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  2. Odoo CRM
  3. Integrations
  4. EngageBay

Odoo CRM + EngageBay Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Odoo CRM Integrations
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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best ways to Integrate Odoo CRM + EngageBay

  • Odoo CRM EngageBay

    Odoo CRM + EngageBay

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

    Odoo CRM + EngageBay

    Add Tag to Contact in EngageBay when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    EngageBay Add Tag to Contact
  • Odoo CRM EngageBay

    Odoo CRM + EngageBay

    Remove Tag From a Contact in EngageBay when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    EngageBay Remove Tag From a Contact
  • Odoo CRM EngageBay

    Odoo CRM + EngageBay

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

    Odoo CRM + EngageBay

    Add Contact to Sequence in EngageBay when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    EngageBay Add Contact to Sequence
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

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

It's easy to connect Odoo CRM + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

Show All

How Odoo CRM & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of Odoo CRM and EngageBay

Odoo (https://www.odoo.com/. is an open source suite of business applications that is used for managing business processes and integrating them to other systems. It uses a database as the backend and has a web interface to manage the data. The Odoo CRM (Customer Relationship Management. module is integrated with EngageBay (http://engagebay.com/), a social media marketing platform, to provide better customer support and increase customer retention via social media. These two applications help the business in increasing customer satisfaction and engagement.

  • Integration of Odoo CRM and EngageBay

    • Odoo CRM and EngageBay can be integrated by creating a script that automatically posts all the comments on the EngageBay website to the Odoo CRM system. This process will be done by writing a Python script that extracts text from the webpage and then converts it into a JSON format. Using this data, the script should then insert it into an Odoo CRM sales report. The sales reports are then automatically updated every hour.

    The comments on EngageBay are posted in JSON format, which is quite similar to XML format. They have proper heading tags, which makes it easy to parse the data. The data is extracted using regular expressions, which are used to separate the text from the heading tags. Once this is complete, the functions xml.etree.ElementTree.iterparse(. are used to convert this text into an XML element tree. Then, the data is retrieved by accessing the contents of the element tree nodes. Once all the data is retrieved, it is converted into JSON format using the function json.dumps(. Next, it is inserted into Odoo CRM sales report using odoo-api-tops python library. The sales report update function is scheduled to run every hour.

  • Benefits of Integration of Odoo CRM and EngageBay

    • Integration of these two applications helps in customer retention through social media marketing. By implementing this project, businesses can increase customer satisfaction, improve customer service, access more customers, save time in customer service, increase number of customers, etc.

    Odoo CRM and EngageBay can be integrated by writing a script that extracts text from the webpage and then converts it into a JSON format. Then, using this data, the script should then insert it into an Odoo CRM sales report. The sales reports are then automatically updated every hour. This integration helps businesses in increasing customer satisfaction and engagement through social media marketing.

    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.

    Suggested Integrations