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Odoo CRM + Odoo ERP Self Hosted Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Odoo ERP Self Hosted

  • 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 Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Odoo ERP Self Hosted Integrations

Best ways to Integrate Odoo CRM + Odoo ERP Self Hosted

  • Odoo CRM Odoo ERP Self Hosted

    Odoo CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Odoo ERP Self Hosted Create Note
  • Odoo CRM Odoo ERP Self Hosted

    Odoo CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • Odoo CRM Odoo ERP Self Hosted

    Odoo CRM + Odoo ERP Self Hosted

    Create Blog Post to Odoo ERP Self Hosted from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Odoo ERP Self Hosted Create Blog Post
  • Odoo CRM Odoo ERP Self Hosted

    Odoo CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    Odoo ERP Self Hosted Create Note
  • Odoo CRM Odoo ERP Self Hosted

    Odoo CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    Odoo ERP Self Hosted Create Project Task
  • 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 + Odoo ERP Self Hosted in easier way

It's easy to connect Odoo CRM + Odoo ERP Self Hosted 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 Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

How Odoo CRM & Odoo ERP Self Hosted 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 Odoo ERP Self Hosted 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 Odoo ERP Self Hosted.

    (2 minutes)

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

Integration of Odoo CRM and Odoo ERP Self Hosted

There is no doubt that the introduction of Odoo has changed the face of the Software industry. Almost all business organizations are using the services of Odoo. The main reason for this positive change in businesses is the freedom of managing business with Odoo. Odoo software has made it possible to do business operations smoothly with the help of Odoo ERP Self Hosted.

Odoo ERP Self Hosted is a complete top for doing business for any size of enterprise. Businesses can use Odoo ERP Self Hosted for almost all aspects of business management. It is considered as one of the best tops for managing both business and personal life. It can be used by all type of business organizations including small, medium, large, government, Non-profit Organizations, Educational Institutes, etc.

Odoo CRM is another product of Odoo. It is an application that helps in managing all aspects of customer relationships. You can integrate Odoo CRM with Odoo ERP Self Hosted to manage your client’s details, create marketing campaigns, send marketing emails, make payment to clients, etc. Read the full article to know more about integration of Odoo CRM and Odoo ERP Self Hosted.

Integration of Odoo CRM and Odoo ERP Self Hosted

Odoo CRM and Odoo ERP Self Hosted can easily be integrated with each other through their APIs. This integration helps you to manage customer details, products details, invoicing, etc. Creating a new customer record in Odoo CRM changes the same information in order history and products table of Odoo ERP Self Hosted and vice versa. You can also check if a particular customer belongs to its respective organization or not.

Benefits of Integration of Odoo CRM and Odoo ERP Self Hosted

There are numerous benefits of integrating Odoo CRM and Odoo ERP Self Hosted as fplows:

Users can manage customers and sales channels easily by using these two applications.

You can create sales orders and customer invoices from Odoo CRM and automatically update them in Odoo ERP Self Hosted simultaneously. This will cut down time required for doing such tasks manually and increase productivity.

Integrating both applications helps you to manage your customers and sales channels effectively and efficiently without wasting any time and effort.

If you want to find out more about integration of Odoo CRM and Odoo ERP Self Hosted then we recommend you to contact our tech support team via [email protected] or call us at +1 888 967 0656.

The process to integrate Odoo CRM and Odoo ERP Self Hosted 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.