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Integrate BulkGate with Odoo CRM

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

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About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

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.

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Best ways to Integrate BulkGate + Odoo CRM

  • BulkGate Integration BulkGate Integration

    Odoo CRM + BulkGate

    Send Transactional SMS in BulkGate when New Lead/Opportunity is created in Odoo CRM Read More...
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  • BulkGate Integration BulkGate Integration

    Odoo CRM + BulkGate

    Send Promotional SMS in BulkGate when New Lead/Opportunity is created in Odoo CRM Read More...
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  • BulkGate Integration BulkGate Integration

    Odoo CRM + BulkGate

    Send Transactional SMS in BulkGate when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    BulkGate Integration New Customer
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • BulkGate Integration BulkGate Integration

    Odoo CRM + BulkGate

    Send Promotional SMS in BulkGate when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
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    Gmail + BulkGate

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  • BulkGate Integration {{item.actionAppName}} Integration

    BulkGate + {{item.actionAppName}}

    {{item.message}} Read More...
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Connect BulkGate + Odoo CRM in easier way

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

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

How BulkGate & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of BulkGate and Odoo CRM

BulkGate is a top that allows you to manage your contacts, leads, opportunities and deals in an automatic way. BulkGate has two modules. the first one called BulkGate CRM which is used for managing contacts, leads, opportunities and deals; the second one called BulkGate Marketing which is used to automatically create landing pages, emails, phone calls, SMS messages and Facebook ads based on specific fields like name, email, phone number of the contacts (leads. in BulkGate CRM.

Odoo CRM is an application that allows salespeople to organize their sales process. It helps them to create sales opportunities, sales deals and sales contacts. It has many features that are needed by salespeople, for example. it can be used as a CRM to keep track of their pipeline, they can set commission plans, they can create quotes and invoices, they can manage their contacts through CRM activities with CRM forms.

Integration of BulkGate and Odoo CRM

Integration of BulkGate and Odoo CRM can be enabled by using the Odoo CRM BulkGate module. The module allows you to use the contact details from bulkgate directly in Odoo CRM. That means that any contact that you import into Odoo CRM is also imported into BulkGate CRM. The integration of BulkGate and Odoo CRM also works the other way around, i.e., if you change a contact in Odoo CRM, the changes are synced with the corresponding contact in BulkGate CRM. This way, you can easily maintain your contacts in both apps at the same time. This makes it easier to use both apps because you don’t have to manually move information between them.

BulkGate marketing module can be integrated with Odoo CRM too by using the BulkGate marketing module. That means that any lead or opportunity in Odoo CRM can be used as an input to the BulkGate marketing automation features. For example, if you create an opportunity in Odoo CRM and mark it as won, then it will be used as input for the automated features of the BulkGate marketing module.

The integration of both apps also works the other way around. If you create a lead or an opportunity in Odoo CRM and fill some fields like name and email address, then those fields will be synced with their corresponding fields in BulkGate marketing automation module as well as with the field name and email address in BulkGate CRM.

Benefits of Integration of BulkGate and Odoo CRM

Integration of BulkGate and Odoo CRM allows you to:

The process to integrate BulkGate 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.