Integrate Discord with Odoo CRM

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

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About Discord

Discord is a cross-platform communication app designed for gamers but suitable for anyone to chat with groups of people.

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 Discord + Odoo CRM quick connects for faster integration? Here’s our list of the best Discord + Odoo CRM quick connects.

Explore quick connects

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Connect Discord + Odoo CRM in easier way

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

  • Triggers
  • New Message Posted to Channel

    Triggers when a new message is posted to a specific text channel.

  • New User Added

    Triggers when a new user joins the Discord Server.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Add Role

    assign a role to a user

  • Create Channel

    Create a new channel to a specific #category you choose.

  • Remove User Role

    Remove a chosen role from the specified user.

  • Rename Channel

    Rename a channel to a specific name you choose.

  • Send Channel Message

    Post a new message to a specific #channel you choose.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Discord & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of Discord and Odoo CRM

Introduction of Discord and Odoo CRM integration

Discord is a free, cross-platform voice & text chat application designed for gaming communities. It is available for Windows, Mac, Android, iOS, Linux, and web browsers. Since its launch in May 2015, it has grown to become one of the most popular gaming communication platforms with more than 90 million registered users as of January 2019.

Odoo is a cloud-based open source business management software that helps small and medium-sized businesses (SMBs. across the world to automate their processes and grow efficiently. It offers a range of functionalities such as CRM, inventory management, email marketing, accounting, and project management.

Integration of Discord and Odoo CRM

The integration of Discord and Odoo CRM lets you send messages on your Discord channel from an Odoo opportunity or lead through the fplowing steps:

First of all, you need to create a bot on Discord. For this purpose, you can use your name on Discord channel. You need to be an admin of the channel where you want to integrate Discord and Odoo CRM. After creating an Odoo Company, you can select the company and click on the Setup button at the top right corner. Next, you need to click on the Integrations tab and select the Discord integration option from the list. Enter the existing channel name where you want to integrate Discord and Odoo CRM. You can also create a new channel if required. Enter the Bot Token which is generated by your bot. Next, enter the username of the bot on Discord which you have created earlier. In addition to that, enter any name for your bot as shown in the picture below:

Now, you need to define the events from Odoo which will be sent as a message on Discord channel. You can select a single event or multiple events at a time as shown in the pictures below:

After selecting the events from Odoo, you need to define a template for each event as shown in the picture below:

After defining templates for each event, you can test the integration by clicking on the Test button as shown in the picture below:

If everything works fine then you can click on Save Integration button as shown in the picture below:

Benefits of Integration of Discord and Odoo CRM

Chatting with customers via live voice calls instead of emails saves a lot of time for both customers and business owners. The integration of Discord and Odoo CRM makes it possible for business owners to interact with customers directly without going through any third-party agent. This results in saving a lot of time and money for both parties.

The process to integrate Discord 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