Odoo CRM + Appy Pie Chatbot Integrations

Appy Pie is an integrated development platform that allows the creation of Business Apps fast. It has a set of tops to build a full-fledged chatbot in minutes. Odoo is the most popular open source CRM that has all the functionalities required by the businesses. Appy Pie can be used to integrate Odoo with the Chatbot and make it smarter.

Integration of Odoo and Appy Pie Chatbot is easy when you fplow the steps given below:

Step 1. Create an Appy Pie Chatbot on Appy Pie.

Step 2. Connect Odoo with Appy Pie Chatbot.

Step 3. Enter the data from Odoo into Appy Pie Chatbot.

Step 4. Use the data of Appy Pie Chatbot inside Odoo.

• Create an Appy Pie Chatbot on Appy Pie

The process of creating an Appy Pie Chatbot is easy and simple, but it will take time to create the first one because you need to learn how the user interface works. The design of the app is attractive and appealing to users so that they can use it easily. You need to sign up on Appy Pie website for getting started. You cannot work on any of the apps unless you have an active subscription plan. You will find a list of available templates for making a chatbot. Choose ‘Odoo CRM’ template as shown in the screenshot below.

The next step is to give a name to your app and select the primary language of your choice. After that, you will be taken to the ‘Select Conversation Flow template’ page. Here, you can select the best template for your app from over 20+ available templates. Select ‘Map Your Domain’ from the drop-down menu and click on ‘Next’ button as shown in the screenshot below. After selecting the template, you will be taken to a new page where you will have to enter some details about your app and click on ‘Next’ button again as shown in the screenshot below.

Now, you are taken to another page where you have to input some details about your app such as category, description, tags, etc., as shown in the screenshot below. You will find all these details on this page when you create a new app in Odoo CRM. This is because both Odoo and Appy Pie use similar fields to store data. The final step is to click on ‘Create’ button to finish creating your app on Appy Pie. After clicking on ‘Create’ button, you will be taken to dashboard where you can see all the information related to your app such as current version, features, etc., as shown in the screenshot below.

Here, you can change or add some more features according to your requirements and then click on ‘Publish’ button to publish your app on Appy Pie app store.

• Connect Odoo with Appy Pie Chatbot

After creating an Appy Pie Chatbot, integrate it with Odoo CRM to make it more useful for your business. In this section, we will discuss how you can connect your Odoo CRM with Appy Pie Chatbot using a connector provided by Odoo. Open your Odoo CRM website and go to ‘Apps & Integrations’ tab as shown in the screenshot below. There you will find ‘Connectors’ tab as shown in the screenshot below where you can choose an appropriate connector for integrating with different apps. Click on ‘Chatbots’ tab to get started with integration process as shown in the screenshot below. Now choose your Appy Pie Chatbot from the drop-down menu as shown in the screenshot below and then click on ‘Next’ button. You will be taken to another page where you have to enter some details about your app such as name, url, category, etc., as shown in the screenshot below. After entering all the details, click on ‘Next’ button again. On the next page, you will get two options. a. Embed code in your application or b. Use our API (recommended. Since we are using an API for integration purpose, click on ‘Use our API (recommended)’ option and then click on ‘Next’ button again. Now you will be taken back to dashboard page of Odoo CRM where you can see a message saying that Appy Pie has been added as shown in the screenshot below. Now click on ‘Go back’ button and then click on ‘Go live’ button to finish the process of integration. You will find two new widgets there named ‘Appy Pie chatbot’ and ‘Appy Pie chatbot widget’ which will help you connect Appy Pie Chatbot with Odoo CRM as shown in the screenshot below. Install those two widgets from dashboard. Now we have installed two widgets but we need one more widget that will connect data between Odoo CRM and Appy Pie Chatbot. To install that widget, go to Appy Pie dashboard and click on ‘Apps Marketplace’ tab as shown in the screenshot below and then click on ‘Add New Application’ button as shown in the screenshot below. After clicking on ‘Add New Application’ button, you will be taken to a new page where you have to search for an app against which we can connect our Odoo CRM account. Search for your application name and click on ‘Connect’ button against that application name as shown in the screenshot below. After clicking on ‘Connect’ button, you will be taken to another page where you have to enter some details about your app such as name, url, etc., as shown in the screenshot below and click on ‘Save Changes’ button after entering all details required there. The next step is to click on ‘Get Access Token’ link appearing under the section of ‘OAuth2 Credentials’ as shown in the screenshot below and then copy that token value after clicking on it as shown in the screenshot below. Now go back to Odoo CRM dashboard where we have added two widgets earlier and paste that token value into OAuth2 Credentials section of Configure Widget window as shown in the screenshot below. Click on ‘Save’ button after pasting token value there. The next step is to create a new widget based on that token value which we have copied from Appy Pie dashboard earlier and we will get an access token value after creating that widget as shown in the screenshot below. Open that widget by clicking on its name and fill out all fields there with appropriate values as shown in the screenshot below. Then click on ‘Save Changes’ button after filling out all fields there with appropriate values as shown in the screenshot below. Note down that access token value received after creating this widget because we will need it later when we integrate our Odoo CRM with Appy Pie Chatbot using an API provided by Odoo CRM connection wizard as described later in this article. Now go back to dashboard page of Appy Pie Chatbot by clicking on its name appearing under Apps Marketplace tab as shown in the screenshot below and then click on ‘Edit’ button appearing under Configuration section as shown in the screenshot below. After clicking on ‘Edit’ button, you will be taken to a new page where you have to enter some details about your app such as name, title, description, image URL, etc., as shown in the screenshot below and then click on ‘Save Changes’ button after entering all required details there. On the same screen, scrpl down a bit until you find an API section where you have to enter an API Key value which was generated while creating an API for connecting Odoo CRM with Appy Pie Chatbot earlier as shown in the screenshot below and then click on ‘Save Changes’ button again after entering all required details there. Finally we have connected our Odoo CRM account with our newly created Appy Pie Chatbot via its API key value but we still need an access token value received from Appy Pie earlier which we had noted down earlier when we were creating an API for connecting our Odoo CRM account with our newly created Appy Pie Chatbot via its API key value through an access token value received from Appy Pie earlier which we had noted down earlier when we were creating an API for connecting our Odoo CRM account with our newly created Appy Pie Chatbot via its API key value

The process to integrate Odoo CRM and Appy Pie Chatbot 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.