HubSpot CRM + Odoo ERP Self Hosted Integrations
Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Odoo ERP Self Hosted
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Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
About Odoo ERP Self Hosted
Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
Odoo ERP Self Hosted IntegrationsBest ways to Integrate HubSpot CRM + Odoo ERP Self Hosted
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HubSpot CRM + Odoo ERP Self Hosted
Create Note to Odoo ERP Self Hosted from New Deal in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Create Note
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HubSpot CRM + Odoo ERP Self Hosted
Create Project Task to Odoo ERP Self Hosted from New Deal in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Create Project Task
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HubSpot CRM + Odoo ERP Self Hosted
Create Blog Post to Odoo ERP Self Hosted from New Deal in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Create Blog Post
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HubSpot CRM + Odoo ERP Self Hosted
Create Note to Odoo ERP Self Hosted from New Contact Property Change in HubSpot CRM Read More...When this happens...
New Contact Property Change
Then do this...
Create Note
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HubSpot CRM + Odoo ERP Self Hosted
Create Project Task to Odoo ERP Self Hosted from New Contact Property Change in HubSpot CRM Read More...When this happens...
New Contact Property Change
Then do this...
Create Project Task
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect HubSpot CRM + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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New Contact Property Change
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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New Expense
Triggers when you add a new expense. You will need to have the Expense module installed.
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New Invoice
Triggers when you add a new invoice. You will need to have the Invoice module installed.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New Ticket
Triggers when you add a new ticket.You need to install the helpdesk module.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Create Blog Post
Create a blog post
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
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Update Ticket
Update a existing Ticket
How HubSpot CRM & Odoo ERP Self Hosted Integrations Work
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Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot CRM to Odoo ERP Self Hosted.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of HubSpot CRM and Odoo ERP Self Hosted
HubSpot CRM?
HubSpot CRM is a customer relationship management system with in-depth features. It is a platform that supports marketing, sales and service in an organization. It is a multi-channel software application offered by HubSpot. It is a cloud-based CRM system that allows users to access it on any device that has an internet connection. The system makes use of APIs or application programming interfaces to communicate between different applications. It is easy to integrate it with other non-HubSpot apps like Odoo ERP Self Hosted.
Odoo ERP Self Hosted is a web-based business software that can be accessed from anywhere, at any time. It has several modules for different departments in an organization. It has features like accounting, CRM, project management, eCommerce, warehouse management, manufacturing, and human resource management. These modules are integrated into the CRM module. It has a good customer base and is compatible with most operating systems. It can also be integrated with other business applications like HubSpot CRM.
The integration of these two applications can make your organization run more efficiently. HubSpot CRM will help you streamline your lead generation so your sales team can focus on closing deals while Odoo ERP Self Hosted will help your organization manage its inventory and other operations. Here is how these two applications integrate:
CRM integration. The CRM integration will enable you to get information about leads generated from HubSpot and then update them on other CRM. This will allow you to track the response time of your sales team on each lead. This also tracks the information shared by customers during the sales campaign. You will always know what materials have been sent to the client and what needs to be done next.
Inventory integration. Inventory integration allows you to link your inventory data with HubSpot CRM. This makes tracking of your inventory easier than ever before. You can check which products are selling more or less in the market. You can also plan ahead for shipments and make sure they reach their destinations on time. This will also help you ship products faster and lower your costs because you won’t be dealing with out-of-stock products anymore.
Service integration. When using the Odoo ERP Self Hosted, you can set up customer service tickets for your customers so support staff can track issues in one place. With the integration of these apps, you can easily link support tickets with leads in HubSpot CRM. This saves your time as well as customers’ time. They don’t have to fill in forms manually again and again.
HubSpot CRM is made up of various modules like marketing automation, visitor tracking, lead management, website visitor tracking, reporting etc., that are all designed to work together to provide increased value to your business. The key benefits include:
The process to integrate HubSpot CRM and Microsoft To-Do may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
