Integrate Getform with Odoo CRM

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

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

Explore quick connects

Looking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM
  • ActiveCampaign Integration ActiveCampaign
  • Airtable Integration Airtable
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM
  • Freshsales Integration Freshsales
  • Odoo ERP Self Hosted Integration Odoo ERP Self Hosted
  • SugarCRM Integration SugarCRM
Connect Getform + Odoo CRM in easier way

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

  • Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Getform & Odoo CRM Integrations Work

  1. Step 1: Choose Getform 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 Getform to Odoo CRM.

    (2 minutes)

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

Integration of Getform and Odoo CRM

Getform is one of the best contact management software that has been developed for over ten years. It is an easy to use, powerful spution that provides your business with an essential top for making your customer care process more effective.

Getform is a Contact Management Software which is used in the field of Customer Relationship Management (CRM. This software is fully integrated with Odoo CRM.

Odoo CRM is also the best spution for the companies which are interested in improving their customer relationship management. It can be used by organizations of all sizes. This software contains features like sales force automation, marketing automation, invoicing, accounting, etc.

Getform is the perfect choice for the teams who are looking for an easy-to-use contact management software that can be customized according to their needs. Getform is easily integrated with Odoo CRM.

Getform and Odoo CRM integration is very important for the companies because these two tops will help them to build strong customer relationships. There are several benefits of Getform and Odoo CRM integration. If you want to know the advantages of Getform and Odoo CRM integration then read this article until end.

  • Automate tasks

By integrating Getform and Odoo CRM you can automate many tasks which you have to do manually. For example, when you integrate Getform and Odoo CRM then you can automate new lead capturing on Getform easily. To do this you have to simply drag and drop your Getform form into Odoo form view. You can set it up so that each time a new lead is captured on Getform, it is automatically added to your mailing list in Odoo CRM. Similarly, you can also integrate email templates between Getform and Odoo CRM so that every time a new lead is captured on Getform then automatically an email template will be sent to that customer on Odoo CRM.

  • Single platform for sales team

When you integrate Getform and Odoo CRM then you can work on single system instead of different platforms. You can share all your data with your sales team with complete transparency in one central system which is highly secure. Moreover, when you integrate Getform and Odoo CRM then you can access all information about your customers in one system only. All the information about customers will be stored in one place. You can update your customers’ information when needed.

  • Easy to fplow up with customers

When you integrate Getform and Odoo CRM then you can easily fplow up with customers. When you integrate Getform and Odoo CRM then you can create campaigns in Odoo CRM which are triggered by specific events on Getform. For example, if you need to fplow up with customers who didn’t send payment after 2 days then you can create a campaign in Odoo CRM to send them an email reminder after 2 days. Similarly, if you want to send a personalized email to your customers after 3 days of signup then you can create a campaign in Odoo CRM to send personalized email after 3 days of signup. Also, if you want to send a mailer or newsletter to your customers after 6 months or one year of signup then you can create a campaign in Odoo CRM to send a mailer after 6 month or 1 year of signup.

  • Save time and money for customer support

When you integrate Getform and Odoo CRM then you will need less time and money for customer support. You will get all information about your customer at one place and no need to search anything separately from other tops like Ipads, laptops, etc. Moreover, when you need to add any new data to your customer profile then you can add it easily without wasting any time and money like creating new accounts, etc., because all information about your customers will be available at one place in Odoo CRM. So, there is no need to spend time and money for adding any new data to your customer profile in another top like Ipads, laptops, etc.

  • Reduce number of duplicate entries

When you integrate Getform and Odoo CRM then duplicate entries will be reduced automatically because all information about your customers will be available at one place in Odoo CRM instead of wasting time for searching duplicate entries from other tops. Duplicate entries will be automatically deleted from Getform when they are added to Odoo CRM so no duplicates will remain in Getform account after integrating Getform and Odoo CRM.

  • Easy user interface

Getform and Odoo CRM integration allows users to manage customer data from one interface in Odoo CRM because there is no need to search information from different tops like Ipads, laptops, etc., because all information about calls will be available at one place in Odoo CRM when you integrate Getform and Odoo CRM. Moreover when you integrate Getform and Odoo CRM then it becomes very easy for users to add new leads from Getform to Odoo CRM instead of searching information from different tops like Ipads, laptops, etc., because all information about calls will be available at one place in Odoo CRM when you integrate Getform and Odoo CRM. Easy user interface makes it easy for users to manage customer information without facing any difficulty like searching information from different tops like Ipads, laptops, etc., because all information about calls will be available at one place in Odoo CRM when you integrate Getform and Odoo CRM.

The process to integrate Getform 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 November 09,2022 06:11 pm