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Customerly + Odoo CRM Integrations

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

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

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

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 Customerly + Odoo CRM

  • Customerly Odoo CRM

    Customerly + Odoo CRM

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

    Customerly + Odoo CRM

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

    Customerly + Odoo CRM

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

    Customerly + Odoo CRM

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

    Customerly + Odoo CRM

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

    Customerly + {{item.actionAppName}}

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

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

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Customerly & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of Customerly and Odoo CRM

  • Customerly is a Canadian software company that develops a cloud-based customer relationship management (CRM. spution called Customerly. Customerly is a business software platform that helps businesses to streamline their customer communications and to build a better relationship with their customers. The spution integrates with Google Apps, Salesforce, Office 365 and other applications.
  • Odoo is an integrated suite of business applications that help companies to manage their sales, marketing, finance, e-commerce, customer relations, projects, HR and others. It offers full customization, easy integration with other business applications, real-time synchronization between diverse systems, mobile compatibility and open API. Odoo is used by more than one million people in over 150 countries. It is certified by major industry associations including Oracle PartnerNetwork, Red Hat Partner Program, Sun Microsystems CSPP, Microsoft Gpd Certified Partner, Netsuite, Vmware vExpert and Aptean Channel Chief Partner.
  • Integration of Customerly and Odoo CRM

    Customerly has the ability to integrate with popular business applications like Salesforce, SugarCRM, SugarSync, QuickBooks Online, Gmail, Google Apps for Business, Office 365, Zendesk, Zoho CRM and others. This enables businesses to leverage the power of its platform with other business applications they are already using. This also guarantees faster development time as well as lower overall cost of ownership.

    Benefits of Integration of Customerly and Odoo CRM

    Customerly is designed for small and medium sized businesses that require the use of multiple business applications on a daily basis. It allows users to keep track of their customers’ interactions across multiple applications on a single dashboard. This means that you can have your Customerly dashboard that shows all your contacts, pipeline opportunities and notes from Salesforce on the same screen.

    I hope this article has given you an idea about how Customerly can improve your business processes by integrating it with Odoo CRM.

    The process to integrate Customerly 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.