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.
Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.Evernote Integrations
Odoo CRM + EvernoteCreate Note to Evernote from New Lead/Opportunity in Odoo CRM Read More...
Evernote + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Notebook in Evernote Read More...
Evernote + Odoo CRMUpdate Customer in Odoo CRM when New Notebook is created in Evernote Read More...
It's easy to connect Odoo CRM + Evernote without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Odoo CRM is a free open source project management software that uses the Odoo platform as its foundation. It is an online web application that allows users to create and organize information for their business. Users can create custom tables, forms, and views in order to customize the system to fit their needs. The system has many built-in features including email, calendar, creating a team, document management, and task management. Prior to integrating with Evernote, Odoo CRM was used by a number of companies such as PepsiCo, Toshiba, and Quikr.
Evernote is a note taking app that lets users create notes and sync them across all of their devices. It has many features including syncing notes across multiple devices, sharing notebooks with others, annotating documents within the app, and the ability to create checklists and reminders.
The integration of Odoo CRM and Evernote will allow users to sync notes from Evernote into the Odoo CRM. When a note is created in Evernote it will automatically be synced with the Odoo CRM. When a new customer is created in Odoo CRM a new contact will automatically be added to Evernote and vice versa for any changes made in either system. Since both systems are cloud-based and have dual backups, users will not need to worry about losing any data. This integration will make it easier for employees to keep track of important data and for companies to manage their customers better.
To integrate Odoo CRM and Evernote, we need to add a new Odoo plugin called “Evernote” to Odoo Community Edition (CE. We can download this plugin from https://github.com/odoo/odoo-addons/tree/master/community_addons/crm_addons/evernote . After downloading this plugin we need to place the “evernote” fpder inside the “crm_addons” fpder in the “customer_relationship_management” fpder in our Odoo CE instance. We then need to restart our Odoo instance in order for this plugin to be loaded properly. Once this is done we will be able to see the “Evernote” tab in the top bar menu next to “Sales” and “Marketing”.
Integrating Odoo CRM with Evernote will allow companies to store their important notes on all of their devices and easily access them wherever they go. This integration will also allow companies to store notes about their customers in one place instead of various different places including Word Documents, Excel Spreadsheets, or even individual emails. This integration will provide a central location for all of an organization’s data instead of having it scattered around various locations.
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