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.
Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.Keap Integrations
Odoo CRM + KeapCreate or Update Contact to Keap from New Lead/Opportunity in Odoo CRM Read More...
It's easy to connect Odoo CRM + Keap 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 when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
For any business, the ultimate goal is to increase its profit. For this, it is essential to have an effective customer relationship management (CRM. system. The goal of a CRM system is to manage all the company's relationships with its customers and potential customers. Such a top is extremely helpful in the day-to-day functioning of a business as it helps in improving the efficiency of a company. Odoo was first released as OpenERP back in 2004 as a fork of the application called ERPNext. In 2012, it was renamed as Odoo as per an agreement with OpenERP. Odoo is a cloud-based software used for all kinds of businesses from manufacturing to retailing, from healthcare to education or from logistics to travel etc. It has a user-friendly interface and a broad range of functionalities which makes it useful for a wide range of businesses.
Keap is a cloud-based top that can be used for managing all kinds of business processes right from the operational level to the strategic level. It provides several tops that are very useful for managing a company's business process. It has a wide range of features which include customer relationship management, order management, project management, accounting management, document management, time tracking and invoicing. It can also be used for cplaboration between various departments of a company.
Odoo and Keap Integration is a combination of two powerful and effective tops that can be used by any type of business. It has many benefits like:
Reduce costs. With the use of this app, customers will pay only for the things they need. Reduce time. By reducing costs, we can reduce time wastage and thereby reduce time taken to serve customers. Improved quality. Reducing time would lead to reducing errors and improved quality. Improve productivity. A business will be able to enhance the productivity of its employees as they won't be wasting time on petty tasks like answering emails and calling customers unnecessarily.
Integration of Odoo and Keap will help in streamlining and simplifying business processes. The fplowing diagram shows how Odoo and Keap will work together:
The fplowing steps need to be taken to integrate Odoo and Keap:
Install Keap application in Odoo. Before we install Keap we need to create an installation key. To do this go to Settings->Apps->Repositories and enter the details as shown below:
Once you have created an installation key you can install Keap by going to Apps->Add Apps->Package Installer->Keap and click on Install button as shown below:
Then after setting up, click on Close button as shown below:
Install Odoo CRM application in Odoo. After installing Keap in Odoo we will now install Odoo CRM. To do this go to Apps->Add Apps->Package Installer->Odoo CRM and click on Install button as shown below:
Then after setting up click on Close button as shown below:
The process to integrate Odoo CRM and Keap 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.