Drift + Odoo CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Drift and Odoo CRM
Drift is the new way businesses buy from businesses. Try our conversational marketing & sales tools designed to make buying easier today
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 IntegrationsLooking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives
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Odoo ERP Self Hosted
Best ways to Integrate Drift + Odoo CRM
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When this happens...
New Conversation
Then do this...
Create or Update Contact
If you use HubSpot as your principal marketing automation system, Drift may be used as a secondary source of quality leads while keeping everything in one place. With the help of this automation, all new leads from Drift will be added to your contact list in HubSpot. This way, you will be able to send them a personal message and continue engaging in conversation, without any major effort on your part.How Does This Integration Work?- When someone writes into live chat and provides their email address
- Appy Pie Connect creates a new lead in Drift.
Apps Involved- Drift
- HubSpot
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When this happens...
New Conversation
Then do this...
Update Record
For customer facing employees, the ability to capture first-hand customer feedback during live chats helps improve your customer support strategies. Now you can add a new Drift chat to a Salesforce contact record. Set up this integration and whenever a new chat is started in Drift, Appy Pie Connect will create a new record in Salesforce.How Does This Integration Work?- A new conversation is started in Drift
- Appy Pie Connect adds a link to the conversation on the matching contact record in Salesforce
Apps Involved- Drift
- Salesforce
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When this happens...
New Conversation
Then do this...
Broadcast a Bot Message
If you've started a Drift conversation with someone in Zoho Cliq, you can now broadcast it to anyone in your Zoho Cliq team. After setting up this integration, Appy Pie Connect will watch new conversations in Zoho Cliq and automatically post new chat information to Zoho Cliq. This integration will allow you to quickly let your team know about any conversations started by others.How Does This Integration Work?- A new conversation is started in Drift
- Appy Pie Connect post that conversation to Zoho Cliq
Apps Involved- Drift
- Zoho Cliq
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Drift + Odoo CRM without coding knowledge. Start creating your own business flow.
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New Message
Triggers each time when a new message in a conversation is received.
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New Customer
Triggers when you add a new Customer.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity.
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Create or Update Contact From External
Create or update a contact.
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Update Known Contact
Updates an existing contact.
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Create Customer
Creates a customer.
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Create Lead/Opportunity
Create a new Lead/Opportunity.
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Update Customer
Updates a customer.
How Drift & Odoo CRM Integrations Work
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Step 1: Choose Drift as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Drift to Odoo CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Drift and Odoo CRM
Drift
Drift is a marketing automation top that helps businesses grow by using the most powerful channel for reaching customers today – social media. Drift’s platform is easy to use and enables businesses to automate tedious marketing tasks so they can focus on higher-value activities.
Drift is a cloud-based, real-time marketing platform that enables marketers to achieve more measurable business results with less effort.
Drift integrates with over 400+ tops and has a library of over 100 integrations.
Drift Customers Include:
Airbnb, Uber, Reebok, Salesforce, Stanford University, Slack, SparCity, The New York Times, Threadless, Tinder, Trello, Zendesk, Zillow, Yelp and more.
In addition to Drift’s free product offering, which includes unlimited integrations and unlimited communications from one account, Drift also offers the fplowing plans:
Free + $40 / month (up to 2 users)
Pro + $99 / month (up to 10 users)
Max + $199 / month (up to 50 users)
Custom pricing is available upon request.
To create an account with Drift you need to go to http://drift.com/signup and then click on “Get Started” button. You will then be required to enter your email address and create a password. After you have done this you will be presented with three options for getting started:
- Get Started with Our Free Account
- Start without signing up
- Sign Up for an Account. If you select this option you will need to fill out your information and choose your plan type. After you have done this you will receive an email with an activation link. When you click on this link you will be taken to your application. To start using Drift you need to connect your existing accounts or create new ones. To do this you click on the “Connect Accounts” tab at the top of your screen. Once you have done this you should click on the “Create Account” tab in the upper right corner of the screen. This will take you to the “Create New Account” page shown in Figure 1 below.
Figure 1. Create New Account Page on Drift
The Create New Account page requires you to enter your company name, email address, phone number, website URL and country. Your Zip Code is optional but highly recommended as it makes it much easier for people who are looking for your business to find you in their location search. It also allows Drift to use default values for distance when people are searching for businesses near them. If you are interested in learning more about how Drift can help your business acquire new customers please use the chat icon in the bottom right corner of the screen. If you are interested in learning more about how Drift can help grow your business please use the contact icon in the bottom right corner of the screen. After entering all of this information you can then click on “Create your Account” button shown in Figure 2 below. If all goes well, your account will be created and you will be taken to the dashboard shown in Figure 3 below. As mentioned earlier in the introduction section of this paper, Drift is a marketing automation top that helps businesses grow by using the most powerful channel for reaching customers today – social media. Drift’s platform is easy to use and enables businesses to automate tedious marketing tasks so they can focus on higher-value activities. You can learn more about Drift by watching this video. https://www.youtube.com/watchv=pTsWLh7OgwE&feature=youtu.be . The video shows how Drift works and what its benefits are compared with the competition it has in the market. In addition to Drift’s free product offering, which includes unlimited integrations and unlimited communications from one account, Drift also offers the fplowing plans:Free + $40 / month (up to 2 users)Pro + $99 / month (up to 10 users)Max + $199 / month (up to 50 users)Custom pricing is available upon request.To create an account with Drift you need to go to http://drift.com/signup and then click on “Get Started” button. You will then be required to enter your email address and create a password. After you have done this you will be presented with three options for getting started:1. Get Started with Our Free Account2. Start without signing up3. Sign Up for an Account. If you select this option you will need to fill out your information and choose your plan type. After you have done this you will receive an email with an activation link. When you click on this link you will be taken to your application. To start using Drift you need to connect your existing accounts or create new ones. To do this you click on the “Connect Accounts” tab at the top of your screen. Once you have done this you should click on the “Create Account” tab in the upper right corner of the screen. This will take you to the “Create New Account” page shown in Figure 1 below.The Create New Account page requires you to enter your company name, email address, phone number, website URL and country. Your Zip Code is optional but highly recommended as it makes it much easier for people who are looking for your business to find you in their location search. It also allows Drift to use default values for distance when people are searching for businesses near them. If you are interested in learning more about how Drift can help your business acquire new customers please use the chat icon in the bottom right corner of the screen. If you are interested in learning more about how Drift can help grow your business please use the contact icon in the bottom right corner of the screenTranslated from http://www.drift.com/about/faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-faq#what-is-drift . Accessed 21th February 2016 at https://www.evernote.com/pub/thisiskin/drift-fa
The process to integrate Drift 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.
