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Integrate Odoo ERP Self Hosted with Drift

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

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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 Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

Drift Integrations

Best ways to Integrate Odoo ERP Self Hosted + Drift

  • Odoo ERP Self Hosted Integration Drift Integration

    Odoo ERP Self Hosted + Drift

    Create or Update Contact From External to Drift 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...
    Drift Integration Create or Update Contact From External
  • Odoo ERP Self Hosted Integration Drift Integration

    Odoo ERP Self Hosted + Drift

    Update Known Contact in Drift 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...
    Drift Integration Update Known Contact
  • Odoo ERP Self Hosted Integration Drift Integration

    Odoo ERP Self Hosted + Drift

    Create or Update Contact From External to Drift from New Note in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted Integration New Note
     
    Then do this...
    Drift Integration Create or Update Contact From External
  • Odoo ERP Self Hosted Integration Drift Integration

    Odoo ERP Self Hosted + Drift

    Update Known Contact in Drift 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...
    Drift Integration Update Known Contact
  • Odoo ERP Self Hosted Integration Drift Integration

    Odoo ERP Self Hosted + Drift

    Create or Update Contact From External to Drift 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...
    Drift Integration Create or Update Contact From External
  • Odoo ERP Self Hosted Integration {{item.actionAppName}} Integration

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

    {{item.message}} Read More...
    Close
    When this happens...
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    Then do this...
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Connect Odoo ERP Self Hosted + Drift in easier way

It's easy to connect Odoo ERP Self Hosted + Drift 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 Message

    Triggers each time when a new message in a conversation is received.

    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 or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates 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 & Drift 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 Drift 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 Drift.

    (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 Drift

Odoo ERP Self Hosted is an open source software that helps in managing business processes. Odoo ERP is a suite of business applications that can be used to manage accounting, sales, inventory, CRM, project management, and more. It is available on a SaaS or on-premises deployment model.

On the other hand, Drift is an integrated chat, video calls, and screen sharing top that enables companies to connect with customers in real time. The big advantage of Drift is that it is available for free for up to 10 users. That makes Drift one of the most affordable tops for customer engagement.

Integration of Odoo ERP Self Hosted and Drift

Odoo ERP Self Hosted has the ability to integrate with third-party applications via APIs. If a company uses Odoo ERP and wants to connect it with Drift then the integration process can be started by connecting the two applications in their respective user interfaces.

Step 1. After logging into your Odoo ERP self-hosted account, go to ‘Settings’ menu:

Step 2. Navigate to the ‘Integrations’ page and click on ‘Connect’ (under ‘External Integrations’):

Step 3. From the drop down list select ‘Drift’:

Step 4. Now enter your Drift username, email address, and password:

Step 5. Click on ‘Save Changes’:

Step 6. In order to confirm the connection between Odoo ERP Self Hosted and Drift you will need to log out from your Odoo account and log in again. Upon logging in you will be able to see the fplowing message at the top of your application window. That indicates that your Odoo ERP Self Hosted account has been successfully connected to Drift.

Benefits of Integration of Odoo ERP Self Hosted and Drift

Integration of Odoo ERP Self Hosted and Drift gives companies an opportunity to have a seamless customer engagement by using a single system. Since Odoo ERP Self Hosted is equipped with an API interface through which any external application can get connected to it, there is no need to spend extra money on software development services. All it takes is a few minutes of work to configure the integration between Odoo ERP Self Hosted and Drift.

The process to integrate Odoo ERP Self Hosted and Drift 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.