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.
Google Drive is one of the best file sync apps that let you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.Google Drive Integrations
Odoo CRM + Google DriveUpload File in Google Drive when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + Google DriveCreate File from Text to Google Drive from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Google DriveCreate Folder to Google Drive from New Lead/Opportunity in Odoo CRM Read More...
Odoo CRM + Google DriveUpload File in Google Drive when New Customer is created in Odoo CRM Read More...
Odoo CRM + Google DriveCreate File from Text to Google Drive from New Customer in Odoo CRM Read More...
It's easy to connect Odoo CRM + Google Drive without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers whenever a new file is added to any of the folders.
Triggers whenever a new file is directly added to a specific folder.(but doesn't trigger when a file is added to the subfolders)
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Create a new file from plain text.
Create a new folder.
An existing file is copied to Google Drive from a different service.
Odoo is an open source application. It is a business management software. Odoo can be used in any field, including sales, marketing, manufacturing, human resources, and finance, and it supports most of the languages across the globe. Google Drive is also a cloud storage service provided by Google.
A. What is Odoo CRM?Odoo is a free, open source software that helps you run your business from sales to inventory. You can manage all aspects of your business from this one top. It can help you manage your customers, products, orders, invoices, and inventory. The Odoo CRM module allows you to create leads and contacts from emails or phone numbers. You can create opportunities or quotes from leads or contacts and accept or decline them. You can track your sales pipeline and visualize it in a KPI dashboard. You can also add custom fields to these objects as well as customize the default fields.
Google Drive is a cloud storage service provided by google. It offers 15 GB of free space for each user to use. On top of that, users get additional space for referring friends to the service. There has been a lot of speculation about Google Drive's growth in the past few years but the fact remains that it does not have as many users as its competitor Dropbox.
The integration of Odoo CRM and Google Drive is helpful because Odoo CRM allows you to automatically attach files to opportunities and sales pipeline records which helps keep everything together. You can access these attachments from Google Drive and share them with other people easily. Another benefit of this integration is that you can also copy data from Google Drive to Odoo CRM such as addresses, phone numbers, etc. This can be used to add contacts into Odoo automatically. You can also export data from Odoo CRM into Google Drive, which is useful for backups.Both of these applications allow you to export data in various formats such as PDF, XLSX, XLS and CSV. However, both of these applications are limited in their exporting capabilities. For example, in order to export data from Odoo CRM into CSV format, you need to install a separate plugin.
The integration of Odoo CRM and Google Drive can be beneficial for managing your contacts and data related to your business. In addition to integrating the two applications together, you may want to explore other possible ways in which they can work together such as creating a custom module for Odoo that allows you to add contacts directly from Google Drive or write scripts that allow you to automate certain tasks which help save time and effort.
The process to integrate Odoo CRM and Google Drive 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.