Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
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It's easy to connect Odoo ERP Self Hosted + Agile CRM without coding knowledge. Start creating your own business flow.
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new ticket.You need to install the helpdesk module.
Triggers when you add a new User. You will need to have the Users module installed.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Create a blog post
Create a new Note.
Create a new Project Task.
Update a existing Ticket
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Odoo ERP Self Hosted is a business management software which helps small and medium businesses handle their financial and human resources. This system has some additional features that include:
Reports and statistics.
Real-time information about revenue and profit.
It can be installed on a local server or on cloud storage such as Amazon Web Services (AWS. Odoo ERP Self Hosted is open source and free. It provides you with predefined reports and dashboards to help you gain better insight of your business operations.
Agile CRM is a Customer Relationship Management software for small and medium enterprises. It helps you manage customer data and automate sales and marketing processes. It allows you to:
Send personalized emails to customers and prospects.
Optimize sales and marketing activities.
Increase customer retention rate.
Automate email marketing campaigns.
Integrate customer data from other systems such as Salesforce, SugarCRM, HubSpot, Zoho, etc.
There are two ways of integrating Odoo ERP Self Hosted with Agile CRM:
Using connectors. Using API calls.
Using connectors. Connectors enable you to integrate a third-party application with Agile CRM without having to know the technical details of API calls or coding. You can establish a connection between the two applications by configuring the connector in Agile CRM. The connector will fetch data from the external application and display it on the Agile CRM dashboard of the relevant user. Connectors can be defined at fplowing levels. account, contact, lead, opportunity, case, activity, task, note, document, product, price list, quote, contract, marketing campaign, event, time tracker, competitor, company, project, user rpe, user profile, user group.
Using API calls. API calls allow you to integrate an application with Agile CRM by writing code. You need to have a good understanding of APIs of both applications to write custom code for integration. You will need to enable API access in Odoo ERP Self Hosted and connect it with Agile CRM using API keys. API keys allow you to use the API service without needing to enter credentials every time you make a request. Hence it is recommended to create an API key only when you plan to use the API service for integration purposes. You can generate API keys in Odoo ERP Self Hosted and Agile CRM using their respective contrp panels. Then you can configure the API keys in each application’s settings area. Every time you want to make a call with the API key for integration purposes, you will need to enter the appropriate API key in the call URL parameter. If you want to convert JSON response data into CSV (comma separated values), you can use Python scripts such as Python CSV library or any other library available online. If you want to learn more about API calls read this article How To Integrate Odoo ERP Self Hosted With Other Applications Using API Calls . Alternatively you can watch this video:
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