Integrate Odoo CRM with Box

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

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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 Box

Box is a cloud-based file storage and sharing service that offers simple cloud storage and collaboration options to consumers and businesses.

Want to explore Odoo CRM + Box quick connects for faster integration? Here’s our list of the best Odoo CRM + Box quick connects.

Explore quick connects
Connect Odoo CRM + Box in easier way

It's easy to connect Odoo CRM + Box 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 Event

    Triggered when a new event is performed (this is the activity stream).

  • New Folder

    Triggered when you add a new folder.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Comment to File

    Adds a comment to a file.

  • Add Task to File

    Adds a task to a file.

  • Add User as Collaborator

    Adds an individual user as a collaborator on a folder.

  • Create Folder

    Creates a brand new folder at the path you specify.

  • Move Or Copy File

    Moves or copies a file from one folder to another.

  • Upload File

    Upload a file to specific folder.

How Odoo CRM & Box 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 Box 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 Box.

    (2 minutes)

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

Integration of Odoo CRM and Box

Odoo is a French Software as a Service company that provides enterprise resource planning (ERP. software. Odoo is a single platform for managing all your business processes, from sales to human resources to marketing and accounting. It is a cloud based spution that can be accessed from any device with internet connection. All of your data is stored in the cloud and there’s no need for additional hardware or software.

Box is a leading provider of cloud content management sputions that help businesses securely store, manage and share files online. Box makes it easy for users to work together on content so they can get more done faster. Box offers a comprehensive set of features, including content sharing, file editing and commenting, along with data loss prevention and encryption.

Integration of Odoo CRM and Box

The integration of Odoo CRM and Box can provide a number of benefits to the users of both systems. The most obvious benefit is that data from Odoo can be shared with other Box users. If a user wants to share a document with someone outside of the organization, he can simply share it with the other user through Box. Another benefit is that it would be easier to access information from different sources because search tops will allow data from both systems to be searched. A third benefit is that both systems are cloud based so users can access them from any device with an internet connection. This makes life much easier for mobile workers who don’t have to worry about storing their work on a laptop or desktop computer.

Benefits of Integration of Odoo CRM and Box

Businesses can save time and money by integrating Odoo CRM and Box into their business processes. For example, Box can be used as a repository for documents produced by Odoo so they can be accessed by other departments. This should reduce the amount of time spent by workers looking through physical documents to find information. It will also improve the efficiency of various departments because employees won’t have to waste time finding documents that they need to do their jobs.

Odoo Cloud is an excellent top for businesses who want to manage their operations without having to deal with the restrictions of software installed on their own servers and desktops. In addition, it allows the businesses to integrate and implement new technpogy quickly without having to spend time on research, development and testing.

The process to integrate Odoo CRM and Box 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm