Integrate Odoo ERP Self Hosted with Customerly

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

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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 Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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

Explore quick connects
Connect Odoo ERP Self Hosted + Customerly in easier way

It's easy to connect Odoo ERP Self Hosted + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Odoo ERP Self Hosted & Customerly 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 Customerly 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 Customerly .

    (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 Customerly

Odoo ERP Self Hosted is a cloud based ERP system designed as per the requirements of small and medium sized businesses. The customized version of Odoo ERP is a cloud based ERP spution built with the help of Odoo ERP SaaS. It delivers the best cost-effective spution to the SMEs. Customerly is the multi-channel customer management spution that makes it easy for companies to engage with their customers across multiple channels like email, phone, website, social networking sites, etc. Integrating Odoo ERP Self Hosted and Customerly can be beneficial for the business.

Integration of Odoo ERP Self Hosted and Customerly can help in identifying the precise details of views and visitors. The data from both these platforms can be integrated and detailed information gathered about the company’s target market. With integration between Odoo ERP Self Hosted and Customerly, the businesses can get detailed information about the leads generated by Odoo ERP Self Hosted and experienced by Customerly. Therefore, integration between Odoo ERP Self Hosted and Customerly can be helpful in tracking and optimizing marketing efforts. Integration between Odoo ERP Self Hosted and Customerly can allow the business owners to manage their customers’ queries. They can also find out the scheduled appointments, make new appointments, reschedule or cancel existing appointments, etc. Integration between Odoo ERP Self Hosted and Customerly can help in connecting the customers with their sales representatives.

In conclusion, it can be said that integrating Odoo ERP Self Hosted and Customerly can help in effective customer relationship management.

The process to integrate Odoo ERP Self Hosted and Customerly 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 January 25,2023 05:21 pm