Integrate Discord with 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.

https://www.discordapp.com/about/overview

https://www.odoo.com/crm/overview

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.