Your sales in HubSpot, your back office in Odoo: one customer, up to date on both sides. Quotes, sales orders, invoices and payments flow with no re-keying.
The problem
When HubSpot and Odoo don't talk, every team works on its own version of the customer. The symptoms always come back.
The sales rep builds the offer in HubSpot, then sales admin rebuilds it in Odoo's Sales module to confirm it as a sales order. Every re-entry costs time and lets price, discount or quantity errors slip through.
Invoices, payments and deliveries stay in the Invoicing and Inventory modules. The sales rep chases a customer who hasn't paid, or promises a lead time without knowing the order is waiting in the warehouse.
Odoo's CRM and HubSpot each keep their own leads and partners. Records get duplicated, amounts drift apart, and the sales committee spends its meeting reconciling numbers.
Definition
Odoo is a modular business suite, available as a Community edition (open source) and an Enterprise edition. Companies adopt it module by module: Sales for quotes and sales orders, Invoicing for invoices and payments, Inventory for stock and deliveries, sometimes CRM. HubSpot carries prospecting, marketing and the sales pipeline.
The integration keeps the two in continuous dialogue: a partner created on one side exists on the other, a won deal becomes a sales order, a paid invoice shows up on the HubSpot record. Each team keeps its tool, everyone sees the same customer.
What flows
Here are the most common mappings between HubSpot and Odoo objects. The exact scope depends on your version, your edition (Community or Enterprise), your hosting and your subscription, which can determine access to the Odoo API.
| In HubSpot | In Odoo | Direction | When |
|---|---|---|---|
| Companies | Company-type partners (res.partner) | Both ways | On creation, then on every change |
| Contacts | Contacts linked to the partner | Both ways | On every change |
| Products | Items and price lists | Odoo → HubSpot | When an item or a price changes |
| Deals and quotes | Quotes and sales orders (Sales) | HubSpot → Odoo | When the deal reaches the agreed stage (quote accepted) |
| Deal status | Order confirmation and delivery (Inventory) | Odoo → HubSpot | On confirmation, then at shipping |
| Invoices | Invoices and credit notes (Invoicing) | Odoo → HubSpot | When the invoice is validated |
| Payment status | Payments and due dates | Odoo → HubSpot | On each payment or in batches, depending on your setup |
| Owners | Salespeople (Odoo users) | Both ways | When the account is assigned |
Which system is the reference? HubSpot for prospects, contacts and open deals; Odoo for invoiced customers, items, prices, stock, invoices and payments. If you also use Odoo's CRM, we decide at scoping whether it runs alongside HubSpot or makes way for it. This master data rule is set in writing, field by field.
Tell us about your current flows: we will tell you what can sync with your version of Odoo.
How to connect
Before continuous sync, there is often a historical data load: partners, items and past invoices, loaded once into HubSpot by export and import, middleware or API. After that, there are three ways to keep data flowing day to day.
The one to pick if a suitable one exists for your version of Odoo and your needs stay standard: partners, contacts, orders, invoices. It is quick to set up, with no development. Its limit: a fixed mapping that struggles with your custom fields, specific modules and business rules.
Data Sync, Make, Workato or a specialized middleware orchestrate the flows without heavy code. The right choice when your Odoo subscription opens API access and your data model is stable. Its limit: every scenario has to be configured, maintained and monitored.
A direct connection to the Odoo API, built for your rules: data transformation, custom objects, multi-company, a pace specific to each flow. Essential when the connector or the platform can no longer keep up. Its limit: it has to be designed around call limits and data volume, and it needs monitoring.
We recommend an option after auditing your flows, not before.
Use cases
The sales order is created in Odoo's Sales module, with the right partner, the right items and the negotiated discounts. Sales admin only has to confirm it.
The status comes up from Inventory to the HubSpot deal. The sales rep knows the customer has been delivered before calling them.
The payment status updates on the HubSpot record and the sales rep is notified. They follow up for the next order at the right time.
Open leads and opportunities are moved into HubSpot, then Odoo only receives won sales. One pipeline, one sales team.
Our method
Three phases, each covering processes, technology and people. A dedicated project manager stays with you from the first workshop to go-live, with a project committee and a steering committee.
Understand · Think
Three workshops, business, functional and technical, to map each flow module by module, with its source, direction and business rules. We compare several approaches and recommend one. Nothing gets built before your written sign-off.
Build · Build
Field-by-field mapping between Odoo and HubSpot, then configuration or development. A pilot runs on a real sample of partners, items and orders before cutover; a delta then catches up whatever was entered in the meantime.
Steer · Run
Go-live, team training, sync error monitoring and fixes. The integration then follows your changes: new fields, new modules, an Odoo version upgrade.
At delivery
Acceptance testing runs in three steps: we test and share the counts, you check a sample of records in a shared file, we fix the gaps and rerun the checks. The acceptance report is signed after that, not before.
Pitfalls to avoid
An Odoo integration rarely fails on the technology. It fails on rules nobody set. Here are the six points we lock down before writing a single line of code.
What clients say
“Everything is going well, very tight and organized, and they listen. A fast rollout.”
“Professionals who support us in our growth, by training us and giving us new digital tools that make us more productive.”
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Reviews translated from French
HubSpot Elite Partner
For 10+ years, we have connected HubSpot to companies' ERPs and back-office tools: Odoo, Sage, SAP, EBP, Pennylane. 800+ clients have trusted us with their CRM, and HubSpot has awarded us its highest partner tier.
Elite Partner and 4 accreditations
CRM implementation · Onboarding · Data migration · Architecture design
It depends on your version of Odoo, your edition (Community or Enterprise) and your hosting (Odoo Online, Odoo.sh or your own server). Connectors or apps exist for some setups; an integration platform can take over when your subscription opens API access; a custom integration is still possible in other cases. We check what your Odoo allows from the first conversation, then recommend the simplest approach that covers your flows.
The most common flows: partners and contacts, items and price lists, quotes and sales orders, deliveries, invoices and credit notes, payments, salespeople. The direction of each flow and the system of reference are set at scoping. Attachments, such as invoice PDFs, do not carry over by default: we decide together whether they should be loaded. If you need custom objects in HubSpot, an Enterprise license is required.
Both, depending on the flow. A new partner or an accepted quote can sync within minutes; payments and stock movements often come up in batches, every night or several times a day. The pace depends on your version of Odoo, your subscription, call limits and data volume. We choose it flow by flow, based on how your teams use it.
A few weeks for a standard scope (partners, items, orders, invoices), confirmed after scoping. A wider scope takes longer: specific modules, heavy transformation rules, data cleanup, several companies in Odoo or moving off Odoo's CRM. The schedule is set in the scoping document; it also depends on how available your leads are to approve each step.
An error must never go unnoticed. Every flow is logged: a rejected record (missing required field, unknown partner, duplicate) is flagged without blocking the others. An alert goes to the designated person, the error is fixed at the source, then the record is replayed. In the Run phase, we track these logs and fix recurring anomalies at the root.
Yes, and it is often the best idea. Many projects start with a single flow: for example, Odoo partners and invoices pushed into HubSpot, so sales reps can see the activity on their accounts. Quotes, sales orders and deliveries are added next, on the same foundation. Scoping plans this path so nothing has to be redone at step two.
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