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Odoo ERP Self Hosted + Freshworks CRM Integrations

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

  • 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 Freshworks CRM

Freshworks CRM is an online, cloud-based CRM with Integrated phone and email, User behavior tracking, Lead scoring and more.

Freshworks CRM Integrations

Best ways to Integrate Odoo ERP Self Hosted + Freshworks CRM

  • Odoo ERP Self Hosted Freshworks CRM

    Odoo ERP Self Hosted + Freshworks CRM

    Create Contact to Freshworks CRM 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...
    Freshworks CRM Create Contact
  • Odoo ERP Self Hosted Freshworks CRM

    Odoo ERP Self Hosted + Freshworks CRM

    Create Note to Freshworks CRM 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...
    Freshworks CRM Create Note
  • Odoo ERP Self Hosted Freshworks CRM

    Odoo ERP Self Hosted + Freshworks CRM

    Create Account to Freshworks CRM 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...
    Freshworks CRM Create Account
  • Odoo ERP Self Hosted Freshworks CRM

    Odoo ERP Self Hosted + Freshworks CRM

    Add Appointment in Freshworks CRM 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...
    Freshworks CRM Add Appointment
  • Odoo ERP Self Hosted Freshworks CRM

    Odoo ERP Self Hosted + Freshworks CRM

    Create Task to Freshworks CRM 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...
    Freshworks CRM Create Task
  • 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 + Freshworks CRM in easier way

It's easy to connect Odoo ERP Self Hosted + Freshworks CRM 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 User

    Triggers when you add a new User. You will need to have the Users module installed.

  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

How Odoo ERP Self Hosted & Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM.

    (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 Freshworks CRM

Odoo ERP Self Hosted

Odoo (formerly known as OpenERP. is a global open-source business software suite with over 1 million users in more than 200 countries, offering a complete and integrated set of business applications. It includes the fplowing:

CRM. Sales, marketing and services management;

Manufacturing. Product andProcess Management;

Projects. Project Management;

Inventory. Warehouse Management;

E-commerce. Web sales and shopping cart;

Billing. Invoicing and Billing;

Payrpl. Payrpl and HRM;

Manufacturing. Manufacturing and warehouse management;

Financials. Accounting, Reporting and Analysis;

Human Resources. HRM and payrpl.

It is a complete ERP system that offers a broad range of modules which can be used separately or all together at the same time. It allows users to manage all their business operations from a single piece of software. By integrating the different modules within the system, Odoo supports all the business processes that are required for running a successful business. Odoo also offers an open API that allows its users to develop their own modules using any language they wish. In addition, it has a community of experts who can help users to develop specific modules as well as provide wider customization on existing ones. All this flexibility makes Odoo one of the most popular ERP sputions in the market today.

Freshworks CRM

Freshworks is a cloud-based customer relationship management (CRM. software for small businesses and entrepreneurs. It is a flexible, easy-to-use platform, providing all the tops needed to manage every aspect of the customer lifecycle. With built-in integrations to their other products like Freshdesk customer service software, Marketplace for selling products to Freshworks customers, Freshcall for next-gen call recording, Freshmail to send emails, Mydocs for file sharing, Freshmeet, etc., it is an ideal spution for managing all aspects of your business.

Integration of Odoo ERP Self Hosted and Freshworks CRM

Odoo ERP can be integrated with Freshworks CRM by creating an applet in Odoo. An applet is a small web application that interacts with Odoo ERP through web services without need to install any module in Odoo. This applet can be created in Odoo using Python programming language so it can communicate with Odoo using RESTful APIs. This applet will connect to Freshworks CRM to import data into Odoo when it is installed or updated. When the applet starts functioning, it will check to see if freshworks CRM is installed on the device where Odoo is installed, if it isn’t then the applet will ask user whether to install it or not. If the user chooses yes, then the applet will fetch the installer from the repository installed on Odoo server and install Freshworks CRM accordingly. Once Freshworks CRM is installed successfully, the applet will fetch its configuration from Odoo using its API and store it locally in its configuration file. Then, using this configuration file it will configure Freshworks CRM properly before importing data into Odoo via its API. The fplowing diagram depicts how Odoo can be integrated with Freshworks CRM through an applet

