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.
Bitly is a link management software, which helps organizations create and manage custom URLs to support marketing campaigns.
It's easy to connect Odoo CRM + Bitly without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Trigger when you create a New Bitlink.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Saves a Bitlink to your user history in Bitly. Returns a shortened URL.
Odoo is an open source ERP (Enterprise Resource Planning. software. It is a modern and user-friendly top for managing companies and business processes. It combines features of different business applications, such as accounting, accounting and invoicing, inventory management and procurement and sales. Odoo offers a complete set of tops for small and medium businesses. from financial accounting to the creation of business objects, while providing modern sputions for e-commerce. The program can also be used by large enterprises. Odoo has a free version and offers paid versions with additional functionality.
Bitly is a short link service that allows users to create short links for sharing content. When creating a link through Bitly, you get additional analytics about your content, such as the number of clicks, where your audience is coming from and what they did when they got to your page.
Odoo provides many modules that allow you to create web pages and then to connect these pages with your company’s tasks and processes. For example, you can use the fplowing modules to create web pages with your contact information. Products, Contacts, Customers, Leads, Team members, Orders, Quotes, Invoices, Credit notes. You can also use the Configure module to configure the connection between the web pages, which were created earlier, and your business processes so that users can perform certain actions on your web pages after filling out an appropriate form. Thus, the web page with the list of customers will be available only for those users who have sales manager assigned to them in the Salesperson field. On the other hand, the web page with the list of orders will be available only for those users who have sales manager assigned to them in the Salesperson field.
To connect any web page with Bitly, you need to install the Webhook module. This module allows you to integrate any website or application into Bitly. First, you need to register Bitly account at https://bitly.com/a/login. After registration you are redirected to your profile page where you can find your API key. Then you need to create a new application by clicking on the Create application button. Then this application will be automatically added to your account or you can go to Applications section on your profile page and add it yourself. After that you can copy your API key and paste it into the Webhook settings form in the Webhook module configuration page. Then you need to select one of the three operation modes. POST operation mode is used to create shortened links using the default URL scheme; GET operation mode is used to receive shortened URLs; PUT operation mode is used to update existing shortened URLs. For security reasons, the default URL scheme requires you to specify some parameters including user authentication token. To get this token you need to go to Settings page on your Bitly account and click on the Get tokens button. Then you need to specify whether you want to generate tokens for all of your users or only for yourself or some other user with whom you want to interact through Bitly. At this point, you need to specify the application ID (the ID of the application that will be used by Odoo), key (your API key), secret (your API secret. Then click on Get tokens button again and this time you need to specify whether you want to generate tokens for all of your users or only for yourself or some other user with whom you want to interact through Bitly. After clicking on Generate tokens button you will see new tokens on your screen (you will see a string of letters and numbers. The first token is a private token which can be used by anyone who wants to access your account from a private browser session without revealing their username or password. The second token is a public token which can be used by anyone who wants to access your account using Bitly’s public app from a public browser session without revealing their username or password. Then you need to copy these two tokens and paste them into the Bitly tokens field in the Webhook settings form in the Webhook module configuration page in Odoo. After that you have configured Odoo so that whenever someone creates a Bitly short link using a public app from a public browser session this short link will be connected with a web page in Odoo created using a webhook connected with Odoo using a POST operation mode. If you want to create a short link using a private app from a private browser session then you need to give this person your private token which will be used by him/her as authentication token when creating a short link. In this case Odoo will generate a random token which will be sent along with a URL that needs to be shortened by Bitly.
This integration allows users working via Odoo CRM to shorten social media posts and automatically track statistics about them by using Bitly analytics tops. Moreover, it saves time spent on manual tracking of posts made via social media channels since it automatically updates statistics about these posts in Odoo CRM using Bitly analytics tops.
The process to integrate Odoo CRM and Bitly 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.