Plan how HubSpot and Odoo should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.
Connect the Stacksync MCP server to your AI assistant, then ask for the sync in plain language. You only sign in; there is no code to write and no API key to paste.
1. Add the Stacksync MCP server
Server URL
https://mcp.stacksync.com/mcp
In Claude
Open Customize → Connectors, select + Add, then Add custom connector.
Name it Stacksync and enter https://mcp.stacksync.com/mcp.
Select Connect, sign in to Stacksync and choose your workspace.
In ChatGPT
Open Settings → Apps → Advanced settings and turn on Developer mode.
Select Create app, name it Stacksync, enter https://mcp.stacksync.com/mcp and choose OAuth.
Sign in to Stacksync, then enable Stacksync from the tools menu in a chat.
Record matchingUse a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Field ownershipKeep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
Record matchingRetain the invoice ID, issuer/legal entity, and original order reference; invoice numbers alone may overlap.
Field ownershipThe financial system owns posting and accounting treatment. A posted invoice may need a credit or adjustment process instead of an overwrite.
HubSpot recordDealDocumented record: SupportedBusiness process handoff
Record matchingLink the originating deal ID to a newly assigned order ID; do not reuse the deal ID as an order number.
Field ownershipDefine the approval event and the customer/product data required to create an order. A sales stage alone must not authorize every order.
These relationships do not establish connector availability. Review the required connection and record operations with Stacksync.
Record coverage to review
Use documented coverage where available. Catalog record types are starting points for review and do not confirm Stacksync support.
HubSpot
Read and write support varies by record
Record types covered in the setup guide
Record types
Coverage and requirements
Contact
Company
Deal
Line Item
Product
Ticket
Quote
Goal
Owner
Pipeline
Stages
Audit
Subscriptions
HubDB
Forms
Calls
Communications
Emails
Meetings
Notes
Post Mail
Tasks
Marketing Emails
Invoices
Attachments
Custom objects (all)
Associations
Users
Services
Listings
Courses
Appointments
Commerce Payments
Email Events
Property History
Supported. Confirm field permissions and sync direction.
Campaigns
Coming soon. Confirm field permissions and sync direction.
Feedback Submissions
Not supported. Confirm field permissions and sync direction.
Confirm Stacksync support and account requirements for undocumented connections. Interface information alone does not establish connector availability.
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Review setup, record relationships, testing, and recovery for your implementation.
Authentication, permissions and API limits
Connection requirements and limits
HubSpot
Integration interface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Record updates and association changes need separate validation. Association detection uses full scans unless Associations CDC Boost is configured for an eligible account.
Read access
Available for supported records
Write access
Available for supported records
Setup requirements
Have a HubSpot Super Admin authorize Stacksync through the account connection flow.
Include association tables when relationships between records are needed. Configure Associations CDC Boost separately when eligible.
Limitations to check
Custom objects require an eligible HubSpot plan. Custom id properties that collide with native record IDs are excluded from sync.
Associations CDC Boost requires setup and is unavailable on Free and Starter accounts; association timing can differ from ordinary records.
XML-RPC and JSON-RPC external API exposing the full ORM (search_read, create, write, unlink)
Authentication
Confirm the credentials, API plan, and permissions required for Odoo.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync
Setup requirements
Identify the Odoo account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Odoo, including read/write support, authentication, and initial-load limits.
Limitations to check
Confirm Stacksync support for Odoo and the record types your workflow needs.
Review write-back, deletion handling, update timing, and account limits with the integration team.
Prepare HubSpot and Odoo access
Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.
HubSpot setup checklist
Have a HubSpot Super Admin authorize Stacksync through the account connection flow.
Include association tables when relationships between records are needed. Configure Associations CDC Boost separately when eligible.
Identify the Odoo account, edition, environment, and business objects the integration must access.
Confirm a Stacksync connector or implementation path for Odoo, including read/write support, authentication, and initial-load limits.
Prepare to go live
Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.
Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.
Compare whether HubSpot Contact and Odoo Contacts (res.partner) describe the same contact in your business.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
HubSpot
Documented record · Supported
Odoo
Object support to establish
Record identity
Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key.
