Integrate Odoo CRM with Alegra

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Alegra

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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.

About Alegra

Alegra is cloud-based accounting software for small firms and entrepreneurs that streamlines administrative tasks.

Alegra Integrations

Best Odoo CRM and Alegra Integrations

  • Odoo CRM Integration Alegra Integration

    Odoo CRM + Alegra

    Create Contact to Alegra from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Alegra Integration Create Contact
  • Odoo CRM Integration Alegra Integration

    Odoo CRM + Alegra

    Create Tax to Alegra from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Alegra Integration Create Tax
  • Odoo CRM Integration Alegra Integration

    Odoo CRM + Alegra

    Send Estimate in Alegra when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Alegra Integration Send Estimate
  • Odoo CRM Integration Alegra Integration

    Odoo CRM + Alegra

    Send Invoice in Alegra when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Alegra Integration Send Invoice
  • Odoo CRM Integration Alegra Integration

    Odoo CRM + Alegra

    Create Item to Alegra from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Alegra Integration Create Item
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Alegra in easier way

It's easy to connect Odoo CRM + Alegra without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Contact

    Triggers when a new contact is created.

  • New Estimate

    Triggers when a new estimate is created in Alegra.

  • New Invoice

    Triggers when a new invoice is created.

  • New Item

    Triggers when a new product or service is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Contact

    Crear un contacto nuevo. Creates a new contact.

  • Create Estimate

    Crear una nueva cotización. Creates a new estimate.

  • Create Invoice

    Crear una nueva factura de venta. Create a new invoice.

  • Create Invoice Payment

    Create a new Invoice Payment. Crear un nuevo pago a factura.

  • Create Item

    Crear ítem en Alegra. Create a Item in Alegra.

  • Create Tax

    Crear un impuesto para ítems. Create a Tax for Items.

  • Send Estimate

    Enviar una cotización por correo. Send an estimate via email.

  • Send Invoice

    Enviar una factura por email. Send an invoice by email.

  • Update Contact

    Actualizar un contacto en Alegra. Update an Alegra contact from a trigger.

  • Update Item

    Actualizar un ítem en Alegra. Update an item in Alegra.

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

How Odoo CRM & Alegra Integrations Work

  1. Step 1: Choose Odoo CRM 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 Alegra 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 CRM to Alegra.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and Alegra

  • Odoo CRM?
  • Odoo is a platform for building business applications. It is a suite of web-based open source business apps that can be used to manage your entire company from sales, marketing, manufacturing, purchasing and accounting to human resources. In other words, Odoo is a the application that will take care of your entire business. It helps you to achieve success in your business.

    Odoo is a complete spution to manage your entire business. Odoo is available in every industry, it has something for everyone. Whether you are a restaurant owner, a taxi driver or a shopkeeper, Odoo has a module for you. It is a complete spution to manage your entire business. Odoo is available in every industry, it has something for everyone. Whether you are a restaurant owner, a taxi driver or a shopkeeper, Odoo has a module for you. It is a complete spution to manage your entire business. Odoo can also be customized according to your needs. With the help of the Odoo Community, you can customize it according to what you need and can even contribute to its development.

    Odoo is a cloud-based application. It allows the user to access it from anywhere and does not require any installation on your device. Furthermore, it provides a secure environment for the user and ensures the safety of their data. Odoo is used by more than 700k business users from more than 190 countries.

  • Alegra?
  • Alegra our of the box CRM software for small and medium sized businesses. It helps companies of all sizes grow their businesses by providing them with effective online CRM sputions which help them maintain contact with their clients, engage them and capture new leads. It provides users with a platform on which they can manage contacts, opportunities, tasks, quotes etc., effectively and efficiently.

    Alegra provides a wide range of modules for a variety of businesses. These modules include Sales Management, Marketing Management, Service Management, Accounts Management, Project Management and Invoice Management etc. It enables users to connect with their clients through timely communications and offers them multiple channels such as email marketing, SMS marketing, social media marketing etc., For each channel, Alegra offers targeted tops which allow businesses to market their products and services effectively and efficiently.

    Furthermore, it provides real-time sales and marketing performance tracking and reporting so that businesses can understand how their marketing efforts are creating leads and sales and can make necessary adjustments where required. Alegra also provides tops which allow companies to analyze their sales and marketing efforts and plan future strategies accordingly.

  • Integration of Odoo CRM and Alegra
  • Integration of Odoo CRM and Alegra makes sense as both these products work towards helping small and medium sized businesses achieve success in their respective industries. They complement each other’s strengths and make the overall experience even better for businesses using either product individually. The integration of these two products allows companies to manage their businesses efficiently and effectively regardless of which product they use through unified dashboard and reports which allow users to track their performance regardless of which product they use. Integration of Odoo CRM and Alegra makes sense as both these products work towards helping small and medium sized businesses achieve success in their respective industries. They complement each other’s strengths and make the overall experience even better for businesses using either product individually. The integration of these two products allows companies to manage their businesses efficiently and effectively regardless of which product they use through unified dashboard and reports which allow users to track their performance regardless of which product they use.

    Through this integration, companies can bring together their contacts from Odoo CRM with the leads generated by Alegra so that they have an accurate record of who came through which channel so that they can reach out to them effectively through the right channel at the right time keeping them engaged throughout the process so that they do not lose interest or leave before closing the deal or engaging them if they are not ready to buy yet etc., Companies can also integrate their accounts payable system with Odoo so that payments are automatically made after invoices are generated in Alegra then reconciled at regular intervals using Odoo’s integrated accounting module. This should be done before the invoices are generated in Alegra so that users don’t have to manually reconcile accounts at regular intervals. Through this integration, companies can bring together their contacts from Odoo CRM with the leads generated by Alegra so that they have an accurate record of who came through which channel so that they can reach out to them effectively through the right channel at the right time keeping them engaged throughout the process so that they do not lose interest or leave before closing the deal or engaging them if they are not ready to buy yet etc., Companies can also integrate their accounts payable system with Odoo so that payments are automatically made after invoices are generated in Alegra then reconciled at regular intervals using Odoo’s integrated accounting module. This should be done before the invoices are generated in Alegra so that users don’t have to manually reconcile accounts at regular intervals.

  • Benefits of Integration of Odoo CRM and Alegra
  • The process to integrate 403 Forbidden and 403 Forbidden 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.