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Integrate Odoo CRM with Calendly

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

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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 Calendly

Calendly is the simplest way to organize your calendar and show availability online. With Calendly, you can book meetings easily and seamlessly, synching your calendar with colleagues' calendars to send meeting requests and make scheduling easy.

Calendly Integrations

Best ways to Integrate Odoo CRM + Calendly

  • Odoo CRM Integration Odoo CRM Integration

    Calendly + Odoo CRM

    Create Lead/Opportunity from Odoo CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Odoo CRM Integration Invitee Created
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Odoo CRM Integration Odoo CRM Integration

    Calendly + Odoo CRM

    Create Customer from Odoo CRM from Invitee Created to Calendly Read More...
    Close
    When this happens...
    Odoo CRM Integration Invitee Created
     
    Then do this...
    Odoo CRM Integration Create Customer
  • Odoo CRM Integration Odoo CRM Integration

    Calendly + Odoo CRM

    Update Customer in Odoo CRM when Invitee Created is added to Calendly Read More...
    Close
    When this happens...
    Odoo CRM Integration Invitee Created
     
    Then do this...
    Odoo CRM Integration Update Customer
  • Odoo CRM Integration Odoo CRM Integration

    Calendly + Odoo CRM

    Create Lead/Opportunity from Odoo CRM from Invitee Canceled to Calendly Read More...
    Close
    When this happens...
    Odoo CRM Integration Invitee Canceled
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Odoo CRM Integration Odoo CRM Integration

    Calendly + Odoo CRM

    Create Customer from Odoo CRM from Invitee Canceled to Calendly Read More...
    Close
    When this happens...
    Odoo CRM Integration Invitee Canceled
     
    Then do this...
    Odoo CRM Integration Create Customer
  • 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 + Calendly in easier way

It's easy to connect Odoo CRM + Calendly 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.

  • Invitee Canceled

    Triggers when an invitee cancels a scheduled event. Note: Only works with Calendly Professional or higher accounts.

  • Invitee Created

    Triggers when an invitee schedules an event. Note: Only works with Calendly Professional or higher accounts.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

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

How Odoo CRM & Calendly 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 Calendly 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 Calendly.

    (2 minutes)

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

Integration of Odoo CRM and Calendly

Odoo CRM

Odoo CRM is a software for businesses. It helps to manage customer relations and their respective data. Odoo CRM allows inputting information about the clients, organizing client accounts and managing potential clients. Moreover, Odoo CRM provides the possibility of sending attractive offers to customers. The system stores information about the company’s sales, which makes it possible to regularly monitor the company’s performance.

Calendly

Calendly is a top for scheduling meetings. It has a range of advantages compared to traditional methods of scheduling meetings. First, Calendly is convenient in its use. This top can be used by a client without any special training. Secondly, the top offers a wide range of features that make the process of scheduling meetings easier. For example, Calendly has a calendar with different cpors, which allows you to see when the preferred time slot is available. In addition, this top allows you to send reminders to clients before the meeting takes place. Thus, it will not be difficult to arrange a meeting with a client.

Integration of Odoo CRM and Calendly

Odoo CRM and Calendly are both convenient tops for business people. If these two tops are integrated into one system, then the process of scheduling meetings will be easier. For example, Calendly can create information about business appointments in Odoo CRM. Such information includes the fplowing. a list of contacts, their contact details and the days when they are available for meetings. Then Odoo CRM can send an email to each client inviting them to a meeting during a certain period. In addition, Odoo CRM can store all of the data from Calendly and use this information to organize accounts and create reports on sales performance based on the data from Calendly. This integration will allow you to schedule meetings in the most efficient way possible with minimal effort.

Benefits of Integration of Odoo CRM and Calendly

An integrated system of Odoo CRM and Calendly will have many benefits:

This integrated system will make it easy to send an email or call each client to invite them to a meeting;

It will be easy to organize accounts since the information about each client will be stored in one place;

The system will make it possible to monitor sales performance by storing data from Calendly. This will help you make more informed decisions on how to attract new clients;

In addition, this integration will save you time because you will not need to log into multiple systems to perform daily tasks;

You will not need to install third-party apps for this integration because Odoo CRM contains all of the necessary functions.

The process to integrate Odoo CRM and Calendly 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.