Integrate Odoo CRM with Freshteam

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

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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 Freshteam

Freshteam is a smart HR software that allows you to manage all aspects of employee recruiting, onboarding, time off, and information in one location.

Freshteam Integrations

Best Odoo CRM and Freshteam Integrations

  • Odoo CRM Integration Freshteam Integration

    Odoo CRM + Freshteam

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

    Odoo CRM + Freshteam

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

    Odoo CRM + Freshteam

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

    Odoo CRM + Freshteam

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

    Freshteam + Odoo CRM

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

It's easy to connect Odoo CRM + Freshteam 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 Employee

    Triggers when a new employee is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Employee

    Creates a Employee.

  • Update Employee

    Updates an existing employee.

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

How Odoo CRM & Freshteam 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 Freshteam 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 Freshteam.

    (2 minutes)

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

Integration of Odoo CRM and Freshteam

This paper will discuss the integration of Odoo CRM and Freshteam. Odoo is an open source accounting system available as a web-based application which is used for managing customer relationship. Freshteam is a web-based task management top which helps users to manage tasks from anywhere. It is an online service with a growing user base. Odoo and Freshteam can be integrated by using Appy Pie Connect.

The integration of both Odoo and Freshteam is beneficial in terms of reducing workload, improving productivity and increasing efficiency of users. Integration of Odoo and Freshteam helps to integrate the data from Odoo into Freshteam by using a single Appy Pie Connect connection. Appy Pie Connect connects two applications that are not directly connected by creating a custom integration code between them. In this case, it connects Odoo with Freshteam.

In order to perform the integration of Odoo and Freshteam, you need an Odoo account so that you can access the API of Odoo. You also need a Freshteam account so that you can use their API. The first step would be to create a freshteam account. After that, go to Appy Pie Connect website and sign up there. After signing up, create a free account on odoo website. You can then create a freshteam account by going to “Create a new account” tab. On the next page, enter your email address, name and password. Click on Create Account button. On the next page, click on the “I agree to terms” button and then click on “Next” button at the bottom of that page. Click on the “Sign Up” button after confirming your email address. After creating your freshteam account, log in to your freshteam account and get your API key. Now get your odoo account by clicking on the “Login” tab on odoo website. Go to Settings → API access tab. Click on “Create new API Key” button. Enter your email address associated with the odoo account, name and password of odoo account and click on “Create API Key” button. Click on the “API Access” tab. Click on “Generate New Key” button. Copy key that is generated and paste it in the field provided in the Appy Pie Connect website. Click on “OK” button when you are finished with this task. Now go to Appy Pie Connect website again and log in if you are not already logged in. Click on the “Make a Connect” button. Click on “Create” button in the right side box. On the next screen, choose Freshteam from the drop-down menu in the left side box. Now find “Fields” option in the left side box and click on it. Click on the “Add Field” option under Fields section in the right side box. You have to add two fields in this section i.e., “Task Title” and “Task Description” because these are required fields for integrating odoo with freshteam. Click on Save button when you are done adding fields. Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Make a Connect” in left side box again. Click on “Select Trigger” in left side box in order to select freshteam as your trigger app in this case. This means that when any event occurs in freshteam, Appy Pie Connect will make the necessary changes to odoo automatically without any human interaction or manual work invpved. When selecting trigger app, you have to select an event type in order to make Appy Pie Connect execute your Connect when this event occurs. In this case, choose “New Task” event type because we want Appy Pie Connect to execute our Connect whenever a new task is created in freshteam. Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Make a Connect” in left side box again. Click on “Select Action App” link in left side box to choose odoo as your action app in this case because we want Appy Pie Connect to execute our Connect whenever a new task is created in freshteam using odoo as our action app. You have to select an action type while selecting action app (i.e., action app. In this case, you have to select “Set Field Value” action type because we want Appy Pie Connect to set some values of some fields in odoo when a new task is created in freshteam using odoo as our action app. After selecting action app (i.e., action app), you have to add two actions related to tasks (i.e., add two values. because we want Appy Pie Connect to set some values of some fields in odoo when a new task is created in freshteam using odoo as our action app; these two actions are. a. Set a value for Task Title field b. Set a value for Task Description field Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Make a Connect” in left side box again. Here you have to add filters which will be used only when certain conditions are met whereas conditions are used to verify whether certain conditions are met or not before executing Appy Pie Connect Connect or not; therefore, initially add three filters named as 1. If odoo does not have a record named as “Freshtask” 2. If title of this record contains no space 3. If description of this record contains no space Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Make a Connect” in left side box again. Here you have to add triggers which will be used only when certain conditions are met whereas conditions are used to verify whether certain conditions are met or not before executing Appy Pie Connect Connect or not; therefore, initially add one trigger named as 1. If there is no existing record named as “Freshtask” Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Make a Connect” in left side box again. Here you have to choose how many times you want Appy Pie Connect Connect to run which is specified as one time by default; therefore, do not change anything here Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Make a Connect” in left side box again. Here you have to choose how long you want Appy Pie Connect Connect to run which is specified as 10 minutes (600 seconds. by default; therefore, do not change anything here Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Make a Connect” in left side box again. Here you have to choose which character (i.e., | . should be used as separator between two values; therefore, do not change anything here Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Make a Connect” in left side box again Now go back by clicking on the Back button at the top right corner in the right side box or click on Home button in left side box or click on “Save Changes” at bottom of screen Now go back by clicking on Compose Mail button At this point it will ask you for permission to send mail; therefore, click on Allow Now it will ask you for permission to send email; therefore, click on Allow Now it will ask you for permission to send mail; therefore, click on Allow Now it will ask you for permission to send mail; therefore, click on Allow Now it will ask you for permission to send mail; therefore, click on Allow The above steps are shown below:

Now go back by clicking Return To Developer Tops link found at bottom of screen now

Figure 5. Return To Developer Tops link found at bottom of screen now

Now go back by clicking Return To Developer Tops link found at bottom of screen now The above steps are shown below. Figure 5. Return To Developer Tops link found at bottom of screen now Now go back by

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.