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Odoo ERP Self Hosted + Odoo CRM Integrations

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

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
Odoo CRM Alternatives

Looking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives

  • Airtable Airtable
  • Odoo ERP Self Hosted Odoo ERP Self Hosted

Best ways to Integrate Odoo ERP Self Hosted + Odoo CRM

  • Odoo ERP Self Hosted Odoo CRM

    Odoo ERP Self Hosted + Odoo CRM

    Create Lead/Opportunity to Odoo 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...
    Odoo CRM Create Lead/Opportunity
  • Odoo ERP Self Hosted Odoo CRM

    Odoo ERP Self Hosted + Odoo CRM

    Create Customer to Odoo 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...
    Odoo CRM Create Customer
  • Odoo ERP Self Hosted Odoo CRM

    Odoo ERP Self Hosted + Odoo CRM

    Update Customer in Odoo 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...
    Odoo CRM Update Customer
  • Odoo ERP Self Hosted Odoo CRM

    Odoo ERP Self Hosted + Odoo CRM

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

    Odoo ERP Self Hosted + Odoo CRM

    Create Customer to Odoo CRM from New Note in Odoo ERP Self Hosted Read More...
    Close
    When this happens...
    Odoo ERP Self Hosted New Note
     
    Then do this...
    Odoo CRM Create Customer
  • 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 + Odoo CRM in easier way

It's easy to connect Odoo ERP Self Hosted + Odoo 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 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 Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo ERP Self Hosted & Odoo 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 Odoo 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 Odoo 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 Odoo CRM

Odoo ERP Self Hosted is an open source software available for free, while Odoo CRM is a more advanced version of the same software for more complicated business needs. Odoo ERP Self Hosted can be used for small businesses or home-based businesses, while Odoo CRM is aimed at more professional usage. The two are integrated together to provide an all-in-one spution for businesses of all sizes. A business user can handle invoices, sales orders, maintain customer relationships, manage appointments, and create quotes, among other business functions.

The main benefit of using Odoo ERP Self Hosted is the price. It is an open source software so it does not cost anything. A business can use it freely without having to worry about spending money on it. A business user can get started immediately without having to go through the process of setting up a server or buying licenses. All that is needed is a website hosted on Odoo’s servers. Additional features are available through the subscription service offered by Odoo. These features include consulting services, technical support, and assistance in migrating to the cloud.

Another benefit of using Odoo ERP Self Hosted and Odoo CRM is that it can be used in any industry and in any country. Companies that cannot afford expensive software like Microsoft Dynamics ERP can still use Odoo ERP Self Hosted and Odoo CRM to run their business. It does not require any additional hardware either. A business can use its existing computer or laptop to run it. As long as there is internet connectivity, the business can use it.

Odoo ERP Self Hosted and Odoo CRM can be set up in one day. Everything is done online and the system is easy to use. Business users do not have to spend time learning how to use it because the interface is very intuitive and simple. The backend provides a lot of flexibility and customization options so businesses can fully utilize its capabilities and integrate it with other systems and applications within the organization.

It is an effective and affordable spution for businesses of all sizes to integrate their workflow and operations together. It caters to all kinds of businesses too such as service providers, manufacturers, distributors, e-commerce sites, among others. It allows businesses to take advantage of the opportunities given by technpogy without sacrificing their operations and systems. This has proven to be very beneficial for many businesses since it allows them to cut down on costs while providing a better service to their customers.

The process to integrate Odoo ERP Self Hosted and Odoo 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.