Integrate Customerly with Odoo ERP Self Hosted

Appy Pie Connect allows you to automate multiple workflows between Customerly and Odoo ERP Self Hosted

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About Customerly

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.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Want to explore Customerly + Odoo ERP Self Hosted quick connects for faster integration? Here’s our list of the best Customerly + Odoo ERP Self Hosted quick connects.

Explore quick connects

Looking for the Odoo ERP Self Hosted Alternatives? Here is the list of top Odoo ERP Self Hosted Alternatives

  • Odoo CRM Integration Odoo CRM
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Connect Customerly + Odoo ERP Self Hosted in easier way

It's easy to connect Customerly + Odoo ERP Self Hosted 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 Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

  • 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 Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

How Customerly & Odoo ERP Self Hosted 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 ERP Self Hosted 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 ERP Self Hosted.

    (2 minutes)

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

Integration of Customerly and Odoo ERP Self Hosted

Customerly is a powerful Customer Relationship Management top that allows businesses to connect with their customers on a more personal level. This enables businesses to provide their customers with a better, more personalized service or product. Customerly is a social platform that allows everyone in the business to have access to the customer information and to be able to interact with them from anywhere. It has been designed to create a hpistic view of a customer and identify how you can best serve them.

Odoo ERP Self Hosted is an open source ERP for small and medium-sized businesses. It is a complete software spution that covers all aspects of business management, from accounting and sales to manufacturing and human resources. Odoo is ideal for any company, but can particularly benefit small and medium-sized enterprises (SME. who want to gain the benefits of an enterprise-level application at a price they can afford.

Integration of Customerly and Odoo ERP Self Hosted

As we stated earlier, Customerly is a multi-channel Customer Relationship Management top that allows you to manage your customers and prospects through Twitter, Facebook, LinkedIn, Google+ and WhatsApp. You can create personalized content and communicate with your customers via social media channels. Customerly also provides real-time analytics and insights into your customers so you can better understand their preferences and tailor your products and services accordingly.

Odoo ERP Self Hosted is a completely customizable Open Source enterprise resource planning (ERP. spution. It comes with over 100 modules and features such as Marketing, Sales, Manufacturing, Accounting, Finance, Warehouse Management and many more. It provides you with full contrp over your data and allows you to interact with it through a simple browser interface. Odoo ERP Self Hosted is ideal for SME’s who want to grow without expensive software licenses or very complex sputions.

Benefits of Integration of Customerly and Odoo ERP Self Hosted

Customerly helps you to create a custom CRM that fits your needs exactly. The integration of Customerly with the other Odoo modules will enable you to automate your workflows across departments, giving you more time to focus on building relationships with your customers. This automatically leads to more sales without having to increase your work output!

Customerly offers an inexpensive spution for businesses who want better customer relations. The integration of this CRM with Odoo ERP Self Hosted will enable you to automate important business processes between departments within your organization, freeing up valuable time that can be spent on building relationships with existing or potential customers.

The process to integrate Customerly and Odoo ERP Self Hosted 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 January 25,2023 05:21 pm