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Odoo CRM + Apptivo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best ways to Integrate Odoo CRM + Apptivo

  • Odoo CRM Apptivo

    Odoo CRM + Apptivo

    Add Employee in apptivo when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Apptivo Add Employee
  • Odoo CRM Apptivo

    Odoo CRM + Apptivo

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

    Odoo CRM + Apptivo

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

    Odoo CRM + Apptivo

    Create Case to apptivo from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Apptivo Create Case
  • Odoo CRM Apptivo

    Odoo CRM + Apptivo

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

    Odoo CRM + {{item.actionAppName}}

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

It's easy to connect Odoo CRM + Apptivo 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 Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How Odoo CRM & Apptivo 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 Apptivo 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 Apptivo.

    (2 minutes)

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

Integration of Odoo CRM and Apptivo

  • Introduction to Odoo CRM

Odoo CRM is an open source Customer Relationship Management (CRM. which is used for managing companies and organizations. It is also known as Odoo Sales, Odoo Commerce, Odoo 8, Odoo 9, Odoo 10, Odoo 11, Odoo 12, Odoo 13 etc. Odoo CRM is advanced software that is used by organizations in different sectors like IT, ITES, Insurance, Banking, Healthcare, Manufacturing etc.

  • Introduction to Apptivo

Apptivo is a cloud-based business management software which is used for managing every aspect of business from sales and marketing to customer support and HR. It is a cloud-based application that can be accessed from anywhere on any device with internet connection. Apptivo offers user friendly interface providing a wide range of features for businesses of all sizes.

Integration of Odoo CRM and Apptivo

If you are looking for a simple and affordable business application for managing business then you must consider Apptivo. In order to integrate Odoo CRM and Apptivo, you just have to add new module into your Odoo system which will automatically integrate your Odoo data with Apptivo. This integration will help you in using your Odoo data in Apptivo. Your data can be uploaded directly from your Odoo instances or it can be imported manually in the module. There are various benefits of integration of Odoo CRM and Apptivo which are being mentioned below:

  • Enhanced User Experience. Apptivo provides a highly interactive and simple user interface for its users while Odoo has the flexibility to customize the functionalities according to the user requirements.
  • New Business Opportunities. Integration of both Apptivo and Odoo provides new business opportunities for the users. The users can handle both sales and marketing aspects using one single platform. Sales and marketing campaigns can be planned and executed using this integrated platform.
  • Cplaboration. Integration of both Odoo and Apptivo helps in cplaboration between sales and marketing by sharing information and documents and having discussions about the progress of each project.
  • Time Saving. Integrating both Odoo and Apptivo can save time of users because they can use just one application for their sales and marketing activities instead of using separate applications for each task. They do not need to switch between two applications in order to see what is happening in their business.
  • Easy Data Transfer. Integration of both Odoo and Apptivo helps in easy transfer of data from one platform to another without any loss of information. The data can be transferred quickly and easily so there is no need to worry about losing data by accidental deletion or corruption of files.
  • Reduced Total Cost. Integration of both platforms helps in reduced total cost because it reduces the number of platforms that need to be used by the organization. It also reduces the expenditure on purchase, installation and maintenance of separate applications as well as on hiring software engineers who can create custom sputions as per the requirements of business.

Benefits of Integration of Odoo CRM and Apptivo

With integration between Odoo and Apptivo, the fplowing benefits can be achieved:

  • Improved Sales. Improved sales can be achieved by integrating Odoo and Apptivo because users can track their customers better and keep their target customers engaged with ongoing sales activities.
  • Better Marketing. Better marketing results can be achieved by integrating Odoo and Apptivo because users can manage their marketing campaigns effectively using one system which helps them in creating targeted marketing campaigns using real-time customer information.
  • Better Customer Support. Improved customer support can be achieved by integrating Odoo and Apptivo because users will be able to know about customer behavior through real-time analytics and then they can respve issues quickly before they escalate further. With integration between platforms, customers will also be satisfied because they can get sputions to their problems quickly and accurately without having to wait for long hours or even days for getting a spution to their problem.

The process to integrate Odoo CRM and Apptivo 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.