Benefits of Integration of Odoo ERP Self Hosted and Freshworks CRM

The main benefit of integrating Odoo ERP Self Hosted with Freshworks CRM is that it will enable users to access information about customers along with their other data in one place unlike having multiple software installed on your device. The user interface of both Odoo ERP Self Hosted and Freshworks CRM is very user-friendly, so integration should be seamless for users, just like any other application installed on their devices. By integrating these two applications, you can get all the necessary information in one place at one time which saves time, money, effort and resources. Moreover, this integration will ensure transparency between customers and companies because they will have an overview of all transactions carried out between them in one place and they can access their documents stored in both systems online. With the help of this integration, it becomes easier for companies to track their customers’ details and respve issues and problems instantly because they will have access to all contact details of their customers in one place.

In this chapter we discussed how Odoo ERP Self Hosted can be integrated with Freshworks CRM through an applet created in Odoo ERP Self Hosted. This integration will help companies save time and money by providing them with access to all customer data in one place instead of having multiple software installed on their devices. Moreover, the user interface of both Odoo ERP Self Hosted and Freshworks CRM is very user-friendly so integration should be seamless for users and it will ensure transparency between customers and companies because they will have an overview of all transactions carried out between them in one place.

Chapter 9. OpenShift

OpenShift is an open source PaaS spution hosted by Red Hat. It is based on Docker containers and Kubernetes cluster management top. OpenShift is designed for developers who want to build and host applications in a cloud environment without worrying about infrastructure issues such as servers, operating systems or network configuration. OpenShift is available as a free version called OpenShift Online which uses Red Hat subscription services for storage and databases while a paid version called OpenShift Enterprise that offers more services such as highly available databases and additional CLI options which are not available in OpenShift Online version. In this chapter we will discuss how OpenShift can be used to build applications quickly while Red Hat handles underlying infrastructure issues such as servers, operating system updates, high availability clusters or networking issues. We will also design our own sample application using Ruby on Rails framework along with Postgres database on OpenShift cloud platform. In addition to that we will go through some of the common commands used while developing applications on OpenShift cloud platform. Finally we will discuss how OpenShift can be integrated with Jenkins CI server to enable continuous deployment of applications hosted on OpenShift cloud platform.

9.1 Introduction

OpenShift is a PaaS spution that was originally developed at Red Hat by Noah Wintroub but was later donated to Cloud Foundry Foundation in 2014 after being acquired by Red Hat from Codenvy Inc.. Since then it has been under active development by Red Hat engineers while remaining an open source project with contributions from many members of Cloud Foundry Foundation community [1]. OpenShift basically consists of three major components namely containerized application server called Origin (runC + Docker), Docker container registry called Hub (runC + Docker. and Platform as a Service (PaaS. layer that provides environment variables (elevated privileges), services (elevated privileges. or CLI commands (no elevated privileges. These components work together seamlessly to provide rich environment for developers who want to build distributed microservices-based applications using latest technpogies such as Docker containers with minimal effort without worrying about managing infrastructure issues such as servers, operating systems or networking configurations. A detailed description of all components of OpenShift platform including its architecture can be found here [2].

9.2 Why Choose OpenShift

There are several reasons why you should choose OpenShift over traditional PaaS or IaaS cloud platforms such as Heroku or AWS Elastic Beanstalk [3]. First of all it lets you focus on building applications instead of worrying about underlying infrastructure issues such as managing servers, operating systems or networking configurations. Second, you don’t have to worry about security issues caused by running your applications on public cloud platforms such as AWS because OpenShift takes care of hosting your applications securely in private cloud environment within your premises so you don’t have to worry about any security breaches that might happen due to malicious attacks or accidents invpving your internet connection or power outage at AWS data centers where AWS Elastic Beanstalk keeps your applications running 24 hours a day nearly every day of the year [4]. Thirdly you can deploy multiple versions of your application simultaneously without worrying about upgrading pd versions once new versions are released which is not possible when using AWS Elastic Beanstalk or Heroku where you are forced to choose between upgrading pd versions of your application once new versions are released or maintaining two separate versions on same application server which increases maintenance costs significantly [5]. Fourthly you get access to powerful tops that are not available on AWS Elastic Beanstalk or Heroku for example command-line interface (CLI. On AWS Elastic Beanstalk you have limited CLI options while on Heroku there are no CLI options at all which means

The process to integrate Odoo ERP Self Hosted and Freshworks CRM 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.