Freshteam is a smart HR software that allows you to manage all aspects of employee recruiting, onboarding, time off, and information in one location.
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.
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Triggers when a new employee is created.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Creates a Employee.
Updates an existing employee.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Freshteam is a CRM (Customer Relationship Management. software that is used for business sales and operations management. It provides a perfect spution that allows you to manage your sales cycle, increase sales, keep track of customer data, and provides you with useful analytics for decision making.
Freshteam is equipped with certain powerful features that are crucial for your business growth. It has an in-built email marketing function that enables you to send targeted email messages to the right customers at the right time. You can also use this feature to track when and how often your emails are opened by the customers.
It also offers in-built reporting features which gives you real-time information about your business performance, overall sales figures, number of customers, etc. Freshteam also has a mobile app that helps you keep in touch with your customers even while on the go.
Odoo is an open source ERP (Enterprise Resource Planning. software that is used by small and medium sized businesses. This software provides you with all the necessary functions that are required to manage your business items such as customers, contacts, products, vendors, inventory, purchase orders, etc. It is one of the most popular open source software used by small and medium sized businesses to run their operations efficiently.
Odoo has easy to use features which makes it easy to configure and deploy it for your business needs. It also offers in-built integrations with other applications so that you don’t have to spend money on third-party tops to get these integrations. Odoo comes with a wide range of add-ons that can be installed according to your business requirements. These add-ons help you expand Odoo’s functionality and boost productivity.
Freshteam and Odoo both offer flexible, user-friendly platforms that can be easily integrated with each other. This makes it easier for businesses to keep track of their customers while managing the sales process, managing customer relationships, growing sales, etc. Let us see how integration of these two platforms can help you achieve your business goals efficiently.
Freshteam & Odoo Integration Benefits:
Freshteam and Odoo can be integrated with each other via the Mail Merge option present in Freshteam. The Mail Merge helps you create personalized emails or letters which can be sent out automatically by Freshteam. These emails can contain details about the products/services you offer along with the pricing information. Freshteam can also be integrated with Odoo via the automated synchronization feature. This feature helps you synchronize customer data between Freshteam and Odoo so that you always have up to date data about your customers.
You can share customer data between Freshteam and Odoo by importing or exporting data from one application to another. For example, when a new customer registers on Freshteam, his/her information is automatically shared with Odoo via a bulk upload process. So when a new lead registers on Freshteam’s website, a new contact will be created in Odoo CRM along with his/her contact history which includes any email messages or links he/she has clicked on the website.
Integration of Freshteam and Odoo is very easy as they both offer REST APIs using which you can integrate them easily using webhooks or web services. All you need to do is install an add-on from the Freshteam marketplace or from Odoo’s marketplace and then connect it with Freshteam or Odoo respectively. Once the connection is established, all your workflows will automatically sync between these CRMs without having to do anything manually.
Synchronization of data between Freshteam and Odoo makes it easy for businesses to keep track of their sales process and make quick decisions accordingly. You can use this information to make changes in your pricing strategy or add/remove add-ons according to customer preferences. You can also use this information to create personalized email messages based on their previous behavior on your website e.g if they frequently click on certain pages on your website, you can send them special offers related to those pages or products displayed on those pages.
The process to integrate Freshteam 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.