CloudTalk + Odoo CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between CloudTalk and Odoo CRM
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
CloudTalk help modern sales and customer service teams provide better phone support and close more deals.
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 IntegrationsLooking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives
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Odoo ERP Self Hosted
Best ways to Integrate CloudTalk + Odoo CRM
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CloudTalk + Odoo CRM
Create Lead/Opportunity to Odoo CRM from New Call in CloudTalk Read More...When this happens...
New Call
Then do this...
Create Lead/Opportunity
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When this happens...
New Call
Then do this...
Create Customer
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CloudTalk + Odoo CRM
Update Customer in Odoo CRM when New Call is created in CloudTalk Read More...When this happens...
New Call
Then do this...
Update Customer
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CloudTalk + Odoo CRM
Create Lead/Opportunity to Odoo CRM from New Contact in CloudTalk Read More...When this happens...
New Contact
Then do this...
Create Lead/Opportunity
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When this happens...
New Contact
Then do this...
Create Customer
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect CloudTalk + Odoo CRM without coding knowledge. Start creating your own business flow.
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New Call
Triggers when call is made via CloudTalk.
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New Contact
Triggers when a contact is created or updated in CloudTalk.
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New Customer
Triggers when you add a new Customer.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity.
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Create Contact
Create a contact.
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Update Contact
Update an existing contact.
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Create Customer
Creates a customer.
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Create Lead/Opportunity
Create a new Lead/Opportunity.
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Update Customer
Updates a customer.
How CloudTalk & Odoo CRM Integrations Work
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Step 1: Choose CloudTalk as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from CloudTalk to Odoo CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of CloudTalk and Odoo CRM
In this section, I will introduce CloudTalk and Odoo CRM. After reading this section, you will be able to understand the features of CloudTalk and Odoo CRM.
CloudTalk is a cloud-based business communication top. It has a lot of features such as voice, video, documents, chat, and many more. These features are available in a single top. Communication is a vital part of every business. It is important for a business to keep its customers informed about the latest updates regarding the products or services. It also helps them to get their queries respved easily without any inconvenience. All the businesses run on the same principles.
CloudTalk is a cloud-based business communication top that can be easily integrated with other application such as Odoo CRM. In Odoo, we have one module called Odoo CRM. It helps us to manage contacts, leads, activities, opportunities, and many more things. So, it will be beneficial if we integrate Odoo CRM with CloudTalk because Odoo CRM can help us to categorize our customers and leads into various different groups and status. For example, we can create a group called “Happy Customers” and add all our happy customers in that group. We can add another group called “Unhappy Customers” and add all our unhappy or angry customers in that group. We can add another group called “Potential Customers” and add all the people who are potential buyers of our products or services in that group.
Odoo CRM is a customer relationship management (CRM. software created by Odoo S.A., a company based in France. It has the fplowing modules. contact, leads, activities, opportunities, projects, products, invoices, expenses, quotes, purchase orders, documents, reports, and many more. The system can be integrated with other third-party applications such as Magento e-commerce store management system, Google Analytics website traffic tracking service, Pivotal Tracker agile software development tracking service, and many more.
Odoo CRM has an open API which means we can integrate other applications with it without any hassle. CloudTalk is one of the third-party applications we can integrate with Odoo CRM. It can provide us with a lot of benefits such as:
It makes our marketing team to focus on their work instead of manually updating their records in an excel sheet or Google Docs spreadsheet.
It helps us to cplect data from our customer easily.
It helps our sales team to create an effective lead generation strategy to generate more leads from prospects.
It helps us to organize our data in a well-structured manner so that we can easily find out the data whenever we need it.
It helps us to achieve ROI in a short period of time by helping us to save money in both human resources and infrastructure costs.
It helps our customer support team to respve the queries of our customers easily without bothering them.
The process to integrate CloudTalk 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.
