HubSpot Two-Way CRM Bridge

Name: HubSpot Two-Way CRM Bridge
Brand: ECOSIRE
SKU: hubspot-crm-bridge

الميزات الرئيسية

Two-way contact sync: HubSpot contacts ↔ Odoo res.partner (individuals), with stable external-ID matching to prevent duplicates on either side.

Two-way company sync: HubSpot companies ↔ Odoo res.partner (companies), including parent/child relationships and contact-to-company association.

Two-way deal sync: HubSpot deals ↔ Odoo crm.lead/opportunity records, keeping amount, close date, owner and status aligned.

Configurable field mapping UI: map any HubSpot property to any Odoo field (standard or custom studio field) per object, stored in a dedicated mapping model — no code edits to re-map.

Pipeline & stage mapping: map HubSpot pipeline stages to Odoo crm.stage records so deal progression stays consistent in both directions.

Conflict-resolution rules: choose HubSpot-wins, Odoo-wins, most-recently-modified-wins, or field-level precedence when the same record changed on both systems.

Cron-driven near-real-time sync: an ir.cron scheduled action polls deltas on a configurable interval (e.g. every 5 minutes); optional inbound HubSpot webhook endpoint for faster push where available.

Initial bulk import/export: one-time migration to backfill existing HubSpot records into Odoo (or the reverse) with dry-run preview and batch throttling to respect HubSpot API rate limits.

Sync dashboard with charts: OWL/QWeb dashboard showing records synced, direction, backlog, error rate and last-run time, backed by a sync-log model.

Per-record sync log & audit trail: every create/update/skip/error is written to a log model with the external ID, direction, payload diff and timestamp for full traceability.

Selective sync filters: domain-based include/exclude rules (e.g. only sync HubSpot contacts with a given lifecycle stage, or only Odoo partners in a specific company/team).

Owner & user mapping: map HubSpot owners to Odoo res.users so salesperson assignment carries across, with a safe fallback owner.

Automatic retry & error handling: failed API calls are retried with backoff and surfaced on the dashboard; a poisoned record never blocks the whole batch.

Security-scoped access: ir.model.access.csv plus record rules restrict who can view the mapping config, trigger a manual sync, or read the sync log.

Odoo 17 / 18 / 19 compatible, Community and Enterprise, with credentials stored via encrypted system parameters rather than hard-coded keys.

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عن هذا المنتج

Running HubSpot and Odoo side by side means your sales team lives in one system and your finance, inventory and delivery teams live in the other — and the two never agree on who the customer is. The HubSpot Two-Way CRM Bridge is a build-to-order Odoo module that ECOSIRE designs, builds, installs and supports for you: a bidirectional connector that keeps HubSpot contacts, companies and deals in continuous agreement with Odoo's res.partner and crm.lead records, so a change in either system propagates to the other automatically.

This is not an off-the-shelf apps.odoo.com download and there is no instant zip. After purchase, our Odoo engineers scope your exact HubSpot property model, pipeline structure and Odoo configuration, then deliver a production module tailored to it. Under the hood it is a clean Odoo add-on: a proper __manifest__.py declaring dependencies on crm and contacts, new models extending models.Model for mapping and sync-log tables, secured with ir.model.access.csv plus record rules, driven by ir.cron automated actions, and talking to HubSpot's REST API on one side and Odoo's own ORM (with optional XML-RPC/JSON-RPC exposure) on the other.

We handle the hard parts that make a two-way sync trustworthy: stable external-ID matching so records are never duplicated, a configurable conflict-resolution strategy for when the same field changes on both sides, HubSpot-pipeline-to-Odoo-stage mapping so a deal moving stages in HubSpot moves the right crm.lead stage in Odoo, and a sync dashboard with QWeb/OWL charts so your admins can see throughput, backlog and errors at a glance. The module targets Odoo 17, 18 and 19 and works on both Community and Enterprise. You keep full source code and a support window; nothing is a black box.

ما تحصل عليه

Complete, installable Odoo module (source code) with __manifest__.py, models, views, security files and cron definitions — yours to keep, deployable on your own server or Odoo.sh.

Discovery & mapping workshop: a working session to capture your HubSpot property model, pipelines and Odoo configuration, delivered as a written field-mapping specification you sign off on.

Configured and tested installation on your Odoo 17/18/19 instance (or a staging copy first), including HubSpot API connection, cron schedule and conflict rules pre-set to your agreed strategy.

One-time historical import: initial backfill of existing HubSpot ↔ Odoo records executed with a dry-run report before the live run.

Admin & end-user documentation: how to re-map fields, adjust sync intervals, read the dashboard, and interpret the sync log.

Live training session (recorded) for your admins and sales ops team on operating and monitoring the bridge.

A defined post-go-live support & bug-fix window with a named point of contact, plus a compatibility guarantee for your pinned Odoo version.

Source-controlled handover (Git repository access) and a short runbook for future upgrades across Odoo minor versions.

