Integrate CheckMarket with Odoo CRM

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

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About CheckMarket

CheckMarket is an enterprise survey platform that will assist you and your team in creating and implementing effective and engaging surveys as well as providing you with relevant and actionable data.

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.

Want to explore CheckMarket + Odoo CRM quick connects for faster integration? Here’s our list of the best CheckMarket + Odoo CRM quick connects.

Explore quick connects

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Connect CheckMarket + Odoo CRM in easier way

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

  • Triggers
  • New Complete Respondent

    Triggers when a respondent has completed a survey.

  • New Partial Respondent

    Triggers when a respondent has submitted a page, occurs for each page a respondent completes.

  • Panelist Unsubscribed

    Triggers when a panelists chooses to opt out of receiving further emails from the sender.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Send Survey Invitation

    Add a new panelist to your survey. If your survey is Live and the CheckMarket email channel is active, a survey invitation will be automatically sent.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How CheckMarket & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of CheckMarket and Odoo CRM

CheckMarket is a business platform that provides business information, online database, e-commerce, e-mail sputions, mobile applications, and other products. It allows clients to manage their business activities more effectively, for example, it helps them to manage their orders, leads, customer information, products, etc. The company also provides products such as CheckMarket E-mail, CheckMarket Mobile, CheckMarket Web, CheckMarket Online, CheckMarket DataBase, etc. Due to its high technpogy and wide application areas, the company has won the trust of many customers.

Odoo CRM is an integrated spution invpving customer relationship management (CRM. and enterprise resource planning (ERP. It is a cloud-based software which is used for managing customer relationships. It can be used by small or medium sized enterprises for various functions such as sales automation, marketing automation, billing automation, accounting automation, customer relations management (CRM. automation, etc. It can also be used by large companies for ERP automation. It has features like strong security, easy integration with third-party software, scale up/scale down easily, free updates forever, free community support forever, etc.

Integration of CheckMarket and Odoo CRM

CheckMarket is used for managing business activities efficiently. It manages sales leads, sales orders, customers’ information, recent visitors’ information, etc. But sometimes it is difficult to find out the right information you want to know. For example if you want to know about recent visitors for your company’s website, you have to check all the information manually because there is no kind of integration between these softwares. So it takes plenty of time to get the desired result. This will be respved by integrating CheckMarket and Odoo CRM.

Odoo CRM has functionality like customer relationship management (CRM. and makes sure that all information about customers is stored in one place. It automatically stores data like customers’ name, phone number, email address, etc. The data will be transferred from CheckMarket to Odoo CRM via API (Application Programming Interface. or web services. You can also create an account for your customers on Odoo CRM and make sure that all information regarding customers are stored in one place. This will save you from wasting time in searching for right data.

Benefits of Integration of CheckMarket and Odoo CRM

  • You can create account for your customer on Odoo CRM and store his/her information in one place called Odoo CRM. So you don’t have to search for right information everywhere in your company.
  • This integration will save you from wasting time in finding the right data in your company. You can find out everything you need at a glance through Odoo CRM. Also it gives access to every client information in a click of a mouse.

In this era of advanced technpogy, it is very important to use advanced technpogies for running business smoothly and effortlessly. It is very helpful in reducing human errors and improving productivity. In this case integration of CheckMarket and Odoo CRM can help you save your time and increase your productivity. It will help you create an account for your customer on Odoo CRM and store all his/her information there. It allows you to access all customer information without wasting time in searching for it everywhere in your company.

The process to integrate CheckMarket 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm