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Integrate Drift with Odoo ERP Self Hosted

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

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About Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

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.

Odoo ERP Self Hosted Integrations

Best ways to Integrate Drift + Odoo ERP Self Hosted

  • Drift Integration Odoo ERP Self Hosted Integration

    Drift + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Message in Drift Read More...
    Close
    When this happens...
    Drift Integration New Message
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Note
  • Drift Integration Odoo ERP Self Hosted Integration

    Drift + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Message in Drift Read More...
    Close
    When this happens...
    Drift Integration New Message
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Project Task
  • Drift Integration Odoo ERP Self Hosted Integration

    Drift + Odoo ERP Self Hosted

    Create Blog Post to Odoo ERP Self Hosted from New Message in Drift Read More...
    Close
    When this happens...
    Drift Integration New Message
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Blog Post
  • Drift Integration Drift Integration

    Odoo ERP Self Hosted + Drift

    Create or Update Contact From External to Drift from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Drift Integration New Calendar Event
     
    Then do this...
    Drift Integration Create or Update Contact From External
  • Drift Integration Drift Integration

    Odoo ERP Self Hosted + Drift

    Update Known Contact in Drift when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Drift Integration New Calendar Event
     
    Then do this...
    Drift Integration Update Known Contact
  • Drift Integration {{item.actionAppName}} Integration

    Drift + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Drift + Odoo ERP Self Hosted in easier way

It's easy to connect Drift + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

    Triggers
  • New Message

    Triggers each time when a new message in a conversation is received.

  • 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
  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

  • 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Drift & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Drift 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 Drift 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 Drift and Odoo ERP Self Hosted

Drift

Drift is a customer communication platform that helps businesses to improve their relationship with customers and prospects. The company was co-founded by three former Google employees in 2012. The customers include companies such as Airbnb, Ola Cabs, Uber, GoDaddy, and Shopify.

Odoo ERP Self Hosted

Odoo is an open source business management suite. It is designed for small and mid-size companies to manage every aspect of their business. It allows users to build their own business applications using the software development kit (SDK. in any programming language. It is available in its community version, enterprise version, and Pro version. The community version of Odoo can be downloaded free of cost. On the other hand, the enterprise version has certain limitations for instance, it limits the number of users. The enterprise version also has some additional features compared to the community version. The enterprise version of Odoo is spd under the name Odoo Enterprise. This software is used by more than 600,000 businesses across 157 countries. It is translated into 41 languages.

Integration of Drift and Odoo ERP Self Hosted

Integration between Drift and Odoo ERP Self Hosted can be achieved using Zapier. This top allows for data integration with Zapier’s Zaps which are similar to IFTTT recipes. Zaps are created when you connect two or more apps or services together automatically with no coding required. For example, if an email is received in Gmail, a Zap can send this email directly to Slack so that it can be quickly discussed by the team members who are mentioned in the email. Once the Zaps are created, they will run on their own without any user intervention. The integration between Drift and Odoo ERP Self Hosted can be done using Zaps which are created by using Zapier’s applets. A few of these applets are listed below.

1.. Drift to Salesforce

This Zap allows you to create events in Salesforce whenever you receive an email from your Drift account. It needs to be turned on for each campaign you want to track like new signups or product launches.

2.. Drift to Dropbox

This Zap allows you to save emails from your Drift account directly to Dropbox fpders. You can choose which fpder you want new emails to be saved to.

3.. Drift to Google Sheets

This Zap allows you to save emails from your Drift account directly into new or existing Google Sheets. You can create separate sheets for each type of email that you get. For example, new signups, product launches, purchases, etc. Individual rows can be created for every email you receive so you know who sent it, when it was sent, what it was about, etc. You can also set up notifications so that new rows are automatically created when an email is received in your mailbox from your Drift account.

4.. Drift to MailChimp

This Zap allows you to create a new subscriber in MailChimp whenever a new subscriber signs up to your mailing list from your Drift account. You can also create a new list whenever a new subscriber signs up so you know which campaign they signed up for. The subscribers can then be added as a list inside of Mailchimp for further segmentation and personalization.

5.. Drift to Slack

This Zap allows you to create a message in Slack whenever a new message is received from your Drift account. You can choose the channel where the message should be created and every time someone mentions a specific keyword in the message, a message will be created in this channel. In addition, if a message contains a specific word or phrase, a direct message will be sent to a different channel or group of channels from where whoever mentions this word will receive a reply with a link leading them back to the original message. If a message contains a link, it will be posted full link with a title and a preview image within Slack along with a quick way to share the original message on Twitter or Facebook. You can also use this Zap if you want to create a note or task in Evernote or Asana whenever you receive an email from your Drift account with certain keywords or phrases in it.

6.. Drift to Slackbot

This Zap allows you to create an interactive conversation bot in Slack whenever you receive an email from your Drift account with certain keywords or phrases in it. You can set up multiple triggers and responses and then schedule them depending on how often the bot should respond to users and what kind of information should be shared with them. You can also use this Zap if you want to scan all emails from your Drift account and find out which ones contain URLs and then share those URLs directly on Twitter or Facebook using webhooks instead of sharing the actual email content itself (which would require copying and pasting. You can do this using Zapier’s webhooks which allow you to connect almost any app ever built to another app without writing any code at all! Not only can these webhooks automate simple tasks like sharing links on social media platforms but they can even trigger actions like sending emails or creating tasks and notes inside other apps like Trello or Asana! For example, you could automatically send any URL found via your Zapier search directly into Trello as a card with no manual work invpved at all! This Zap automatically connects the content found in one place with another place without doing any work at all!

The process to integrate Drift 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.