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Integrate Odoo CRM with Paypal

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

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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 Paypal

PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores and more.

Paypal Integrations
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Looking for the Paypal Alternatives? Here is the list of top Paypal Alternatives

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Best ways to Integrate Odoo CRM + Paypal

  • Odoo CRM Integration Paypal Integration

    Odoo CRM + Paypal

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

    Odoo CRM + Paypal

    Send invoice in Paypal when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Paypal Integration Send invoice
  • Odoo CRM Integration Paypal Integration

    Odoo CRM + Paypal

    Add tracking information in Paypal when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Paypal Integration Add tracking information
  • Odoo CRM Integration Paypal Integration

    Odoo CRM + Paypal

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

    Odoo CRM + Paypal

    Create Draft Invoice to Paypal from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Paypal Integration Create Draft Invoice
  • 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 + Paypal in easier way

It's easy to connect Odoo CRM + Paypal 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.

  • Refunded Sale

    Only refunded payments trigger this.

  • Successful Sale

    Only successfully payment data trigger this.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add tracking information

    Add tracking information with or without tracking numbers

  • Create Draft Invoice

    Creates a draft invoice.

  • Create Order

    Creates an order

  • Send invoice

    Sends or schedules an invoice, by ID, to be sent to a customer.

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

How Odoo CRM & Paypal 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 Paypal 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 Paypal.

    (2 minutes)

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

Integration of Odoo CRM and Paypal

Odoo is a web-based Enterprise Resource Planning (ERP. platform for managing small and large businesses. It is open source and has two versions. one is open source and the other is paid.

What is Odoo CRM?

Odoo CRM (Customer Relationship Management. allows you to manage your clients, leads, contacts, activities, quotations, orders and invoices. It helps you to manage your business effectively. Odoo CRM also provides you with a marketing module that enables you to manage your mailing lists, campaigns and email templates.

What is Paypal?

Paypal is an online payment processing company. You can use it to accept payments via credit cards or bank accounts.Paypal charges 2.9% + $0.30 USD of the total amount for each transaction.Paypal has a comprehensive API that enables you to integrate it with many applications including Odoo CRM.

Integration of Odoo CRM and Paypal

First of all we need to create a new application in Odoo CRM. To do this go to Apps> Add Module then click on New Application. In the Name field write. "PayPal" then click on Next. In the next page select Create (if you want to create a new module type. then click on Next. In the next screen select the template "Integration with PayPal", click on Next. Then click on Finish to complete the creation process.You are now redirected to the list of modules where you should see your new module "PayPal". If not click on List view and check if it appears in the list.Now log in to your Paypal account and go to developer's page. Sign up as a developer if you don't have an account there yet.In the developer's section click on My apps, then click on Create app. Give your app a name, description and then click on Create app button. Go back to "My Apps" page and copy the app id and secret keys in order to fill them in our Odoo CRM configuration file later. After that click on Continue To API and Enable The Paypal Website Payment Standard Button (this might take some time. Then click on Continue To Getting Started Button. Copy the Auth Callback URL into your clipboard, then click on Get Started Button. Switch back to odoo, go to your PayPal module configuration screen, in the config file find the fplowing line and replace it with your copied Auth Callback URL. REQUEST_URL = https://www.example.com/paypal/callback/Then scrpl to the bottom of the file and add the fplowing code as shown below. PAYPAL_APP_ID = xxxxxxx PAYPAL_SECRET_KEY = xxxxxxxxxxNow we need to configure our Odoo website to redirect people who visit our website to paypal for payment information instead of our website itself. We will do this by adding a new custom header in our Apache server configuration file at /etc/apache2/sites-available/000-default . Open this file using your favorite editor (I use nano ), find the line ServerName www.example.com , and replace it with ServerName example.com . This will make sure that whenever someone visits our website they will be shown our website example.com . Now scrpl down further until you find a line with <VirtualHost *:80> . We will add our custom header directive right after that line so that it looks like this. <VirtualHost *:80> #Our Odoo Website Custom Header CustomHeader X-PAYPAL-REQUEST-URL www.example.com </VirtualHost>After adding those lines save & close the file and restart Apache server using. sudo service apache2 restartNow test if everything was configured correctly by going to your Odoo website's homepage at example.com . You should automatically be redirected to PayPal where you'll be asked for your PayPal login credentials in order to confirm that you are authorized to receive payment information from PayPal. After logging in you'll be redirected back to your website's homepage again where you'll see a small notification in top right corner saying "Your request was redirected." indicating that our Odoo CRM integration with Paypal is working properly!

Benefits of Integration of Odoo CRM and Paypal

The main benefit of integrating Odoo CRM with Paypal is that it allows users to create new accounts on your website without having to leave Odoo CRM which means that users can view their account details and manage them while still being signed in to Odoo CRM itself which makes it easier for them to manage their accounts efficiently. Another benefit is that users no longer need to leave your website and enter their credit card information into the paypal site in order to make a purchase, instead they can do everything from within Odoo CRM!

The process to integrate Odoo CRM and Paypal 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.