?>

Appy Pie Chatbot + Odoo CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Appy Pie Chatbot

Appy Pie Chatbot is a powerful and easy-to-use no-code chatbot builder. It helps you make your own chatbots for your business with minimum effort.

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
Odoo CRM Alternatives

Looking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives

  • Airtable Airtable
  • Odoo ERP Self Hosted Odoo ERP Self Hosted

Best ways to Integrate Appy Pie Chatbot + Odoo CRM

  • Appy Pie Chatbot Odoo CRM

    Appy Pie Chatbot + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chat
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Appy Pie Chatbot Odoo CRM

    Appy Pie Chatbot + Odoo CRM

    Create Customer to Odoo CRM from New Chat in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chat
     
    Then do this...
    Odoo CRM Create Customer
  • Appy Pie Chatbot Odoo CRM

    Appy Pie Chatbot + Odoo CRM

    Update Customer in Odoo CRM when New Chat is created in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chat
     
    Then do this...
    Odoo CRM Update Customer
  • Appy Pie Chatbot Odoo CRM

    Appy Pie Chatbot + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Chats Data in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chats Data
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Appy Pie Chatbot Odoo CRM

    Appy Pie Chatbot + Odoo CRM

    Create Customer to Odoo CRM from New Chats Data in Chatbot Read More...
    Close
    When this happens...
    Appy Pie Chatbot New Chats Data
     
    Then do this...
    Odoo CRM Create Customer
  • Appy Pie Chatbot {{item.actionAppName}}

    Appy Pie Chatbot + {{item.actionAppName}}

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

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

    Triggers
  • New Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Appy Pie Chatbot & Odoo CRM Integrations Work

  1. Step 1: Choose Appy Pie Chatbot 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 Appy Pie Chatbot to Odoo CRM.

    (2 minutes)

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

Integration of Appy Pie Chatbot and Odoo CRM

In today’s world, there are several applications that help people to manage the business efficiently. Some of these applications include the CRM application, the SMS application, and many more. These applications help businesses to maintain a healthy customer relationship. It is important for every business to understand that customer relationship management plays an important rpe in order to achieve success in the market. There are several companies that provide customer relationship management sputions like Appy Pie Chatbot, Odoo CRM, Freshdesk and more.

Appy Pie Chatbot helps individuals to integrate different applications with each other. This way, people can have a better experience with the business application. If you want to integrate your business application with Appy Pie Chatbot, then you should consider Odoo CRM. Odoo CRM helps you to manage the customer relationship. It also helps you to get all the information about your customers and it also helps you in order to make the business process smoother. This way, you will be able to enjoy a hassle-free business life. People can use this service for free of cost by investing in a premium account. The premium account comes at a cost of $20 per month. There are various features that you will get with a premium account like:

You will get the Odoo Community version which delivers the full set of features and benefits delivered by Odoo Enterprise Edition

There are no fixed costs

You will receive a full support from the Odoo support team

You will have access to the latest version of Odoo

The setup is easy to perform

It has a dedicated Odoo website

For effective communication, Odoo has prepared a detailed guide on how to install Odoo CRM with Appy Pie Chatbot. This document is available in HTML as well as PDF format. For more help and information, go through the fplowing link. https://help.appy.io/docs/integrations/crm.html#integration-with-odoo-crm

You can integrate Appy Pie Chatbot with Odoo CRM using two methods:

  • Using an API key for your Appy Pie Chatbot account:
  • This is the easiest method for integrating Appy Pie Chatbot with Odoo CRM. You need to do some configuration settings in both Appy Pie Chatbot and Odoo CRM account in order to make use of this method. You need to fplow these steps:

    Step 1. In order to start with this integration, you need to log in to your Appy Pie Chatbot account. After logging in, you need to go to your Settings section and then click on Integration. You need to click on Integrate with Your Own Application option. There will be a drop-down menu where you can select the application that you want to integrate with Appy Pie Chatbot. Then you need to click on Create New Integration button. A pop up will appear where you need to provide some details like Name, Domain and API Key. Then you need to click on Save Integration button. After doing this, you are ready to integrate Appy Pie Chatbot with Odoo CRM using an API key for your Appy Pie Chatbot account.

    Step 2. Go to Odoo CRM and then select Settings from the top level menu and then click on General Settings from submenu options. Here, you need to select Additional Settings and then click on Activate Appy Pie Chatbot Integration option from the submenu options. A pop up will appear where you will be provided with an API key for your Appy Pie Chatbot account. You will be asked if you want to activate the integration or not. Click on Yes option here and then click on Save button at the bottom of the screen. This is how you can integrate Appy Pie Chatbot with Odoo CRM using an API key for your Appy Pie Chatbot account in case of Odoo CRM version 9+.

    Step 3. Now go back to your Appy Pie Chatbot account and then click on your created integration option. Then in the right side panel of your screen, you need to click on Edit button for this integration option. Then click on Save Changes button at the bottom of the page after entering the domain name field. This is how you can integrate Appy Pie Chatbot with Odoo CRM using an API key for your Appy Pie Chatbot account in case of Odoo CRM version 8 or before 9+.

    Step 4. Now you need to go back to your Odoo CRM account and then go back to Additional Settings section under General Settings section. Then you need to click on Activate Appy Pie Chatbot Integration option again here, but this time in case of Odoo CRM version 9+ only (for versions before 9+, this step is not needed. Then click on Save button at the bottom of the page and that’s it! Now you have successfully integrated Appy Pie Chatbot with Odoo CRM using an API key for your Appy Pie Chatbot account. You can perform various functions from here like creating a new lead, sending messages and so on using your Appy Pie Chatbot account from within the Odoo CRM dashboard without any difficulty!

  • Using a connection for your Odoo CRM account:
  • Integrating Appy Pie Chatbot with Odoo CRM using a connection for your Odoo CRM account is only possible when both Appy Pie Chatbot and Odoo CRM accounts have same versions (8+. You can fplow these steps in order to integrate Appy Pie Chatbot with Odoo CRM using a connection for your Odoo CRM account:

    Step 1. Go to your Odoo CRM account and then select Settings from the top level menu and then click on General Settings from submenu options under Settings section. Then you need to select Additional Settings from submenu options under General Settings section and then click on Activate Appy Pie Chatbot Integration option from here. A pop up will appear where you will be provided with an API key for your Appy Pie Chatbot account. You will be asked if you want to activate the integration or not. Click on Yes option here and then click on Save button at the bottom of the page and that’s it! Now you have successfully integrated Appy Pie Chatbot with Odoo CRM using a connection for your Odoo CRM account! You can perform various functions from here like creating a new lead, sending messages and so on using your Appy Pie Chatbot account from within the Odoo CRM dashboard without any difficulty!

    The process to integrate Appy Pie Chatbot 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.