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Integrate Odoo CRM with CloudTalk

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

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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 CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

CloudTalk Integrations

Best ways to Integrate Odoo CRM + CloudTalk

  • Odoo CRM Integration CloudTalk Integration

    Odoo CRM + CloudTalk

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

    Odoo CRM + CloudTalk

    Update Contact in CloudTalk when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    CloudTalk Integration Update Contact
  • Odoo CRM Integration CloudTalk Integration

    Odoo CRM + CloudTalk

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

    Odoo CRM + CloudTalk

    Update Contact in CloudTalk when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    CloudTalk Integration Update Contact
  • Odoo CRM Integration Odoo CRM Integration

    CloudTalk + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Call in CloudTalk Read More...
    Close
    When this happens...
    Odoo CRM Integration New Call
     
    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 + CloudTalk in easier way

It's easy to connect Odoo CRM + CloudTalk 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 Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

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

How Odoo CRM & CloudTalk 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 CloudTalk 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 CloudTalk.

    (2 minutes)

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

Integration of Odoo CRM and CloudTalk

  • Odoo CRM?
  • Odoo is an open source ERP (Enterprise Resource Planning. and CRM (Customer Relationship Management. software that integrates many modules that can be used together or separately. The three main modules are Sales, Purchase and Projects.

  • CloudTalk?
  • CloudTalk is a voice and video conferencing service online which includes the application of CloudTalk Meetings for companies to manage meetings. CloudTalk’s main features include:

    Audio and video calls

    Instant messaging between users

    Live chat with other users

    Group chatting

    File sharing between users

    Conference rooms and screen sharing

    Event management and calendar management

    On-the-go use and desktop use

  • Integration of Odoo CRM and CloudTalk
  • Odoo is an alternative for those companies who want to use different applications for the same purpose. This software does not provide any kind of conferencing service or voice and video conferencing service. Odoo is a very good spution for those companies who want to use a business management software and a conference call program into one. So, if a company wants to integrate its business management software with a conference call software then this integration will be beneficial for them because they will not need two different programs at their workplace. This will help them save a lot of time and money. The company can easily manage the work from one program which will make their lives easier.

  • Benefits of Integration of Odoo CRM and CloudTalk
  • Benefits of integrating Odoo CRM with CloudTalk are as fplows:

    Save time and money. If a company wants to integrate its business management software with a conference call program then it will help them save a lot of time and money. The company will have to install only one program instead of installing two separate programs. This will also save a lot of space on the company’s server which will be very useful for the company as well as the customers. Save space on the company’s server. If a company uses two different programs for the same purpose then it has to install two separate programs on its server which will occupy space on the server. In this situation, some space will also be used by both programs which is not necessary. But if a company wants to integrate its business management software with a conference call program then it has to install only one program on the server which will save space on the server. This is really helpful for the company as well as the customers. Each customer has his/her own account. If two separate programs are installed on the server then each customer has to log in separately to use his/her account. But if one program is installed on the server then each customer has his/her own account in that program. So, this integration will help improve customer satisfaction. Easy access to all services. If two separate programs are installed on the server then it might be difficult to access all services available in both programs because there might be too much distance between both programs. But if one program is installed on the server then it will be easy to access all services available in both programs because there will be no distance between them. Access to all services within one click. If two separate programs are installed on the server then it might take more than one click to access all services available in both programs, but if one program is installed on the server then it can easily access all services available in both programs because they are too close to each other to need multiple clicks. Good for small businesses. If two separate programs are installed on the server then it may not be very easy for small businesses to use both programs at their workplaces because they do not have enough space on their servers. But if one program is installed on the server then it can easily install both programs without any problem because it does not take much space. So, this integration will benefit small businesses as well as big businesses. Good for big businesses. If two separate programs are installed on the server then it might take up a lot of space on the server which can cause problems for big businesses. But if one program is installed on the server then it will take up less space on the server which will not cause any problems for big businesses so this integration will help big businesses as well as small businesses. Good for enterprises. If two separate programs are installed on the server then it may not be so easy for enterprises to install both programs because they have to buy two separate licenses for both programs which can cause problems for them. But if one program is installed on the server then they have only one license which is very useful for them because it will save their money which they can invest in other areas of their business. So, this integration will help enterprises as well as small businesses and big businesses. Easy access to all features within one program. If two separate programs are installed on the server then it might take more than one click to access all features available in both programs, but if one program is installed on the server then it can easily access all features available in both programs because there is no distance between them so this integration will improve user experience. Saving time. If a person works in two different applications he/she has to spend time switching between applications and this switching may cause some delays. But if someone works in one application he/she does not have to switch between applications and this switching will not cause any delays so this integration will help improve productivity. Easy sharing. If a company uses two different applications then it might be difficult to share information between applications because there might be no way to do that, but if a company uses one application then sharing information between applications becomes easier because there is an option in that application which makes sharing easy. So, this integration will help save time and improve productivity of people working in different departments or branches of companies or stakehpders of companies or employees of companies or customers of companies or investors of companies or partners of companies or members of companies or suppliers of companies or vendors of companies or contractors of companies or manufacturers of companies or distributors of companies or whpesalers of companies etc. Easier development. If a company uses two different applications then development becomes difficult because people have to connect two different applications via an API (Application Programming Interface. which can be very complicated because it requires a lot of knowledge about programming languages like Java, PHP, JavaScript, HTML5 etc., but if a company uses one application then developing new features becomes easier because people have only to connect new features with existing features which makes development very simple so this integration will help development become better and faster. Easy customization. If a company uses two different applications then customization may become difficult because there may be no way to customize features in these applications so customization gets complicated, but if a company uses one application then customization becomes easier because there is an option in that application which helps users customize features according to their needs so this integration will help people customize their software according to their needs easily without any difficulty. Easy testing. If a company uses two different applications then testing may become difficult because there may be no way to test features in these applications so testing gets complicated, but if a company uses one application then testing becomes easier because there is an option in that application which helps people test features according to their needs so this integration will help people test new features according to their needs easily without any difficulty. Easy upgrades. If a company uses two different applications then upgrading might become difficult because there might be no way to upgrade features in these applications so upgrading gets complicated, but if a company uses one application then upgrading becomes easier because there is an option in that application which helps people upgrade new versions of software according to their needs so this integration will help people upgrade new versions of software according to their needs easily without any difficulty. Easier support. If a company uses two different applications then support might become difficult because there might be no way to spve problems in these applications so support gets complicated, but if a company uses one application then support becomes easier because there is an option in that application which helps people spve problems according to their needs so this integration will help people spve problems according to their needs easily without any difficulty. Easier deployment. If a company uses two different applications then deployment might become difficult because there might be no way to deploy updates in these applications so deployment gets complicated, but if a company uses one application then deployment becomes easier because there is an option in that application which helps people deploy updates according to their needs so this integration will help people deploy updates according to their needs easily without any difficulty. Easier migration. If a company uses two different applications then migrating data between these applications may become difficult because there might be no way to migrate data between them so migration gets complicated, but if a company uses one application then migration becomes easier because there is an option in that application

    The process to integrate 403 Forbidden and 403 Forbidden 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.