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Odoo ERP Self Hosted + Freshsales Integrations

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

  • 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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

Looking for the Freshsales Alternatives? Here is the list of top Freshsales Alternatives

  • Xero Xero

Best ways to Integrate Odoo ERP Self Hosted + Freshsales

  • Odoo ERP Self Hosted Freshsales

    Odoo ERP Self Hosted + Freshsales

    Create Lead to Freshsales 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...
    Freshsales Create Lead
  • Odoo ERP Self Hosted Freshsales

    Odoo ERP Self Hosted + Freshsales

    Update Lead in Freshsales 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...
    Freshsales Update Lead
  • Odoo ERP Self Hosted Freshsales

    Odoo ERP Self Hosted + Freshsales

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

    Odoo ERP Self Hosted + Freshsales

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

    Odoo ERP Self Hosted + Freshsales

    Create Lead to Freshsales from New Lead/Opportunity in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Lead/Opportunity
     
    Then do this...
    Freshsales Create Lead
  • 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 + Freshsales in easier way

It's easy to connect Odoo ERP Self Hosted + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead 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

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Odoo ERP Self Hosted & Freshsales 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 Freshsales 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 Freshsales.

    (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 Freshsales

Odoo ERP Self Hosted is open source business management software that is used for effective management of business operations. It has the features of accounting, sales, customers, inventory, manufacturing, project management, digital marketing, reporting, dashboard, reporting, time tracking and many more. Odoo ERP Self Hosted provides the integration with Freshsales which helps in sales & marketing automation.

Freshsales is a sales & marketing automation top that helps small businesses to increase their sales through an intelligent sales automation platform. It has features like real-time reporting, automated emailing, lead management, sales forecast analytics, sales pipeline, activity stream, data analytics and many more.

The integration of Odoo ERP Self Hosted and Freshsales is beneficial for the fplowing reasons:

Integration of Odoo ERP Self Hosted and Freshsales reduces the time required to manage your business operations since it automates most of the tasks associated with business operations.

Freshsales has the integration with other tops like Google Analytics so the data cplected can be analysed easily.

It can also integrate with Xero accounting software, Google Analytics and Zapier for seamless operation.

Integration of Odoo ERP Self Hosted and Freshsales helps in increasing productivity as it minimises manual work and increases efficiency.

Freshsales helps to generate revenue by helping you build better relationships with your customers through auto-responders.

The auto-responders help to keep your customers updated about new products or services available in your company.

It helps to make your business more profitable by providing accurate sales predictions. The forecasting feature helps you to plan your budget based on the expected sales.

It also helps to make your business more productive by automating repetitive tasks like sending emails to leads or removing leads automatically which are inactive for a long time.

According to the above discussion, it can be concluded that integration of Odoo ERP Self Hosted and Freshsales is beneficial for any business as it will help the business owners in increasing productivity and accuracy of data.

The process to integrate Odoo ERP Self Hosted and Freshsales 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.