Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
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
Customerly + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Lead in Customerly Read More...
Customerly + Odoo CRMUpdate Customer in Odoo CRM when New Lead is created in Customerly Read More...
Customerly + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New User in Customerly Read More...
It's easy to connect Customerly + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
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.
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.