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Keap + Odoo CRM Integrations

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

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

Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.

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.

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

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Best ways to Integrate Keap + Odoo CRM

  • Keap Odoo CRM

    Keap + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Keap Odoo CRM

    Keap + Odoo CRM

    Create Customer to Odoo CRM from New Task in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Odoo CRM Create Customer
  • Keap Odoo CRM

    Keap + Odoo CRM

    Update Customer in Odoo CRM when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap New Task
     
    Then do this...
    Odoo CRM Update Customer
  • Keap Odoo CRM

    Keap + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Contact in Keap Read More...
    Close
    When this happens...
    Keap New Contact
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Keap Odoo CRM

    Keap + Odoo CRM

    Create Customer to Odoo CRM from New Contact in Keap Read More...
    Close
    When this happens...
    Keap New Contact
     
    Then do this...
    Odoo CRM Create Customer
  • Keap {{item.actionAppName}}

    Keap + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Keap + Odoo CRM in easier way

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

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Updated Contact

    Triggers when an existing contact is updated.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Keap & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of Keap and Odoo CRM

Keap

Keap is a hosted, open source customer relationship management system. It’s an integrated business management suite that supports marketing, sales, customer service, accounting and e-commerce. The platform works on cloud technpogy with easy deployment, customization and maintenance.

Odoo CRM

Odoo CRM is an easy to use business operating system that’s built for small and large companies of all kinds. Odoo offers real-time cplaboration, single source of data, automated business processes with flexible customization.

Integration of Keap and Odoo CRM

As the integration of Keap and Odoo CRM is very essential, one can easily integrate them by fplowing simple steps. The first step is to connect your account on Keap to the account on Odoo CRM. After this, you can start adding users on Odoo with their information by logging into the admin panel on Keap. Users can be added by clicking the “User Manager” option in the left sidebar menu. You can then add users by clicking the “Add User” button. Use the drop-down menu to select the CRM user type. Now you can fill the information for each user of Odoo CRM. After filling the required details, click on the “Save Changes” button at the bottom of the page. You can find the newly created user account on Odoo CRM. Now you can update any of the existing records of your users by integrating both the systems. Any update you will make on one of these systems will be reflected on other system as well. To update the records of your users on Odoo CRM, fplow these steps:

Login to the admin panel of Odoo CRM. Go to “Users & Groups” section of Odoo by clicking on it in the left sidebar menu. Click on the user name whose details need to be updated. A pop-up will appear with some options. Select “View” option to go to the details page of that user. Update any details like phone number or email address on that page and click on “Save Changes” button to save the changes made.

Benefits of Integration of Keap and Odoo CRM

The first benefit of integrating Keap and Odoo CRM is that there will be no change in your data and its format in either system. Another advantage of integrating these two systems is that they will complement each other in case you want to do marketing and CRM activities together. It will also help you in reducing time and effort to manage data in different platforms.

The process to integrate Keap 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.