Integrate Formatter By Connect with Odoo CRM

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

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About Formatter By Connect

Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.

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

Explore quick connects

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Connect Formatter By Connect + Odoo CRM in easier way

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

  • Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

  • Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

  • Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

  • Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Formatter By Connect & Odoo CRM Integrations Work

  1. Step 1: Choose Formatter By Connect 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 Formatter By Connect to Odoo CRM.

    (2 minutes)

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

Integration of Formatter By Connect and Odoo CRM

Formatter By Connect

Formatter By Connect is the easiest way to connect up your business to your website and social media. With Formatter, you can build a beautiful online presence that maximizes your conversions and revenue. It’s that simple. (Source. http://www.formatter.com, June 2015)

Odoo CRM

Odoo CRM is an open source integrated software for customer relationship management. Odoo CRM, which was launched in 2010, has over 1 million users worldwide (Source. http://www.odoo.com, June 2015)

Integration of Formatter By Connect and Odoo CRM

Formatter By Connect allows you to create an online spution for your business. You can achieve it by integrating your business with the help of Formatter By Connect and Odoo CRM. You can use the features of integration of these two apps for this purpose. The platform of Formatter By Connect is very easy to use and gives you an idea about how to integrate your business with Odoo CRM. You can create an outline for your article by fplowing the steps given below:

Step 1. Create your account with Formatter By Connect by visiting http://www.formatter.com/signup.html. Sign up with the help of your details like name, email address, username, password etc. You will be asked to verify your email address by clicking on the link that will be sent to your mail id after the registration process. After verification, you will get an access to the dashboard of Formatter By Connect where you will get all the related information about the app along with different features available in it.

Step 2. Create your account with Odoo CRM by visiting https://crm.odoo.com/crm/signup/register/. Enter your details like name, email address, company name etc in the given fields in order to complete the registration process. You will receive an email containing the link to activate your account in case you are not registered with Odoo CRM before.

Step 3. Now, access your dashboard of Formatter By Connect by logging in to http://formatter.formformatica.com/dashboard/. You will get a different view of dashboard after login where you can see different sections like ‘Forms’, ‘Reports’, ‘Dashboard’, ‘Users’ etc along with other options in each section. Here, you have to click on the tab ‘Integrations’. A new page will appear where you have to select Odoo CRM option from ‘Available Account Types’ drop-down menu under ‘Configure Integrations’ tab. After that, you have to enter your email id that has been used in the sign up process of Odoo CRM into the given field in ‘CRM Email Address’ section and then click on ‘Save & Continue’ button in order to proceed further. A new window will appear where you have to enter your company name and other relevant details required for successful integration of Formatter By Connect and Odoo CRM and then click on ‘Save & Continue’ button in order to proceed further. Now, click on ‘Finish Setup’ button in order to complete the process of integration of Formatter By Connect and Odoo CRM. The latest version of both apps will be integrated automatically and you will be notified whenever there is any change in it through email or notification messages.

Benefits of Integration of Formatter By Connect and Odoo CRM

The benefits of integration of Formatter By Connect and Odoo CRM include:

The process to integrate Formatter 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am