Integrate Odoo ERP Self Hosted with Agile CRM

Appy Pie Connect allows you to automate multiple workflows between Odoo ERP Self Hosted and Agile CRM

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About Odoo ERP Self Hosted

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.

About Agile CRM

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.

Want to explore Odoo ERP Self Hosted + Agile CRM quick connects for faster integration? Here’s our list of the best Odoo ERP Self Hosted + Agile CRM quick connects.

Explore quick connects

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Connect Odoo ERP Self Hosted + Agile CRM in easier way

It's easy to connect Odoo ERP Self Hosted + Agile CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • Actions
  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Odoo ERP Self Hosted & Agile CRM Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted 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 Agile 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 Odoo ERP Self Hosted to Agile CRM.

    (2 minutes)

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

Integration of Odoo ERP Self Hosted and Agile CRM

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.

Business intelligence.

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.

Integration of Odoo ERP Self Hosted and Agile CRM

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:

The process to integrate Odoo ERP Self Hosted and Agile 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 November 09,2022 06:11 pm