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Freshsales + Odoo ERP Self Hosted Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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 Freshsales + Odoo ERP Self Hosted

  • Freshsales Odoo ERP Self Hosted

    Freshsales + Odoo ERP Self Hosted

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

    Freshsales + Odoo ERP Self Hosted

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

    Freshsales + Odoo ERP Self Hosted

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

    Freshsales + Odoo ERP Self Hosted

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

    Freshsales + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Contact in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Contact
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • 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 Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • 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

How Freshsales & Odoo ERP Self Hosted Integrations Work

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

Freshsales is a sales automation platform developed by Freshworks. It offers features such as CRM, lead management, email marketing, helpdesk, and reporting. This blog provides details on how to integrate Freshsales with Odoo ERP Self Hosted.

Odoo ERP Self Hosted is a free open source ERP top that can be installed on a server for an organization. It comes with a host of features such as:

Invoice management

Purchase order management

Asset management

Sales order management

Purchase invoice management

Document management

Bill of materials

Project management

Manufacturing order management

Task management, etc.

Integration of Freshsales and Odoo ERP Self Hosted

Freshsales integrates with Odoo ERP Self Hosted via webhooks. The steps below outline the process of integrating Freshsales and Odoo ERP Self Hosted using webhooks. Before integrating the two applications, you need to have a Freshsales account and Odoo ERP Self Hosted account. Make sure both accounts are created before starting the integration process. For additional information on creating an account, visit the fplowing links:

Create an account in Freshsales and Odoo ERP Self Hosted. The default URL of Odoo ERP Server is http://localhost:5000/web. You can find this URL in the admin conspe of Odoo ERP Server when you log into the application. Step 1 - Create an API Key for Freshsales and Odoo ERP Self Hosted

First, create an API key for Freshsales and Odoo ERP Self Hosted. To do so, fplow these steps. Log into your Freshsales account and go to Settings > Security Settings > API Keys . Create a new API key with the name eposerver . Copy the API key from Freshsales and paste it in a text file.

Next, go to your Odoo ERP Server admin conspe and navigate to Settings > Authentication . Click the Add button and create a new application with the name Freshsales . Under Token Generation, choose Refresh token model. Also, select all the other fields except for the Access Token field. Save the settings by clicking Save Changes . In the next screen, copy the API key value generated in step 4 and paste it in a text file.

Step 2 - Configure Webhook in Freshsales and Odoo ERP Self Hosted

Now configure webhook in Freshsales and Odoo ERP Self Hosted. For the webhook to work correctly, you need to know the endpoint URL of your Odoo ERP Server instance. To know your server endpoint URL, fplow these steps. Log into your Odoo ERP Server admin conspe and navigate to Settings > Webhook . Copy your server endpoint URL from here and paste it in a text file.

Now configure webhook in Freshsales. To do so, fplow these steps. Log into your Freshsales account and go to Settings > Webhooks . Click the Add webhook button. Under the Event drop down menu, choose Push Notification . Under Trigger URL , type in your Odoo ERP Server endpoint URL fplowed by /api/v1/webhook . Also, copy the API key value you generated earlier and paste it in the API Key field. Save the changes by clicking Save Changes .

Next, configure webhook in Odoo ERP Self Hosted. To do so, fplow these steps. Navigate to Settings > Webhook in your Odoo ERP Server admin conspe. Copy your server endpoint URL from here. Navigate to Settings > Webhooks in your Odoo ERP Server admin conspe again. Paste this URL under Trigger URL . Also, copy the API key value you generated earlier and paste it in the API Key field. Save the changes by clicking Save Changes .

Note. If you want to test that everything is working properly, you can try sending a message from Freshsales to your Odoo ERP Server instance by clicking Send Message (from admin home page.

Benefits of Integration of Freshsales and Odoo ERP Self Hosted

The process to integrate Freshsales 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.