?>

Odoo ERP Self Hosted + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Odoo ERP Self Hosted + Apptivo

  • Odoo ERP Self Hosted Apptivo

    Odoo ERP Self Hosted + Apptivo

    Add Employee in apptivo when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Calendar Event
     
    Then do this...
    Apptivo Add Employee
  • Odoo ERP Self Hosted Apptivo

    Odoo ERP Self Hosted + Apptivo

    Create Lead to apptivo from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Calendar Event
     
    Then do this...
    Apptivo Create Lead
  • Odoo ERP Self Hosted Apptivo

    Odoo ERP Self Hosted + Apptivo

    Create Opportunity to apptivo from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Calendar Event
     
    Then do this...
    Apptivo Create Opportunity
  • Odoo ERP Self Hosted Apptivo

    Odoo ERP Self Hosted + Apptivo

    Create Case to apptivo from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Calendar Event
     
    Then do this...
    Apptivo Create Case
  • Odoo ERP Self Hosted Apptivo

    Odoo ERP Self Hosted + Apptivo

    Create Contact to apptivo from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Calendar Event
     
    Then do this...
    Apptivo Create Contact
  • Odoo ERP Self Hosted {{item.actionAppName}}

    Odoo ERP Self Hosted + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Odoo ERP Self Hosted + Apptivo in easier way

It's easy to connect Odoo ERP Self Hosted + Apptivo 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.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    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 Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Odoo ERP Self Hosted & Apptivo 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 Apptivo 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 Apptivo.

    (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 Apptivo

Odoo ERP Self Hosted

Odoo is an open source ERP which is based on the web. It has a wide range of modules that are very helpful for business.

By using the Odoo Singularity module, it’s possible to create a self-hosted version of Odoo. This version can be installed on your own server, so no need to pay for any cloud services.

Apptivo

Apptivo CRM is a full-featured CRM software that helps in improving the business processes. Using Apptivo CRM, you can manage your leads, customers, quotes, orders and invoices in a single platform.

Integration of Odoo ERP Self Hosted and Apptivo

The integration of both Odoo ERP Self Hosted and Apptivo leads to increased efficiency in the workflow. For example, when an employee in Odoo ERP Self Hosted creates a new customer in the CRM, this customer will automatically get created in the Odoo ERP Self Hosted system. Hence, no manual effort is required to make sure that the information is synced between the two platforms. You can also integrate Apptivo into Odoo ERP Self Hosted to get the fplowing benefits:

  • A Single Sign-On for all users
  • Automatic Customer Uploads
  • Instant Communications
  • Automatic Opportunities Update
  • Automatic Project Updates
  • Auto Customer Fplow Up
  • Auto Sales Order Creation

Benefits of Integration of Odoo ERP Self Hosted and Apptivo

Integration of Odoo ERP Self Hosted and Apptivo works because both the platforms use the same data format (XML. Therefore, data can easily be shared between both the platforms. Few of the many benefits that come with integration of Odoo ERP Self Hosted and Apptivo are mentioned below:

Easy Customer Management. The integration of Odoo ERP Self Hosted and Apptivo makes it easy for you to manage your customers in one place. You can easily send emails to your customers or notify them about their orders through Apptivo. This helps to save time and improve sales opportunities. Automatic Opportunity Creation. When an opportunity is created in Apptivo, this opportunity gets automatically created in Odoo ERP Self Hosted as well. Hence, you need not spend time creating opportunities manually. You can automate the process and save time for better revenue generation. Improved Workflow. The integration of Apptivo and Odoo ERP Self Hosted helps you to improve your workflow significantly. By using this integration, you can track your project progress with ease, keep track of the tasks that have been done and those that are pending. You can also create invoices from within Apptivo and send them directly to your customers via email. All these features help you to increase productivity and improve sales opportunities through accurate management of activities and tasks.

In my opinion, integration of Odoo ERP Self Hosted and Apptivo is a good option for businesses as it helps them to save time and money while increasing productivity. Integration results in a seamless flow of data between the two platforms so that business owners do not have to waste time on manual entry of data or performing redundant tasks. Overall, it is a good investment for small businesses as it helps them to save time and money as well as increase productivity as they can now track their activities and tasks with ease.

The process to integrate Odoo ERP Self Hosted and Apptivo 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.