Field ownership
Keep consent and communication preferences under an agreed authority; a general contact update must not silently resubscribe someone.
Fields to include
Source person ID
Display name
Email address
Organization reference
Consent state
Record dependencies
Resolve the organization relationship and any owner or consent references required by the destination.
Validation
Test an email change, two records sharing an email, and a person associated with multiple organizations.
Recovery
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Ticket / Projects and Tasks (project.project / project.task)
Support-to-work-item handoff: HubSpot Ticket provides context for Odoo Projects and Tasks (project.project / project.task). These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
HubSpot
Documented record · Supported
Odoo
Object support to establish
Record identity
Retain separate ticket and task IDs with an explicit relationship; several tasks may resolve one ticket.
Field ownership
Choose which ticket conditions create a work item and which task outcomes may update the support case.
Fields to include
Source record reference
Destination record reference
Approved handoff state
Duplicate-detection key
Record dependencies
Resolve requester, organization, team, and status references before ticket updates.
Validation
Escalate the same ticket twice, close one of several tasks, and verify that private ticket content is not copied into a public work item.
Recovery
Check whether a reply or notification was already sent before replaying ticket actions.
Approved worker-to-account handoff: Odoo Employees (hr.employee) provides context for HubSpot Users. These are related records, not equivalent entities.
Planning example. Stacksync support for the required connection and record operations needs a technical review.
HubSpot
Documented record · Supported
Odoo
Object support to establish
Record identity
Link the employment/person identity to the directory tenant and user ID; support rehires without creating duplicate accounts.
Field ownership
HR effective dates and access-owner approval govern provisioning or deactivation; a record update alone is not an access authorization.
Fields to include
Source record reference
Destination record reference
Approved handoff state
Duplicate-detection key
Record dependencies
Resolve organization, position, manager, and effective-date context before dependent changes.
Validation
Test a future-dated joiner, a mover, and a leaver with protected-account exceptions before applying access changes.
Recovery
Reconcile effective dates before applying a delayed change; route ambiguous termination or access changes for review.
Choose a method around one example record and the update your business needs. Use Contact / Contacts (res.partner) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.
Stacksync managed sync
Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Use a stable person/contact ID and an explicit cross-system lookup. Email can change and can be shared, so treat it as a matching clue rather than a universal key. Verify field coverage, deletion handling, and how changes are detected.
Native vendor integration
Best fit
A vendor-built integration may fit if it supports your HubSpot and Odoo record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Contact / Contacts (res.partner), update direction, account tier, and related-record handling.
Custom API or workflow
Best fit
Consider explicit orchestration for the Deal / Sales Orders (sale.order) handoff.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.
File or scheduled snapshot
Best fit
Consider for a one-time HubSpot / Odoo migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.
Workflow scenarios and expected results
Contact sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Contact or Contacts (res.partner) record needs a defined result in the other system.
Start with HubSpot Contact and Odoo Contacts (res.partner). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the organization relationship and any owner or consent references required by the destination.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test an email change, two records sharing an email, and a person associated with multiple organizations.
If it fails: Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Customer invoice sync test
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Invoices or Invoices (account.move) record needs a defined result in the other system.
Start with HubSpot Invoices and Odoo Invoices (account.move). Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve the customer or supplier, account codes, tax, currency, and accounting period before posting.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.
If it fails: Determine whether a transaction posted before retrying. Follow the approved adjustment process for posted records.
Deal or opportunity process handoff
Planning example. Stacksync support for the required connection and record operations needs a technical review.
Starting event: A change to the selected Deal or Sales Orders (sale.order) record needs a defined result in the other system.
Start with HubSpot Deal and Odoo Sales Orders (sale.order). Use the record-matching and field-ownership rules from your mapping worksheet.
Map the customer and sales pipeline before the opportunity; map stage values deliberately.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.
Expected result: Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
If it fails: Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
Reconcile Odoo business records with HubSpot
This is an evaluation scenario; connector and operation support require confirmation.
Starting event: A finance-owned record in Odoo needs operational visibility through Contact or Company.
Select Contacts (res.partner) or Sales Orders (sale.order) with the correct legal entity, period, and currency.
