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Integrate Agile CRM with Odoo ERP Self Hosted

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and Odoo ERP Self Hosted

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Odoo ERP Self Hosted Integrations

Best ways to Integrate Agile CRM + Odoo ERP Self Hosted

  • Agile CRM Integration Odoo ERP Self Hosted Integration

    Agile CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Note
  • Agile CRM Integration Odoo ERP Self Hosted Integration

    Agile CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Project Task
  • Agile CRM Integration Odoo ERP Self Hosted Integration

    Agile CRM + Odoo ERP Self Hosted

    Create Blog Post to Odoo ERP Self Hosted from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Blog Post
  • Agile CRM Integration Odoo ERP Self Hosted Integration

    Agile CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Note
  • Agile CRM Integration Odoo ERP Self Hosted Integration

    Agile CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Project Task
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + Odoo ERP Self Hosted in easier way

It's easy to connect Agile CRM + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Odoo ERP Self Hosted.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and Odoo ERP Self Hosted

Agile CRM and Odoo ERP Self Hosted are both CRM software which help small businesses to manage their customer relationship. Both of the applications allow you to manage leads, projects, contacts, tasks and messages.

What is Agile CRM?

Agile CRM is a Customer Relationship Management (CRM. application which is used to manage your customer information. It makes it easy to send emails, manage appointments and track quotes. By using this system you can easily track the sales process of your business. The main features of this system are:With this feature you can organize messages, tasks and contacts in a single place. You can send messages to customers via email, text messaging or social media. This feature also allows you to assign tasks to your team members.With this feature you can create and respond to appointment requests from your customers. With this feature you can monitor when an appointment has been confirmed and updated.You can create quotes and invoices on the fly by using this feature. With this feature you can track the status of each quote or invoice you have sent to your customers.

Integration of Agile CRM and Odoo ERP Self Hosted

If you want to integrate Agile CRM with Odoo ERP Self Hosted then here is a step by step guide for you. First go to your Odoo installation directory and open the file config/server/local.py in any text editor. Then find the line. user = User(self. Replace self with your instance name. And under that line add the fplowing code. user.crm_session = AgileCRMSession(user. Then save the file and restart your Odoo server.After your Odoo server is restarted go to admin/modules/crmsession/add. Enter the fplowing details. Application Name. AgileCRMSession Application Key. xxxxxxxxxxxxxx Client Data. api_key='{api key here}' Save the module and go back to admin/settings/crmsession . Select AgileCRMSession and go to Configuration tab. There check the Enable box for API Endpoint and enter the fplowing URL http://your-web-app-url/api/1/default/?rest_format=json . Click Save. The next thing is that you need to enable the Agile plugin. For this go to Extensions->Plugins and click install for the Agile plugin. That's all you need to do for integrating Agile CRM with Odoo ERP Self Hosted. Now you can track your contacts, tasks and appointments with both Agile CRM and Odoo ERP Self Hosted.Benefits of Integration of Agile CRM and Odoo ERP Self Hosted

By integrating Agile CRM with Odoo ERP Self Hosted you can enjoy the fplowing benefits:You can export your contacts from Agile CRM into Odoo ERP Self Hosted. By exporting contacts into Odoo ERP Self Hosted you will get more contact information on each contact like phone number, website address, etc.By integrating Agile CRM with Odoo ERP Self Hosted you can easily manage appointments between two parties.You can use one CRM for managing all of your customers instead of using separate CRMs for different customers.

The process to integrate Agile CRM and Odoo ERP Self Hosted may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.