لمن هذا

HubSpot-to-Odoo migrator

A company moving its ERP and back office onto Odoo while keeping HubSpot for a transition period. They need existing contacts, companies and deals in Odoo now, and continuous parity until the cut-over so no lead falls through the cracks mid-migration.

Dual-stack sales & operations leader

A business whose sales team is committed to HubSpot's marketing and pipeline tools but whose quoting, invoicing, inventory and delivery run in Odoo. They want one customer truth across both without asking reps to double-enter data.

RevOps / CRM administrator

The person accountable for data hygiene and reporting across systems. They need a mapping and conflict-rule layer they can adjust themselves, an audit log to prove records are consistent, and a dashboard to catch sync failures before sales does.

Odoo partner or in-house IT team

A technical team supporting an Odoo deployment who wants a properly-architected, source-available connector (clean models, cron, security rules) they can read, extend and maintain — rather than a rigid closed SaaS middleware subscription.

كيف يقارن HubSpot Two-Way CRM Bridge.

المعيار	ECOSIRE	بناء مخصص	منافس
Two-way contact/company/deal sync out of the box	Built and tuned to your exact HubSpot properties and Odoo fields	Achievable but you design and build the whole sync engine yourself	Often one-way or limited to contacts; deal/pipeline sync varies
Configurable field mapping & conflict rules	Admin-editable mapping model plus HubSpot/Odoo/most-recent/field-level conflict strategies	Only if you explicitly build a mapping layer — usually hard-coded first	Fixed or shallow mapping; conflict handling often absent
Pipeline / stage mapping	HubSpot pipelines mapped to Odoo crm.stage in both directions	Possible but must be modelled and maintained by you	Sometimes supported, often rigid to a single pipeline
Sync dashboard, logs & audit trail	OWL/QWeb dashboard plus per-record sync-log model with payload diffs	Only if you build monitoring; commonly skipped under time pressure	Basic status page at best; full audit trail rare
Source code ownership & extensibility	Full source handed over via Git — read, extend, self-host	You own it, but also own all the design, edge cases and upkeep	Usually closed SaaS middleware on a recurring subscription
Fit to your Odoo version (17/18/19, CE/EE)	Built against your exact running version and edition	Depends entirely on your team's Odoo expertise	Version support depends on the vendor's release cadence
Time and risk to production	2–4 weeks, tested and installed, with dry-run import and a support window	Unpredictable — weeks to months plus ongoing maintenance burden	Fast to install but slow to bend to non-standard needs

الأسئلة المتداولة حول HubSpot Two-Way CRM Bridge

How long until the module is delivered, and is this an instant download?

This is a build-to-order module — not an instant download from apps.odoo.com. After purchase we run a short discovery workshop to capture your HubSpot properties, pipelines and Odoo setup, then build, test and install the connector. Typical delivery is 2 to 4 weeks depending on how many custom fields and pipeline stages need mapping and on the size of your historical data for the initial import. You'll get a firm timeline after the discovery call.

What ongoing support and updates are included?

Every build ships with a defined post-go-live support and bug-fix window and a named point of contact. Within that window we fix defects, adjust mappings as your HubSpot or Odoo config evolves, and keep the module compatible with your pinned Odoo version (17, 18 or 19). Because you receive the full source code, you're never locked in — and we offer optional extended support and version-upgrade retainers when the window ends.

Which Odoo versions and editions does it work with?

The bridge is built for Odoo 17, 18 and 19, on both Community and Enterprise. We target your exact running version so the models, views and cron definitions match its API. It depends on Odoo's core crm and contacts modules and does not require any paid Odoo app; HubSpot's API tier requirements depend on the objects you sync, which we confirm during discovery.

How does it avoid creating duplicate contacts or deals?

Matching is done on stable external IDs, not on names or emails alone. Each Odoo record stores its HubSpot object ID (and vice-versa) so updates always find the same counterpart instead of creating a new one. For the initial import we run a dry-run that reports likely matches and duplicates for your review before anything is written, and you can add matching keys (such as email or VAT) during mapping.

What happens when the same record is edited in both HubSpot and Odoo at once?

That's the conflict case, and it's configurable. You choose a strategy per object: HubSpot-wins, Odoo-wins, most-recently-modified-wins, or field-level precedence (for example, deal amount always comes from Odoo but lifecycle stage always comes from HubSpot). Every resolution is written to the sync log with the before/after values, so nothing is silently overwritten without an audit trail.

Is the sync real-time, and how is it triggered?

It's near-real-time via an Odoo scheduled action (ir.cron) that polls changes on an interval you set — commonly every 5 minutes. Where your HubSpot plan supports it, we can also wire an inbound webhook endpoint so HubSpot pushes changes for faster propagation. You can additionally trigger a manual sync from the dashboard at any time.

Can I change the field mapping myself later without a developer?

Yes. Mappings live in a dedicated configuration model with an admin UI, so authorised users can re-map HubSpot properties to Odoo fields, adjust pipeline-to-stage mapping, and change conflict rules without editing code. We document this in the handover and cover it in training; for deeper structural changes our support window has you covered.