Odoo CRM + Chatter Integrations

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

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 Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.

Chatter Integrations

Best ways to Integrate Odoo CRM + Chatter

  • Odoo CRM Slack

    Chatter + Slack

    Send Slack notifications for new Chatter posts
    When this happens...
    Odoo CRM New Post in Feed Trigger
    Then do this...
    Slack Send Channel Message
    No more leaving a browser open to watch your important Chatter feeds. Get email notifications when new Chatter messages are posted to discussions, groups or channels. After setting this integration up, each new post on Chatter will be sent as a Slack notification to one or multiple channels.
    A new post is made on Chatter
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    What You Need
    • Chatter account
    • Slack account
  • Odoo CRM Trello

    Chatter + Trello

    Create cards on Trello for new Chatter posts
    When this happens...
    Odoo CRM New Post in Feed Trigger
    Then do this...
    Trello Create Card
    Create new Trello cards for new Chatter posts on the go and keep track of what's happening when you're away from your computer. With this integration, you can create new Trello cards automatically for any new Chatter post you make. After setting this integration up, Appy Pie Connect will append the Chatter post's title to a new card and add the card as a card attachment to the original post.
    The Method of Action
    • When you create a new Chatter post with a certain topic
    • Appy Pie Connect creates a Trello card for you
    What You Need
    • Chatter account
    • Trello account
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

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

It's easy to connect Odoo CRM + Chatter without coding knowledge. Start creating your own business flow.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Odoo CRM & Chatter 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 Chatter 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 Chatter.

    (2 minutes)

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

Integration of Odoo CRM and Chatter

It is a well-known fact that there is a huge gap between the expectations of customers and the delivery of businesses. This gap can be bridged using technpogy and Odoo CRM is one such top that can be used to bridge this gap effectively.

What is Odoo CRM?

Odoo CRM is an Open source Customer Relationship Management software which is developed by Odoo Inc. The Odoo CRM is used for managing customer information from any device at anytime anywhere. Odoo CRM can be applied in all major industries such as Manufacturing, Retail, Financial Services, Healthcare, Telecommunications and Government etc.

Integration of Odoo CRM and Chatter

Chatter is a Social cplaboration and communication platform developed by Salesforce. To integrate Odoo CRM with chatter it is necessary to have a Salesforce ID. This is a unique username or email address, which acts as a login for the user to access Salesforce Online. As soon as the user logs in, salesforce will ask for the three security question options which are already configured in salesforce administration. It is always recommended to create separate salesforce users for each company which will then allow the user to log in to salesforce with his personal account and admin accounts for multiple companies. Along with Salesforce ID, the developer should have knowledge about API keys and tokens which are used to integrate Odoo with chatter.A token is a series of numbers that identifies the user as well as provides security for him. The API keys are used to authenticate the application on the server side.

Benefits of Integration of Odoo CRM and Chatter

The integration of Odoo with Chatter provides a platform to share ideas and cplaborate with others instantly. With the integration of these two applications, it becomes easy to track leads and convert them into customers. It also provides a platform to make better business decisions in real time. Furthermore, with the integration of these two applications, there is no need to maintain a separate database which saves cost and improves productivity.

In recent times there has been an increase in demand for online CRM tops as they are affordable as well as provide many features which are required for managing customers online. Due to this reason, many CRM tops have entered the market providing various features. But not all these products are user friendly or easy to use. The Odoo CRM is one such top which I am sure will be very useful for SMEs as it provides many features at low cost and is very easy to use.

The process to integrate Odoo CRM and Chatter 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.