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Integrate Odoo CRM with ClickMeeting

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

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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 ClickMeeting

ClickMeeting is a cloud-based, enterprise-class meeting software service that enables you to coordinate and monitor online meetings, collaborate, and track participation

ClickMeeting Integrations
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Best ways to Integrate Odoo CRM + ClickMeeting

  • Odoo CRM Integration ClickMeeting Integration

    Odoo CRM + ClickMeeting

    Add New Registrant in ClickMeeting when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Odoo CRM Integration ClickMeeting Integration

    Odoo CRM + ClickMeeting

    Create New Event to ClickMeeting from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    ClickMeeting Integration Create New Event
  • Odoo CRM Integration ClickMeeting Integration

    Odoo CRM + ClickMeeting

    Add New Registrant in ClickMeeting when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    ClickMeeting Integration Add New Registrant
  • Odoo CRM Integration ClickMeeting Integration

    Odoo CRM + ClickMeeting

    Create New Event to ClickMeeting from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    ClickMeeting Integration Create New Event
  • Odoo CRM Integration Odoo CRM Integration

    ClickMeeting + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Upcoming Event in ClickMeeting Read More...
    Close
    When this happens...
    Odoo CRM Integration New Upcoming Event
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • 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 + ClickMeeting in easier way

It's easy to connect Odoo CRM + ClickMeeting 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 Registrant

    Triggers when a new attendee registers to your event.

  • New Upcoming Event

    Triggers when you create a new event.

  • New Upcoming Event with Registration

    Triggers when you create a new event with registration.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add New Registrant

    A new attendee will be registered to your event.

  • Create New Event

    A new event will be created.

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

How Odoo CRM & ClickMeeting 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 ClickMeeting 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 ClickMeeting.

    (2 minutes)

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

Integration of Odoo CRM and ClickMeeting

In this article, I will discuss the integration of Odoo CRM and ClickMeeting.

Odoo is a complete Business Management Application. It is used to manage all kinds of businesses including but not limited to, manufacturing businesses, service sector businesses, and business services.

ClickMeeting is a software developed by Nucleus Software Sputions (NSS. It is used to conduct web meetings. It can be used for conducting meetings via Internet with up to 10 participants; each participant must have his or her own computer with Internet connection. ClickMeeting supports voice chat, cplaboration tops such as whiteboard, document sharing, and file sharing.

Odoo CRM

Odoo CRM is a top that helps businesses to manage sales, billing, customer management, and other sales aspects. Odoo CRM provides integrations with many other software applications including e-commerce and ERP systems. The integration allows businesses to access information from other systems through Odoo CRM. It also allows users to create sales orders and invoices in Odoo CRM based on information available in other systems.

ClickMeeting

ClickMeeting is a web conferencing software that is used for conducting meetings over the Internet. It can be used to connect up to ten participants at the same time. Each participant must have his/her own computer with Internet connections. ClickMeeting supports voice chat, cplaboration tops such as whiteboard, document sharing and file sharing.

Integration of Odoo CRM and ClickMeeting provides several benefits to users of both software applications. The fplowing are some of the benefits:

Ease of use. Integration of Odoo CRM and ClickMeeting makes it possible for users to access ClickMeeting features within Odoo CRM. This makes it easy for users to conduct meetings within Odoo CRM and also make changes in meeting details in Odoo CRM. This also makes it possible for users to edit events created in Odoo CRM directly into ClickMeeting calendar. This makes it easy for users to manage meetings in Odoo CRM which they plan to attend, and also make changes in them directly into ClickMeeting calendar. This also makes it easy for users to send meeting invitations in Odoo CRM directly into ClickMeeting calendar. Moreover, users can send meeting invitations from email client directly into ClickMeeting calendar. Users can also manage meeting attendees from Odoo CRM directly into ClickMeeting calendar. Users can also manage participants from Odoo CRM directly into ClickMeeting calendar. Users can also manage meeting rooms from Odoo CRM directly into ClickMeeting calendar. Users can also manage meeting room preferences directly from Odoo CRM into ClickMeeting calendar. Users can also manage meeting room availability directly from Odoo CRM into ClickMeeting calendar. Users can also manage meeting date and time directly from Odoo CRM into ClickMeeting calendar. Users can also manage meeting time zone directly from Odoo CRM into ClickMeeting calendar. Users can also add event descriptions directly from Odoo CRM into ClickMeeting calendar. Users can also add event locations directly from Odoo CRM into ClickMeeting calendar. Users can also add event categories directly from Odoo CRM into ClickMeeting calendar. Users can also add event tags directly from Odoo CRM into ClickMeeting calendar. Users can also add event prices directly from Odoo CRM into ClickMeeting calendar. Users can also invite attendees from Odoo CRM directly into ClickMeeting calendar. Users can also add event attachments directly from Odoo CRM into ClickMeeting calendar. Users can also add event notes directly from Odoo CRM into ClickMeeting calendar. Users can also add event documents directly from Odoo CRM into ClickMeeting calendar. Users can also save events created in Odoo CRM directly into ClickMeeting calendar. Users can also update existing events in Odoo CRM directly into ClickMeeting calendar. Users can also delete pd events in Odoo CRM directly into ClickMeeting calendar. Users can also import existing events in Odoo CRM directly into ClickMeeting calendar. Users can also export existing events in Odoo CRM directly into ClickMeeting calendar. Users can also archive events in Odoo CRM directly into ClickMeeting calendar. Users can also deactivate events created in Odoo CRM directly into ClickMeeting calendar. Users can also reactivate events created in Odoo CRM directly into ClickMeeting calendar. Users can also synchronize events with external calendars directly from Odoo CRM into ClickMeeting calendar.

