Integrate Google Docs with Odoo CRM

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

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About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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

Explore quick connects

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Connect Google Docs + Odoo CRM in easier way

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

  • Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • 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 Google Docs & Odoo CRM Integrations Work

  1. Step 1: Choose Google Docs 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 Google Docs to Odoo CRM.

    (2 minutes)

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

Integration of Google Docs and Odoo CRM

Google Docs

Google Docs is a service provided by Google that allows a user to create a variety of documents. Documents can be created in a variety of formats, including Microsoft Word (DOCX), Microsoft Excel (XLSX), and Plain text (TXT. Users can access their documents from any device with Internet access, as well as the ability to share the documents with other users.

Google Docs can also be used to share files with other users. These files can be accessed by users with or without an account. Documents created using Google Docs are stored on Google Drive, which is accessible by users with or without an account. Google Docs supports real-time cplaboration, allowing multiple users to simultaneously edit the same document online.

Google Docs features include. real-time co-authoring so multiple users can edit the same document simultaneously; an undo/redo button; revision history; simultaneous editing by multiple users; commenting on specific lines or words; showing differences between two versions of a document; and allowing viewers to read, but not edit, documents.

Google Docs is also capable of creating PDFs out of any document uploaded. This can be done through an option in the sharing settings menu.

Odoo CRM

Odoo CRM is a CRM software that helps an organization grow its sales and marketing functions by assisting sales teams with customer acquisition, sales forecasting, opportunity management, lead management, upselling, cross-selling, new business generation, customer relationship management, marketing automation, campaign management, field sales, eCommerce, loyalty programs, cooperation programs, social media management, call center management, social CRM, back office integration, employee time tracking, employee attendance tracking, human resources management, expense management, project management and invoicing. It offers both web-based and mobile apps for greater flexibility. The user interface is customizable based on the nature of the business.

Integration of Google Docs and Odoo CRM

Google Docs can be integrated with Odoo CRM through the use of Appy Pie Connect. Appy Pie Connect is a top that connects apps together so they can share data. When one app sends information to another app, it is said that the first app “Connects” the information to the second app. The integration of Google Docs and Odoo CRM allows Odoo CRM to create an automatically updated list of all your contacts who have signed up for your Google Docs mailing list. This list can then be used for email marketing purposes or for adding them into your Odoo CRM database as leads.

The integration of Google Docs and Odoo CRM can also be useful when creating a new contact in Odoo CRM from a file in Google Drive. With this integration, if a user uploads a CSV or XLS file from his or her Google Drive account into Odoo CRM through the import function, the name and email address from each contact in the file will be automatically added into Odoo CRM as a new contact. In this way, one can add hundreds of contacts at once without having to manually add each one individually into Odoo CRM.

Benefits of Integration of Google Docs and Odoo CRM

There are many benefits to integrating Google Docs and Odoo CRM. One benefit includes being able to use both platforms for their intended purpose while also being able to work together seamlessly. Another benefit is increased efficiency when working together. For example, if a user has a list of contacts in Google Drive that he or she would like to add to his or her Odoo CRM database as leads, he or she does not have to go through each contact individually and do so manually. Instead, he or she can simply upload the contacts from his or her Google Drive account into Odoo CRM through the import function. Because of this integration, there will no longer be any need to manually add leads one by one into Odoo CRM. A third benefit is the ability to integrate data from both platforms while still maintaining independence from one another. Fourthly, it is beneficial because it allows businesses to connect instantly with potential customers while streamlining the lead generation process and reducing costs related to manual data entry and other such processes associated with data entry. Finally, it allows businesses to retain customer data over time and to use that data for future campaigns and other interactions with customers in order to better serve customers’ needs.

In conclusion, I believe that integrating Google Docs and Odoo CRM will greatly benefit businesses and individuals alike. I hope that businesses will make use of this integration in order to better communicate with clients and customers, while individuals will use it to better communicate with their friends and family members.

The process to integrate Google Docs 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 March 14,2023 02:59 pm