kinds of features present in Odoo, some of which are:

CRM

It helps you in contact management, which also includes lead tracking as well as opportunity management. 

ERP tools 

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

E-commerce 

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

Customizations 

Being an open-source platform, it also 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 always allow easy integrations with different kinds of third-party apps and all kinds of existing systems. 

Scalability

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

Workflow automation 

The CRM automates different business operations such as invoicing, inventory updates and purchase orders. While Odoo has excellence in the post-sales operations, it's also the best marketing features that are even 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 gaps between sales and marketing, HubSpot and Odoo ERP integrations provide numerous benefits. It also eventually assists in lots of its core business operations. This also seamless integration streamlines data accuracy, business processes, and improves efficiency. Additionally, the integrations enable the seamless flow of data. 

Allows the two-way synchronisation 

HubSpot and Odoo integrations mainly give access to two-way synchronisation. This also means that data can be synced in both directions. In addition, it also supports default field mapping, which also allows you to even set you up with the custom field mappings, proper schedules and up-to-date filters for all kinds of data sync. 

Life cycles stage mapping 

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

marketing campaign attributions 

Similarly, the integrations push all the parameters and the campaign data from the HubSpot forms into the Odoo CRM records. Campaign IDs are not even getting mapped into the Odoo marketing apps. It additionally supports fu;ll funnel performance tracking and is ideal for all the ROI measurement. 

centralised sync dashboard 

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

flexible field-level mapping 

Flexible field-level mapping of HubSpot and Odoo ERP allows users to even configure the best custom field connections without additional coding. It also supports HubSpot custom objects, making it a very scalable and deeply integrated solution. It is also specifically tailored for all the different marketing and CRM needs.

Who are these integrations for?

The Odoo HubSpot integrations are also ideal for those kinds of businesses that also want to use both platforms in all types of sales, inventory or even any kind of latest ERP operations. 

It is successfully designed for skilled and growth-focused teams who also want access to full funnel ROI tracking. It also means from lead generation to revenue management. 

Together these two platforms offer a very clear insight into all kinds of customer journeys. 

If you are an entrepreneur, a mid-sized farm, or even a large kind of enterprise with the proper kind of integrations of Odoo and HubSpot platforms, ensuring all kinds of seamless data flows, which also eliminates the silos chances, reducing the manual efforts and improving all the decision-making.

benefits of hubspots-odoo integration

When integrating HubSpot with Odoo also comes with lots of significant benefits for teams within a business. So by connecting with these kinds of two platforms, companies also get access to even the ultimate potential of both kinds of platforms, which also results in bringing in more precise and even advanced business operations.

For marketing teams:

For the business marketing teams, the proper integrations eliminate the chances of duplicate leads and inconsistent records. It allows proper data syncs between platforms, ensuring all correct details for contact lists. 

for sales teams 

These integrations' sales teams can also easily access different activities based on all the consumer behaviours. These also include email opens, form submissions, and even all kinds of website visits. 

for management teams 

The HubSpot-odoo integrations provide every data access required for all kinds of marketing and sales performance. It also enables proper ROI tracking and allows executives to make data-driven decisions using many kinds of centralized dashboards.

Why choose O2B technologies for Odoo-HubSpot integration?

Being an expert in performing many successful integrations across different diversified platforms, O2B Technologies is a very strong choice to even consider when it comes to combining the HubSpot and Odoo ecosystems. There are many different reasons to even hire them for your next Odoo HubSpot integrations partner:

Expertise in both platforms 

Having a specialisation in both the HubSpot integrations and Odoo CRM for the company ensures that it meets unique business needs. 

custom-built, scalable connector

With no one-size-fits-all approaches, the agency customises the connector based on your business needs, workflows and fields.

consultative approach

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

security & compliance first

Keeping all the data integrity and even security top priorities, they respect user roles, syncing the latest rules, and meeting the compliance frameworks.

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