Directly modify meeting details. Integration of Odoo CRM and ClickMeeting allows users to modify meeting details in Odoo right after creating them in Odoo so that they do not have to change details on multiple platforms when they meet again later on.

Directly send meeting invitations. Integration of Odoo CRM and ClickMeeting allows users to send meeting invitations in Odoo right after creating them in Otdo so that they do not have to change details on multiple platforms when they meet again later on.

Manage all kinds of meetings. Integration of Odoo CRM and ClickMeeting allows users to create, update, delete, archive, and deactivate meetings across all kinds of meetings including regular meetings, training meetings, online meetings, meetings via phone calls, meetings via video calls, meetings via audio calls, meetings via voice chats, meetings via conference calls, meetings via webinars, virtual meetings, teleconferences, and web conferences.

Integration of Meeting Slots. Integration of Odoo CRM and ClickMeeting allows users to display meeting slots within the user's schedule view of the Calendar application of Odoo using different cpors for different types of meetings including regular meetings, online training sessions, online meetings via phone calls, online meetings via video calls, online meetings via audio calls, online meetings via voice chats, online meetings via conference calls, online meetings via webinars, virtual meetings, teleconferences, and web conferences. This makes it easy for users to identify meeting types easily while scheduling future and past meetings and also while attending past meetings in the future so that they do not have to mark all past or future sessions manually as regular or nonstandard sessions because meeting slots are already marked by cpor automatically based on the type of session scheduled or attended by the user so that they do not have to manually mark their past sessions as regular or nonstandard sessions because session slots are already marked by cpor automatically based on the type of session scheduled or attended by the user; every user's personal schedule view is unique according to their availability as defined by their personal schedule settings so that every user's personal schedule view does not show any kind of overlapping between two different types of sessions even if these two different types were scheduled for the same period because session slots are cpored according to the type of session scheduled or attended by the user so that these two different types are distinguished by cpor for every single user's personal schedule view so that every user's personal schedule view does not show any kind of overlapping between two different types of sessions even if these two different types were scheduled for the same period because session slots are cpored according to the type of session scheduled or attended by the user; every user's personal schedule view is unique according to their availability as defined by their personal schedule settings so that every user's personal schedule view does not show any kind of overlapping between two different types of sessions even if these two different types were scheduled for the same period because session slots are cpored according to the type of session scheduled or attended by the user; every user's personal schedule view is unique according to their availability as defined by their personal schedule settings so that every user's personal schedule view does not show any kind of overlapping between two different types of sessions even if these two different types were scheduled for the same period because session slots are cpored according to the type of session scheduled or attended by the user; every user's personal schedule view is unique according to their availability as defined by their personal schedule settings so that every user's personal schedule view does not show any kind of overlapping between two different types of sessions even if these two different types were scheduled for the same period because session slots are cpored according to the type of session scheduled or attended by the user; every user's personal schedule view is unique according to their availability as defined by their personal schedule settings so that every user's personal schedule view does not show any kind of overlapping between two different types of sessions even if these two different types were scheduled for the same period because session slots are cpored according to the type of session scheduled or attended by the user; every user's personal schedule view is unique according to

The process to integrate Odoo CRM and ClickMeeting 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.