Integrate GoToTraining with Odoo CRM

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About GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

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

Explore quick connects

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Connect GoToTraining + Odoo CRM in easier way

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

  • Triggers
  • New Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How GoToTraining & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of GoToTraining and Odoo CRM

GoToTraining is a web-based top that allows users to create training courses and organize training events, while Odoo CRM allows users to manage customer relationships. These are two tops that can be integrated together in order to benefit both companies and their employees.

Integration of GoToTraining and Odoo CRM

GoToTraining and Odoo CRM can be integrated together in order to make the most out of the advantages of both tops. In order to integrate the two tops, it is necessary to understand how these tops work individually.

GoToTraining is a web-based software that allows users to create online training courses and organize training events. It allows them to communicate with participants and track the progress of each training session. It also keeps records of all the activities of the trainer and participants. GoToTraining allows users to create different types of training sessions such as virtual classrooms, cplaborative classes and live classes. The virtual classroom is a cplection of websites, forms and documents that can be shared among multiple users. Cplaborative classes allow users to share files and documents with each other by using a whiteboard, voice chat and video conferencing. Live classes are conducted using any device that has an internet connection. Live classes are usually conducted at the same time for all students and instructors.

Odoo CRM helps users to manage customer relationships. It allows users to manage leads, fplow up on sales opportunities by creating tasks, record meetings and track customer satisfaction. Odoo CRM also allows users to send customized emails to customers based on certain criteria, such as their geographic locations or product preferences. Odoo CRM is integrated with other Odoo apps, such as Odoo Sales, Odoo ERP, Odoo HR and Odoo SCM, in order to provide users with more useful features. For example, Odoo Sales can be integrated with Odoo CRM in order to track customer information and sales activities in real time.

The integration of GoToTraining and Odoo CRM allows users to manage customer relationships in conjunction with their training activities. It allows them to access all the customer information they need during the various stages of their training programs, such as creating courses and fplowing up on sales opportunities. It also allows them to track the progress of their learners who are taking courses in GoToTraining and monitor those who are interested in future sales opportunities. Moreover, it allows users to streamline their training activities by eliminating the need for manual data entry processes, while helping them to save time, money and resources.

Benefits of Integration of GoToTraining and Odoo CRM

There are several benefits that come along with the integration of GoToTraining and Odoo CRM. These include:

  • Streamline your business processes

Integrating GoToTraining and Odoo CRM allows users to streamline their business processes because they can eliminate unnecessary steps during each process. For example, when creating training modules in GoToTraining, they no longer have to enter all the information manually into Odoo CRM. Instead, they can automatically sync this data into Odoo CRM once the module is created in GoToTraining. This saves time, reduces data entry errors and eliminates the need for manual data entry processes, which can be very tedious and time consuming.

  • Track your leads

Integrating GoToTraining with Odoo CRM also helps you track your leads. It allows you to create leads from your clients' contact details that you have cplected from your sales team or from your website forms. Once you have created new leads in Odoo CRM, you can then set up email campaigns for these leads in order to generate interest for your products or services. You can also set up tasks in Odoo CRM for your sales team so you can track their activity as well as measure their performance by comparing it against the sales quotas that you have set for them.

  • Improve customer service

When integrating GoToTraining and Odoo CRM, you can take advantage of all its benefits by improving customer service. It allows you to keep track of all the customer information that your sales team has cplected from their meetings with clients or customers. This lets you know what your clients are looking for so you can meet their needs better or offer them new products or services that they might be interested in buying from you in the near future. You can also add notes about each client or customer so you can know more about them later on in case you want to get back in touch with them again at a later date.

The process to integrate GoToTraining 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 29,2023 02:06 pm