Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.
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 Integrations
Odoo CRM + Filter By ConnectOnly continue if in Filter By Connect when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + Filter By ConnectOnly continue if in Filter By Connect when New Customer is created in Odoo CRM Read More...
Gmail + Filter By ConnectOnly continue if in Filter By Connect when New Attachment is created in Gmail Read More...
Gmail + Filter By ConnectOnly continue if in Filter By Connect when New Labeled Email is created in Gmail Read More...
Gmail + Filter By ConnectOnly continue if in Filter By Connect when New Email Matching Search is created in Gmail Read More...
It's easy to connect Filter By Connect + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Set up rules to specify when this Connect can continue running
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Filter By Connect is an application that integrates with Odoo CRM to let you search using the same field in both applications. This gives your sales team more information when they’re in the field. It also gives you more insight into what they find so you can improve the effectiveness of your sales process.
Filter By Connect is designed to be an easy-to-use, no-cost spution for connecting Odoo CRM and Google Sheets.
Odoo CRM is an integrated suite of business apps that help you better understand your customers, automate routine tasks, and grow your sales. Odoo CRM offers four integrated apps. Each app has its own features, but they work together to give your company everything you need to keep track of leads, manage contacts, sell efficiently, and make better decisions.
The integration of Filter By Connect and Odoo CRM lets your sales team search for leads using one field in both applications. This saves time by eliminating the need to enter the same data in two different places. It also improves efficiency by giving your team more information about leads when they are out in the field.
For example, if you want to search for leads by employer name, using Filter By Connect with Odoo CRM lets you do it in just one step. If a lead is hired by a company you don’t do business with, you can easily filter them out before making contact. This saves time during an appointment. It also saves you money on marketing campaigns by only reaching the right people.
Integrating Filter By Connect with Odoo CRM also lets you use advanced filters on Google Sheets on top of filters on Odoo CRM. You can filter leads by more fields than just one on Odoo CRM. If you want to build an advanced filter using Google Sheets, simply copy the filter from Google Sheets into Filter By Connect. You can then apply that filter to leads in Odoo CRM. This feature lets you use dynamic filters on Google Sheets while also maintaining contrp over your leads in Odoo CRM.
The benefits of integrating Filter By Connect with Odoo CRM are many. Your sales team will have access to more information when they are out in the field. They will also have an easier time finding leads that are a good fit for your business. These leads will be easier to contact because you will know their employer before meeting them face-to-face. Finally, integrating Filter By Connect with Odoo CRM lets you build advanced filters within Google Sheets. You can use these filters to hpd onto leads that are a good fit for your business without having to spend the time building filters on Odoo CRM.
The process to integrate Filter By Connect 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.