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Apptivo + Odoo CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and Odoo CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best ways to Integrate Apptivo + Odoo CRM

  • Apptivo Odoo CRM

    Apptivo + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Apptivo Odoo CRM

    Apptivo + Odoo CRM

    Create Customer to Odoo CRM from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Odoo CRM Create Customer
  • Apptivo Odoo CRM

    Apptivo + Odoo CRM

    Update Customer in Odoo CRM when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    Odoo CRM Update Customer
  • Apptivo Odoo CRM

    Apptivo + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Apptivo Odoo CRM

    Apptivo + Odoo CRM

    Create Customer to Odoo CRM from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    Odoo CRM Create Customer
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

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

It's easy to connect Apptivo + Odoo CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Apptivo & Odoo CRM Integrations Work

  1. Step 1: Choose Apptivo 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 CRM 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 Apptivo to Odoo CRM.

    (2 minutes)

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

Integration of Apptivo and Odoo CRM

The purpose of this article is to compare and contrast two CRM systems – Apptivo and Odoo.

Apptivo

Apptivo is a modern cloud-based customer relationship management (CRM. application for small businesses, startups, and independent professionals to manage their marketing and sales. Its main features are helping users to find, connect, and engage contacts, as well as to manage their sales processes and reporting.

Apptivo is provided via a Software as a Service (SaaS. delivery model. It offers several pricing plans to suit different companies’ needs. Users can choose between the Standard, Professional and Premium packages. The Standard plan includes basic CRM features like contact management, task management and email marketing, whereas the Professional plan adds sales pipeline management, lead tracking, project management, appointment scheduling, etc. The Premium plan provides access to advanced features such as sales performance metrics, social media monitoring and reporting, etc.

Odoo CRM

Odoo is an all-inclusive platform that enables organizations to automate various business processes. This open source software company was founded in 2009 in Barcelona by CEO Julien Danjou and CMO Olivier Bernard. Since then it has grown into a global software company, with offices in France, Spain, Germany and the US. Odoo’s flagship product is Odoo Enterprise Edition (EE), which helps companies run their entire operations – from marketing and sales to manufacturing, accounting and e-commerce.

Unlike Apptivo, Odoo is offered as on-premises software via a perpetual license model. The license includes all updates released during the lifetime of the product. User Training is included in this price.

Integration of Apptivo and Odoo CRM

Integrating Apptivo with Odoo – or vice versa – allows users to share contacts between the two platforms; it also creates opportunities for more efficient cplaboration between team members working with both platforms. For example, if you have an ‘account executive’ who uses both Apptivo and Odoo to interact with your customers, instead of managing separate contacts on each platform, the ‘account executive’ can add those contacts to a single unified list on both platforms. This makes it easier for salespeople to share information about leads they are working on with other team members who will be invpved in closing a sale.

Benefits of Integration of Apptivo and Odoo CRM

Integration between Apptivo and Odoo enables users to share contacts between the two platforms; it also creates opportunities for more efficient cplaboration between team members working with both platforms. This integration also brings a number of benefits including:

Improving efficiency. When you integrate Apptivo and Odoo CRM platforms, you can create a single unified list of contacts that team members working with both platforms can access from either app.

When you integrate Apptivo and Odoo CRM platforms, you can create a single unified list of contacts that team members working with both platforms can access from either app. Better productivity. Team members can easily cplaborate on a customer file by sharing their comments and suggestions through their preferred communication channel at any time and with anyone else who may need access.

Team members can easily cplaborate on a customer file by sharing their comments and suggestions through their preferred communication channel at any time and with anyone else who may need access. Increased visibility. When you integrate Apptivo with Odoo CRM platforms, team members can see which customer files other team members are working on so they can make sure they don’t duplicate efforts or miss important details.

When you integrate Apptivo with Odoo CRM platforms, team members can see which customer files other team members are working on so they can make sure they don’t duplicate efforts or miss important details. More organized. You can organize the information that’s most relevant for salespeople in one place without having to worry about losing a link or connection to other files that may be important for others to access.

The process to integrate Apptivo and Odoo CRM 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.