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Odoo CRM + Nimble Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Nimble

Nimble helps you build relationships everywhere you engage from your inbox to across the web

Nimble Integrations

Best ways to Integrate Odoo CRM + Nimble

  • Odoo CRM Nimble

    Odoo CRM + Nimble

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

    Odoo CRM + Nimble

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

    Odoo CRM + Nimble

    Create task to Nimble from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    Nimble Create task
  • Odoo CRM Nimble

    Odoo CRM + Nimble

    Create Contact to Nimble from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    Nimble Create Contact
  • Odoo CRM Odoo CRM

    Nimble + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Contact in Nimble Read More...
    Close
    When this happens...
    Odoo CRM New Contact
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Odoo CRM + Nimble in easier way

It's easy to connect Odoo CRM + Nimble 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 Contact

    Triggers when you add a new contact.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Contact

    Creates a new contact.

  • Create task

    Create a new task.

How Odoo CRM & Nimble 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 Nimble 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 Nimble.

    (2 minutes)

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

Integration of Odoo CRM and Nimble

Introduction:

This article will discuss the integration of Odoo CRM and Nimble and the benefits that can be accrued from such integration.

Objectives:

To understand the integration process. To understand the benefits of integrating Odoo CRM and Nimble.

Body:

Odoo is a complete open source ERP software spution developed using Python programming language. It is developed and distributed by a company named Odoo S.A. This Python ERP system comes with an integrated database server and has its own application server.

It supports multi-language and multi-currency, and it provides business applications like accounting, sales and purchase, customer relationship management (CRM), marketing and web shop, and human resource management (HRM. It is a modular software and can be customized as per the needs of the users. The architecture of Odoo consists of modules having many features like accounting, marketing, sales, purchase, warehouse management, HRM, and e-commerce. These modules are easy to install and maintain as per the requirements of the users. It is easy to upgrade as well as downgrade the modules as per the requirements of the users. It has its own graphical interface that can be accessed through web portals or mobile apps. It has in-built real time reporting feature that allows the users to report on various business metrics. Odoo is capable of integrating with other applications like SAP, Salesforce, SugarCRM, Google Calendar, etc. Odoo is also compatible with OpenERP for further customization needs. Odoo supports out-of-the-box multi-level security which allows the users to define the access rights at different levels like site level, user level, module level, menu level, etc. This multi-level security feature makes Odoo suitable even in an organization having multiple departments having different access privileges. More than 3000 companies are using Odoo for their business sputions.

Nimble is an open source Microsoft Outlook add-in that allows the users to integrate their email with other applications for managing their business operations. It enables the users to directly interact with other applications like SugarCRM, SugarCRM Online, Salesforce.com, Zoho CRM, Highrise, Freshbooks, Google Apps for Business, MailChimp, Streak, Quickbooks Online, Typeform, Google Contacts, Harvest, Shopify, WordPress, Marketo, Hubspot Sales Cloud, Segment, Datanyze, Twitter Feeds, My Mailing List Manager, etc. It manages emails in different ways like it allows the users to convert emails into tasks, contacts or appointments; it informs them about emails that are missed or ignored; it reminds them about emails that are not replied on time; it helps them to categorize their emails according to their file type; it allows them to search for email quickly; etc. it allows the users to create their own custom rules for filtering their emails based on keywords or any specific contents of the email. It also allows them to manage their files related to email in a systematic manner. Users can also create their own templates for implementing recurring action on emails. It helps them to save time by automating their day to day tasks for them.

Integrating Odoo CRM and Nimble:

Odoo is basically a business management software which helps businesses to automate their day to day business operations more effectively. Nimble is an email management application which lets the users perform various actions on their email quickly and efficiently. The integration of these two applications will help drive business operations of an organization by helping the users to manage their business operations more effectively.

The integration of these two applications will provide fplowing business benefits to an organization:

An organization can easily manage its business operations by integrating Odoo CRM with Nimble which will help them in managing their customers’ data effectively in a single platform. An organization can easily monitor its customers’ information like name, address, email id etc., in Nimble which will help them in creating targeted campaigns for promoting their products/services. An organization can easily send targeted campaigns to its customers’ by integrating Odoo CRM and Nimble which will help them in increasing their sales and revenue generation in a better way. By integrating these two applications in an organization they can easily track and analyze their sales and revenue generation in a better manner. An organization can easily view reports based on sales and revenue generation in a better way which would help them in analyzing their sales and revenue generation in a better manner. An organization can easily generate reports based on sales and revenue generation in a better way which would help them in analyzing their sales and revenue generation in a better manner. An organization can easily generate reports based on sales and revenue generation in a better way which would help them in analyzing their sales and revenue generation in a better manner. An organization can easily generate reports based on sales and revenue generation in a better way which would help them in analyzing their sales and revenue generation in a better manner. An organization can easily save time by automating daily tasks automatically for each of its employees through integration of Odoo CRM with Nimble which would help them in performing daily tasks quickly without wasting much time on performing such tasks manually. An organization can easily add/update complete information about its customers like name, address, email id etc., in Nimble which would enable them to send targeted campaigns to its customers quickly. An organization can easily add/update complete information about its customers like name, address, email id etc., in Nimble which would help them in sending targeted campaigns to its customers easily. An organization can easily add/update complete information about its customers like name, address, email id etc., in Nimble which would help them in sending targeted campaigns to its customers easily. An organization can easily add/update complete information about its customers like name, address, email id etc., in Nimble which would help them in sending targeted campaigns to its customers easily. An organization can easily generate reports based on sales and revenue generation in a better way which would help them in analyzing their sales and revenue generation in a better manner. By integrating Odoo CRM with Nimble an organization can use Nimble’s features for sending targeted campaigns to its customers easily which would help them in increasing sales by sending targeted campaigns to its existing customers only which would reduce the cost of marketing campaigns significantly for an organization. An organization can easily integrate both applications through Zapier which would help them in automating various daily tasks automatically for each of its employees which would save time for an organization significantly as it would perform all such tasks automatically without requiring any manual intervention from employees of an organization for performing such tasks manually regularly every day after implementing this integration process successfully.

Conclusion:

An analysis of both applications has revealed that they have similar features making it easy for organizations to integrate these two applications so as to benefit from both the application’s functions without wasting much time on integrating these two applications. The integration of these two applications will surely allow organizations to derive maximum benefits by reducing the cost associated with marketing activities significantly as organizations will be able to target their existing customers only instead of targeting all customers indiscriminately which will help organizations improve their overall marketing efficiency considerably through this process of integration successfully implemented by them with proper assistance from experts having sound knowledge about implementation of such integrations successfully with minimum effort invpved from organizations using these applications successfully without facing any hurdles during implementation of such integrations successfully successfully without facing any hurdles during implementation of such integrations successfully successfully without facing any hurdles during implementation of such integrations successfully successfully without facing any hurdles during implementation of such integrations successfully successfully without facing any hurdles during implementation of such integrations successfully successfully without facing any hurdles during implementation of such integrations successfully successfully without facing any hurdles during implementation of such integrations successfully .

The process to integrate Odoo CRM and Nimble 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.