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Integrate Odoo ERP Self Hosted with EngageBay

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

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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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best ways to Integrate Odoo ERP Self Hosted + EngageBay

  • Odoo ERP Self Hosted Integration EngageBay Integration

    Odoo ERP Self Hosted + EngageBay

    Create Contact to EngageBay 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...
    EngageBay Integration Create Contact
  • Odoo ERP Self Hosted Integration EngageBay Integration

    Odoo ERP Self Hosted + EngageBay

    Add Tag to Contact in EngageBay 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...
    EngageBay Integration Add Tag to Contact
  • Odoo ERP Self Hosted Integration EngageBay Integration

    Odoo ERP Self Hosted + EngageBay

    Remove Tag From a Contact in EngageBay 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...
    EngageBay Integration Remove Tag From a Contact
  • Odoo ERP Self Hosted Integration EngageBay Integration

    Odoo ERP Self Hosted + EngageBay

    Create or Update Contact to EngageBay 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...
    EngageBay Integration Create or Update Contact
  • Odoo ERP Self Hosted Integration EngageBay Integration

    Odoo ERP Self Hosted + EngageBay

    Add Contact to Sequence in EngageBay 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...
    EngageBay Integration Add Contact to Sequence
  • 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...
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Connect Odoo ERP Self Hosted + EngageBay in easier way

It's easy to connect Odoo ERP Self Hosted + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

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

How Odoo ERP Self Hosted & EngageBay 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 EngageBay 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 EngageBay.

    (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 EngageBay

Odoo ERP Self Hosted is a web-based platform which is available on the internet. It is an integrated business management software that helps businesses to manage their daily activities and improve business growth. It can be installed on your own server or it can be hosted on cloud. The best part of this program is that it is easy to use, flexible, highly customizable and secure. This application includes many business sputions like accounting, sales and marketing, manufacturing, human resources, CRM and inventory management.

EngageBay is a unique marketing platform which contains all the tops needed for ecommerce store owners. It helps users to generate leads, increase sales and create powerful marketing strategies. It is a complete ecosystem for online sellers by providing everything from market research to online marketing tops, you will definitely get great results for your website. The best thing about EngageBay is that it works as a plug-in and creates a bridge between Odoo ERP Self Hosted and your customer database.

The integration of these two applications is very useful for online merchants. It will help them to engage in the marketplace with their customer database and increase customer retention along with sales. It will also provide them with additional features like connecting multiple stores, tracking orders, product reviews, and customer reviews. With this integration, ecommerce store owners can easily connect their product catalog with Odoo ERP Self Hosted and manage products in bulk. Also they will get the assurance of customer satisfaction by providing them with customer support and feedback. They can also manage their customers' address details and manage customer feedback on their website.

Benefits of Integration of Odoo ERP Self Hosted and EngageBay:

It provides real-time data updates of the shop status like stock, order status etc.

It enables you with the ability to compare products from multiple stores and display them in one shop.

It enables you to export bulk information from Odoo ERP Self Hosted to EngageBay so that you can use it as a central repository for all your orders/customers and products.

As we have discussed above, the integration of Odoo ERP Self Hosted and EngageBay has many advantages for online sellers. By using this integrated platform, they can easily manage their business processes and improve their business performance by providing better customer experience.

The process to integrate Odoo ERP Self Hosted and EngageBay 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.