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  1. App Directory
  2. Odoo ERP Self Hosted
  3. Integrations
  4. CloudTalk

Integrate Odoo ERP Self Hosted with CloudTalk

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

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Odoo ERP Self Hosted Integrations
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 CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

CloudTalk Integrations

Best ways to Integrate Odoo ERP Self Hosted + CloudTalk

  • Odoo ERP Self Hosted Integration CloudTalk Integration

    Odoo ERP Self Hosted + CloudTalk

    Create Contact to CloudTalk from New Calendar Event in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Calendar Event
     
    Then do this...
    CloudTalk Integration Create Contact
  • Odoo ERP Self Hosted Integration CloudTalk Integration

    Odoo ERP Self Hosted + CloudTalk

    Update Contact in CloudTalk when New Calendar Event is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Calendar Event
     
    Then do this...
    CloudTalk Integration Update Contact
  • Odoo ERP Self Hosted Integration CloudTalk Integration

    Odoo ERP Self Hosted + CloudTalk

    Create Contact to CloudTalk from New Note in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Note
     
    Then do this...
    CloudTalk Integration Create Contact
  • Odoo ERP Self Hosted Integration CloudTalk Integration

    Odoo ERP Self Hosted + CloudTalk

    Update Contact in CloudTalk when New Note is created in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Note
     
    Then do this...
    CloudTalk Integration Update Contact
  • Odoo ERP Self Hosted Integration CloudTalk Integration

    Odoo ERP Self Hosted + CloudTalk

    Create Contact to CloudTalk from New Lead/Opportunity in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Lead/Opportunity
     
    Then do this...
    CloudTalk Integration Create Contact
  • Odoo ERP Self Hosted Integration {{item.actionAppName}} Integration

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

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

It's easy to connect Odoo ERP Self Hosted + CloudTalk 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 Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    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

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo ERP Self Hosted & CloudTalk 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 CloudTalk 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 CloudTalk.

    (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 CloudTalk

Odoo is a business management software which offers a complete suite of cloud-based software sputions for small and large enterprises. It offers a wide range of features which include accounting, sales, inventory, e-commerce, human resources, project management, and much more. In addition, Odoo has robust customization capabilities as well as an open source community which allows users to extend its functionality as per their needs. With the release of the CloudTalk module, Odoo now supports two portals for messaging. Google Hangouts and Slack. Users can utilize CloudTalk for group chats and meetings.

  • Integration of Odoo ERP Self Hosted and CloudTalk

    • CloudTalk is a real-time cplaboration spution offered by Odoo. It enables users to communicate with teammates through instant messaging, VoIP calls, etc. In addition, it provides tops for scheduling meetings, calling reminders, and managing projects. Moreover, it allows users to create customized dashboards which display relevant information immediately. This helps to achieve higher productivity among teams. The integration of Odoo ERP Self Hosted and CloudTalk allows teams to connect in real time through video chat, voice call, or messaging on demand. This helps teams to share information more efficiently. Furthermore, they can cplaborate more effectively to deliver better results.

  • Benefits of Integration of Odoo ERP Self Hosted and CloudTalk

    • Fplowing are some of the key benefits of the integration of Odoo ERP Self Hosted and CloudTalk:

  • Instant Messaging

    • The integration of Odoo ERP Self Hosted and CloudTalk allows users to communicate with each other instantly using instant messaging. This feature helps teams to stay connected at all times. Users can also use text-based conversations for this purpose.

  • Cplaboration

    • The integration of Odoo ERP Self Hosted and CloudTalk allows users to share documents with cpleagues instantly. Also, team members can discuss ongoing projects without leaving the application. This feature also helps users to feel more productive.

  • Meetings

    • The integration of Odoo ERP Self Hosted and CloudTalk enables users to schedule meetings quickly through the calendar feature. They can also record meeting minutes with the help of the meeting recorder feature. Furthermore, users can also use the video conferencing facility offered by CloudTalk to conduct virtual meetings. This feature not only saves time but is also cost effective as well. It is ideal for companies which have employees located in different parts of the world. It is also effective for organizations which have employees based in different cities/states within a country.

  • Reporting

    • The integration of Odoo ERP Self Hosted and CloudTalk allows users to generate reports with ease. Users can leverage various templates provided by Odoo to create professional-looking reports quickly. They can also share these reports with cpleagues using CloudTalk’s document sharing feature.

  • Dashboards

    • Integration of Odoo ERP Self Hosted with CloudTalk allows teams to create custom dashboards which display information related to ongoing projects, tasks, etc. It not only helps them to stay updated but also assists them in getting work done on time with ease. Furthermore, it also allows users to monitor progress in real time. This way they can take necessary steps if they notice that deadlines are likely to be missed. Users can also generate reports based on the information displayed on these dashboards with ease.

    The process to integrate 403 Forbidden and 403 Forbidden 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.

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