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Nutshell + Odoo CRM Integrations

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

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

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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

  • Airtable Airtable
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Best ways to Integrate Nutshell + Odoo CRM

  • Nutshell Odoo CRM

    Nutshell + Odoo CRM

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

    Nutshell + Odoo CRM

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

    Nutshell + Odoo CRM

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

    Nutshell + Odoo CRM

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

    Nutshell + Odoo CRM

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

    Nutshell + {{item.actionAppName}}

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

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

    Triggers
  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

  • 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 Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Nutshell & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of Nutshell and Odoo CRM

Nutshell is a platform which helps in managing customer relationship management. Odoo is a leading provider of open source ERP sputions for small and medium businesses which integrates with Nutshell. Odoo is a great top that helps small and medium businesses to manage their business better.

Integration of Nutshell and Odoo CRM

In the modern day business, it has been seen that companies are facing challenges in marketing products and services. Customer relationship management is very important for all the companies.

Odoo CRM module helps in managing customer relationship which can be integrated with Nutshell. Here, one can integrate the information of customers, leads, contacts, accounts, invoices, etc. (Marena, 2016.

This integration helps in improving business processes and also reduces the response time of the customers. The customer will be able to get an access to full view of the company’s details along with the product information. After this integration, one will be able to save time and effort (Odoo, 2016.

Benefits of Integration of Nutshell and Odoo CRM

The main benefit that can be obtained by integrating Nutshell with Odoo is that both the systems will work together as one efficient system. The purpose of this integration is to provide maximum efficiency to the business organization. With the help of this integration, it becomes very easy to manage sales leads and sales orders. This is done by importing leads and sales orders from Nutshell into Odoo CRM module. When the leads are imported into Odoo CRM module, one can easily convert them into sales leads by assigning sales order numbers (Marena, 2016.

It helps in maintaining complete order history including customer details. Now the customers can see the complete order history of the company along with product information by using Odoo CRM module. After this integration, one will be able to track the whpe process of generating leads into closing sales orders. It helps in improving business efficiency by lowering cost of operation (Odoo, 2016.

The process to integrate Nutshell 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.