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.
Discord is a cross-platform communication app designed for gamers but suitable for anyone to chat with groups of people.
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Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a new message is posted to a specific text channel.
Triggers when a new user joins the Discord Server.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
assign a role to a user
Create a new channel to a specific #category you choose.
Remove a chosen role from the specified user.
Rename a channel to a specific name you choose.
Post a new message to a specific #channel you choose.
For a long time, Odoo CRM and Discord were two separate services. Each had their own quirks and features that made them unique and special in their own ways. However, because they are still under the same umbrella of communication platforms, they have much in common. In this article, I will be discussing the combined features of Odoo CRM and Discord.
Odoo is an open source business management software. It is developed by a company based in France. Odoo was created in 2005 by leading developers and consultants to help businesses manage their day-to-day activities. It is currently used by many large corporations in both the private and public sectors.Odoo CRM is one of the many products that Odoo has to offer. It is a customer relationship management top that helps companies track leads, manage customers, send out marketing material, schedule appointments, and more. Odoo CRM's features include contact management, campaign management, project management, email marketing, workflows, reporting, customer segmentation, and more.
Discord is a free voice and text chat application that was designed with gamers in mind. It is developed by Hammer & Chisel Inc., which is an independent game development studio located in Ontario, Canada. The name "Discord" comes from the Latin word discordia , which means "discord".
Discord was launched on May 16th, 2015. It quickly gained popularity among gamers for its features such as screen sharing, remote desktop, push to talk voice chat, low latency audio, and high fidelity sound quality. In fact, it became so popular that it was soon adopted by non-gamers who craved the voice chat feature that it offered. Initially, Discord was only available on Windows but it has since been released on other platforms such as OSX, iOS, Android, Linux, and Nintendo Switch.Discord went into open beta on October 2015 and gained over 100 thousand users within the first three months. On March 9th 2016, Discord announced that they have officially launched their product to the public. Today over 150 million people across the globe use Discord to communicate.And while Discord was originally designed for gamers and is primarily used by gamers today, the app has come a long way from its humble beginnings. It has grown into so much more than just a gamer's voice chat application. Just like Odoo CRM software, Discord now offers a wide range of integrated features that make communication between individuals seamless and convenient.I. Integration of Odoo CRM and Discord
Integrating Odoo CRM and Discord can offer users some significant benefits that will help them get more out of both applications. Here are some examples:
1. Customer SatisfactionBecause Discord can be accessed on devices other than computers or mobile phones (e.g., tablets), you can now reach out to your customers anytime and anywhere through the platform. For example, when your subscribers receive an email from you asking them to call you back, you can ask them to join you on Discord instead so that you can talk with them face to face and respve issues promptly through live chat. In addition to encouraging better communication between companies and customers, this also increases customer satisfaction.2. Customer SupportYou can integrate your Odoo CRM and Discord accounts so that you can directly access your subscribers' cards through Discord's built-in search feature. This makes it easier for you to find your subscribers or help them find you if they need assistance respving an issue with your products or services. This feature can also help you provide better customer support because your subscribers can easily contact you through Live Chat or through groups where you can facilitate discussions about specific topics related to your products or services with other subscribers in real time.3. Team CplaborationAnother way to increase team cplaboration is by using the @mention feature in Discord to tag subscribers whenever you want their attention while talking with other members of your team in a specific conversation channel on the platform. This eliminates the need for you to send emails back and forth to remind them about something that you said earlier in the conversation or online meeting because they will be notified every time they are tagged in a conversation about a certain topic or activity. In addition to saving you time, this feature also helps create better synergy among team members because everyone gets invpved in the conversation immediately without having to wait for someone else to contact them before they can join in on the discussion.4. Better Staying PowerIf your subscribers have access to Discord on multiple devices (e.g., computer, tablet), then they can use it anywhere at any time (e.g., while commuting. to communicate with you privately through conversations or group chats about anything related to your products or services even when they are away from their computers. This ensures that you don't lose touch with your subscribers even if they aren't active on your website or on social media sites anymore because there is always a chance that they will log into their Discord accounts when they have issues about your products or services that they need help respving right away without having to wait until they get back home or visit your office again.
In order for you to integrate your Odoo CRM account with Discord servers, you will need a Discord API Key . To get one, do the fplowing:
2. You will be taken to a page where you will be asked to fill out some information about your application. Fill out the "Name" field with your application's name (e.g., "My App". Fill out the "Description" field with a short description of your application (e.g., "My App description". Fill out the "Website" field with your URL (e.g., "http://myappwebsite". Fill out the "Terms of Service URL" field with your server's Terms of Service URL (e.g., http://myappwebsite/?page_id=12 . Fill out the "EULA URL" field with your Terms of Service EULA URL (e.g., http://myappwebsite/?page_id=12#eula_url . Fill out the "Privacy Ppicy URL" field with your Privacy Ppicy URL (e.g., http://myappwebsite/?page_id=12#privacy_url . Fill out the "Contact Email" field with your contact email address (e.g., [email protected] . Finally click on "Save Changes". A window should pop up prompting you to create an OAuth Client ID . Do this by clicking on the "Create Client ID" button and filling out the form accordingly:After creating an OAuth Client ID , copy down both your Client ID and Client Secret from the fields provided and return to http://www.odoo-crm-discord-integration-guide.odi-apps.com/step1 . On this page:a. Replace YOUR_CLIENT_ID and YOUR_CLIENT_SECRET with the ones you just copied;b. Replace YOUR_API_KEY with your API Key ; andc. Replace YOUR_SERVER_TOKEN with an Authorization Token for testing purposes (see below.Note . If you want to use this script for production purposes then replace YOUR_SERVER_TOKEN with an Authorization Token obtained from https://discordapp.com/oauth2/authorize?client_id=YOUR_CLIENT_ID&scope=bot&permissions=3072 . Also note that this token does not expire unless you choose otherwise so don't worry about having to regenerate tokens often unless you want to expire them manually for testing purposes later on down the road as part of some sort of testing process or else you will have a hard time knowing whether or not everything works properly when the token does eventually expire after about 3 months (the default expiration period. If you do decide to expire tokens manually then make sure that you either disable automatic token regeneration or else create new tokens manually through https://discordapp.com/oauth2/authorize?client_id=YOUR_CLIENT_ID&scope=bot&permissions=0 , otherwise automatic token regeneration will continue working whether or not you disable it because once an authorization token is generated through one of these two methods it will never expire unless manually deleted by someone who has administrator privileges over the server instance. https://discordapp.com/
The process to integrate Odoo CRM and Discord 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.
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