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HubSpot/Pipedrive and Odoo: practical guides

4 guides on HubSpot/Pipedrive and Odoo (Odoo 17, 18, 19 and 20): step-by-step guides, error guides, versions and guides for sellers without an ERP. Every figure is checked in the source code or the linked source.

Step-by-step guides

HubSpot/Pipedrive Two-Way CRM Sync Lite: a setup checklist for OdooChecklist to set up HubSpot/Pipedrive Two-Way CRM Sync Lite in Odoo: which fields to fill in, the states each record shows and what to check in week one.

Error guides

HubSpot/Pipedrive Two-Way CRM Sync Lite errors: what each message meansEvery error message in HubSpot/Pipedrive Two-Way CRM Sync Lite for Odoo, with its exact text, when it appears and what to do to clear it.

Versions

How HubSpot/Pipedrive Two-Way CRM Sync Lite works inside OdooMenus, scheduled actions and queue of HubSpot/Pipedrive Two-Way CRM Sync Lite in Odoo: what is scheduled every minute, hour and day, and what each screen shows.

Guides for sellers without an ERP

You use HubSpot or Pipedrive but not Odoo yet: how to decide whether to connect themUsing HubSpot or Pipedrive but not Odoo yet? What you do by hand today, what the Two-Way CRM Sync Lite connector keeps aligned and where to start.