Define a reporting relationship in HubSpot; do not equate customer records, ledger accounts, and posted transactions.
Decide whether the process only reports a financial state or requests an approved accounting action, and maintain a separate transaction ID for each action.
Expected result: Totals reconcile within the same entity/currency/window; a repeated handoff creates no duplicate financial transaction.
If it fails: Verify posting and settlement state before retrying. Use the approved adjustment path for already-posted transactions.
Initial load and acceptance testing
Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.
Contact / Contacts (res.partner)
Test case
Test an email change, two records sharing an email, and a person associated with multiple organizations.
Expected result
The expected contact relationship is preserved with no duplicate action or unintended write.
Invoices / Invoices (account.move)
Test case
Test a posted invoice, a partial payment, tax rounding, and a closed accounting period. Compare financial totals within the same entity and currency.
Expected result
The expected customer invoice relationship is preserved with no duplicate action or unintended write.
Deal / Sales Orders (sale.order)
Test case
Repeat the approved handoff and verify that it locates the existing order; test a reopened deal without silently cancelling fulfillment.
Expected result
The expected deal or opportunity relationship is preserved with no duplicate action or unintended write.
Invoices / Sales Orders (sale.order)
Test case
Test a partially invoiced order, tax rounding, and a repeated handoff without generating another invoice.
Expected result
The expected sales order relationship is preserved with no duplicate action or unintended write.
Direction and permissions
Test case
Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.
Expected result
Only an approved, supported direction and permitted fields are written.
Freshness and reconciliation
Test case
Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.
Expected result
The process meets its agreed freshness target and reconciliation has no unexplained differences.
Failed updates, retries and recovery
Start with the failed record and the destination error, then inspect the source value, field requirements, and access.
Rejected or repeated contact change
Investigate
Inspect HubSpot Contact and Odoo Contacts (res.partner), their IDs, and the destination error.
Next action
Hold ambiguous matches for review and reconcile the person ID before retrying; preserve the consent decision already recorded by its owner.
Rejected or repeated customer invoice change
Investigate
Inspect HubSpot Invoices and Odoo Invoices (account.move), their IDs, and the destination error.
Next action
Determine whether a transaction posted before retrying. Follow the approved adjustment process for posted records.
Rejected or repeated deal or opportunity change
Investigate
Inspect HubSpot Deal and Odoo Sales Orders (sale.order), their IDs, and the destination error.
Next action
Suspend downstream creation for a rejected deal and review whether an order already exists before retrying.
A record type or update is unavailable
Investigate
Check the HubSpot and Odoo connector guides, account permissions, and any operations marked On Request.
Next action
Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.
Source and destination disagree after a retry
Investigate
Compare current source values, destination validation, identity mappings, and any side effects already completed.
Next action
Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.
See how each system detects changes and which updates the other system can receive.
Each direction has its own permissions and record requirements.
HubSpot → Odoo Direction requires confirmation
Detect changesRecord updates and association changes need separate validation. Association detection uses full scans unless Associations CDC Boost is configured for an eligible account.
Apply updatesConfirm that Stacksync can create or update the records you need in Odoo.
Odoo → HubSpot Direction requires confirmation
Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.
Apply updatesConfirm that Stacksync can create or update the records you need in HubSpot.
Update timing and record limits
Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
Associations CDC Boost requires setup and is unavailable on Free and Starter accounts; association timing can differ from ordinary records.
Review write-back, deletion handling, update timing, and account limits with the integration team.
FAQ
HubSpot and Odoo integration FAQ
Explore a HubSpot and Odoo integration with a Stacksync engineer. Stacksync support for Odoo is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.
Confirm two-way support with Stacksync for the records and fields you need in both systems. Access to a vendor API does not confirm that its Stacksync connector supports write-back.
Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Have a HubSpot Super Admin authorize Stacksync through the account connection flow. Identify the Odoo account, edition, environment, and business objects the integration must access. Use the pair worksheet to record ownership and acceptance criteria.
Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.
Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.
Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.
Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.
Start by reviewing Contact in HubSpot and Contacts (res.partner) in Odoo. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.
Choose a method around one example record and the update your business needs. Use Contact / Contacts (res.partner) to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.