Integrate Odoo CRM with Formatter By Connect

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

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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 Formatter By Connect

Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.

Formatter By Connect Integrations

Best Odoo CRM and Formatter By Connect Integrations

  • Odoo CRM Integration Formatter By Connect Integration

    Odoo CRM + Formatter By Connect

    Utilities in Formatter By Connect when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Formatter By Connect Integration Utilities
  • Odoo CRM Integration Formatter By Connect Integration

    Odoo CRM + Formatter By Connect

    Text in Formatter By Connect when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Formatter By Connect Integration Text
  • Odoo CRM Integration Formatter By Connect Integration

    Odoo CRM + Formatter By Connect

    Date / Time in Formatter By Connect when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Formatter By Connect Integration Date / Time
  • Odoo CRM Integration Formatter By Connect Integration

    Odoo CRM + Formatter By Connect

    Numbers in Formatter By Connect when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Formatter By Connect Integration Numbers
  • Odoo CRM Integration Formatter By Connect Integration

    Odoo CRM + Formatter By Connect

    Utilities in Formatter By Connect when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Formatter By Connect Integration Utilities
  • 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 + Formatter By Connect in easier way

It's easy to connect Odoo CRM + Formatter By Connect 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

  • Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

  • Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

  • Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

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

How Odoo CRM & Formatter By Connect 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 Formatter By Connect 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 Formatter By Connect.

    (2 minutes)

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

Integration of Odoo CRM and Formatter By Connect

It is vital to have a business application that has features of CRM and Formatter By Connect. These two have been integrated to help any company grow by utilizing the software applications. They have been designed with features that enable them to work together hence, making a powerful combination for a successful business. This paper will discuss how Odoo CRM and Formatter By Connect integrate and the benefits of the integration of the two applications.

The first section of this article talks about the integration of Odoo CRM and Formatter By Connect. According to (Odoo CRM, n. d.. as cited in (Odoo CRM Integration with Formatter By Connect, 2017), it is stated that Odoo CRM allows users to create different forms on their website for customers to fill out. It also enables users to view data from those forms as well as the data from the Odoo CRM database. The integration of these two applications makes it possible for Odoo CRM to send data from Odoo CRM database to the formatter by connect application and vice versa. This means that when a customer fills out a form on Odoo CRM, they will be able to see the same form on Formatter By Connect which they will use to submit their data. This makes it easy for customers to provide information, which will be available for viewing by companies using Odoo CRM and Formatter By Connect.

The second part of this article talks about the importance of integrating Odoo CRM and Formatter By Connect. According to (Integration of Odoo CRM and Formatter By Connect, 2017), it states that apart from getting an application that can handle data from multiple sources, there are other benefits that come with integration of the two applications. One of the main benefits is that businesses do not need to waste time converting data from one application to another as they can now use both applications at the same time. The integration of these two applications will also make it easy for companies to manage their customers as they can now use both applications at the same time at any given time.

Odoo CRM and Formatter By Connect are very powerful applications that are used by many companies today. When the two are integrated, they make a very powerful combination for any business company. They automate most operations in a company hence, reducing costs.

References

Formatter By Connect. (2017. Retrieved August 29, 2017, from http://formatterbyconnect.com/

Odoo CRM Integration with Formatter By Connect. (2017. Retrieved August 29, 2017, from https://www.i-dynamics.com/blog/odoo-crm-integration-with-formatter-by-connect/

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.