User Guide for Hubspot ERPNext CRM Connector

That HubSpot ERPNext CRM Connector helps businesses sync Contacts, Leads, Opportunities (Offers), and Products between ERPNext and HubSpot CRM.

You can purchase the HubSpot ERPNext CRM Connector directly from the Webkul Store. This connector eliminates manual data entry and keeps customer and sales data synchronized across both platforms.

With this HubSpot ERPNext CRM Integration, businesses can manage CRM operations from ERPNext while maintaining accurate records in HubSpot CRM.

This connector supports two-way sync, duplicate prevention, record mapping, and multiple HubSpot CRM account management.

The HubSpot ERPNext CRM Connector works in conjunction with the following modules:

ERPNext Multi CRM Base

You must install the modules mentioned above to use the HubSpot ERPNext CRM Connector.

1. Sync Contacts between ERPNext and HubSpot CRM.
2. Sync Leads between ERPNext and HubSpot CRM.
3. Opportunity (Offer) Synchronization between ERPNext and HubSpot CRM.
4. Product and Item Synchronization between ERPNext and HubSpot CRM.
5. Prevent duplicate Contacts using email matching.
6. Prevent duplicate Products using SKU matching.
7. Manage multiple HubSpot CRM accounts from ERPNext.
8. Maintain CRM entity mapping for synchronized records.
9. Update synced notes automatically.
10. Secure OAuth2 authentication with HubSpot CRM.

1. After purchasing the app from the Webkul store, you will receive a link to download the ZIP file of the module.
2. Extract the downloaded ZIP file, and you will see a folder named ‘erpnext_hubspot_crm_connector’.
3. Set up the module in your Git repository.
4. If the app is hosted on GitHub, fetch the app using the command:

bench get-app --branch main

● (Replace “main” with your branch name and replace “HTTPS URL” with your HTTPS clone
URL.)

5. Install the application on your site using the command:

bench --site <your-site_name> install-app erpnext_hubspot_crm_connector

6. Finally, run the “bench migration” command to complete the installation.

Configure Connector Type

Navigate to Multi CRM → Connector Type.

Create a new Connector Type for HubSpot CRM and enter the required API details.

Create a Connecting Account

Navigate to Connecting Account.

Create a new HubSpot CRM account by entering the details.

Connect HubSpot CRM

Click Save and Connect.

Authenticate your HubSpot CRM account and validate the connection.

Import Notes from HubSpot CRM

Import Contacts, Leads, Opportunities, and Products from HubSpot CRM to ERPNext.

Export Notes to HubSpot CRM

Export Contacts, Leads, Opportunities, and Products from ERPNext to HubSpot CRM.

View Authentication Log

Navigate to Authentication Log.

Review authentication events and connection status.

View Sync Log

Navigate to Sync Logs.

Review notes synced between ERPNext and HubSpot CRM.

Manage Entity Mappings

Navigate to Entity Type.

View the CRM entity mapping created between ERPNext and HubSpot CRM.

Step 1

Log in to your HubSpot Developer Account.

Click Create an old App.

Step 2

Enter app details such as public app name, app logo, and description.

Step 3

Copy the generated Client ID and Client Secret.

Use these credentials when creating a Connector Account.

Step 4

Configure application details and OAuth settings. Add the Redirect URL required for ERPNext authentication.

Step 5

Configure the required scopes

We hope this guide is useful for you! Please share your feedback in the comments below.

If you still have problems or questions, please create a ticket at the UV Desk.

I hope this helps. If you have further questions, contact us via our support email: [email protected]

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