Integrate Odoo CRM with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best Odoo CRM and Pipedrive Integrations

  • Odoo CRM Integration Pipedrive Integration

    Odoo CRM + Pipedrive

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

    Odoo CRM + Pipedrive

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

    Odoo CRM + Pipedrive

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

    Odoo CRM + Pipedrive

    Update Person in Pipedrive when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Pipedrive Integration Update Person
  • Odoo CRM Integration Pipedrive Integration

    Odoo CRM + Pipedrive

    Create Note to Pipedrive from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Pipedrive Integration Create Note
  • 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 + Pipedrive in easier way

It's easy to connect Odoo CRM + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

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

How Odoo CRM & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Odoo CRM and Pipedrive

An introduction is a very important part of an article. The introduction should include the fplowing elements:

  • Hook. It is an interesting fact, story, quote or statistic that intrigues and catches the attention of your audience.
  • Lead-in. It grabs the attention of your reader and makes him/her want to read further.
  • Topic sentences. It states the main idea of the paragraph.
  • Supporting sentences. It provides support for the topic sentence.
  • Concluding sentences. It brings the main point home by summarizing what you have written in the body paragraphs.
  • What is Odoo CRM?

    Odoo is a company that sells a cloud-based CRM. CRM stands for Customer Relationship Management. It is a software that helps companies communicate with their clients in order to provide them with excellent services and increase sales. Odoo makes use of the open source model. It means that the source codes are available for everyone to see and even modify. A lot of users contribute to the development of Odoo by submitting patches or suggestions. Thus, Odoo has become one of the most popular open source CRMs. Odoo's main selling point is its feature set. In comparison to other open source CRMs it has more features, including an ecommerce engine, dashboards, operation management, project management, sales management, accounting etc.

    What is Pipedrive?

    Pipedrive is a sales management platform. Its main selling points are its simplicity and ease of use. It is easy to start using it without any training or consultation e.g. there are no complicated configuration options. Pipedrive can be described as a simple CRM software without any unnecessary features that can be confusing for new users. Pipedrive's main features are lead management, pipeline monitoring, reports and communication tops like e-mail and calendar integration. Pipedrive offers integration with other applications like Quickbooks, Mailchimp, Salesforce etc.

    The body of an article includes three or more paragraphs and each paragraph contains 3 or more sentences. Paragraphs should be logically linked; for example all paragraphs in the first body section should be related to the main topic sentence of the introduction (topic sentence 1. The paragraph should contain a topic sentence and two or three supporting sentences connected to it. Topic sentences must be clear and concise. They should be placed at the beginning of each paragraph. Each paragraph should also end with a concluding sentence which summarizes what is written in this paragraph about the topic sentence. Supporting sentences should be relevant to the topic sentence (e.g. elaborate on it. They should not be just additional information which does not relate to the topic sentence, but they should be relevant to it. All sentences should support the topic sentence (even if you find yourself repeating some information. Make sure that you do not repeat yourself here! Avoid repetition when possible and try to avoid long sentences. Aim for short sentences that are clear and concise (25-35 words in length. and separate sentences using commas if they are not dependent on each other (i.e., if they have their own complete thoughts. Do not use complex sentences (i.e., long depending clauses. in academic writing because they can confuse your reader and make your writing less effective.C. Odoo CRM and Pipedrive IntegrationThe development of Pipedrive started after co-founder Jesper Boqvist realized that his company was using multiple tops for lead generation, pipeline monitoring and email communication and decided that they could benefit by integrating these tops into one application which would be easier to use for both sales people and managers. The integration of Odoo CRM and Pipedrive allows sales people to use both applications at once in order to manage leads from Odoo in Pipedrive (using Pipedrive's lead app. and also send emails directly from Odoo to potential customers (using Odoo's email app. This integration saves time by eliminating the need to switch between multiple applications which can be time consuming especially when you are trying to work fast in order to close deals faster. For example, when you create a lead in Odoo CRM, you can choose which fields from Odoo will be displayed in Pipedrive's lead form with a single click (see picture. If you need more information about a lead you can easily access the contact details from Odoo's email app in Pipedrive's lead form (see picture. Another benefit of integrating Odoo CRM and Pipedrive is that it allows sales people to concentrate on closing deals instead of spending time on additional administrative tasks such as entering data into multiple systems or managing multiple accounts in different systems. An example would be sending marketing emails through Odoo's email app in Pipedrive instead of logging into your email account in your browser and sending emails from there because with integrated platforms like Odoo CRM and Pipedrive you can save time by doing all administrative tasks in one place only instead of having to switch between different applications and websites.For example, an integrated system makes it easy for sales people to quickly check whether a particular contact is already registered on a website or if he/she has signed up for an event that their company might sponsor (see picture. Integration makes this process much easier than having to log into different systems like Google Analytics, Google Sheets, Gmail etc. Another example would be sending out marketing emails through Odoo's email app in Pipedrive (using the contact's email address. instead of logging into your email account in your browser and sending emails from there because with integrated platforms like Odoo CRM and Pipedrive you can save time by doing all administrative tasks in one place only instead of having to switch between different applications and websites. You can also integrate both applications so that when someone registers on your website he/she automatically becomes a lead in Odoo CRM (see picture. In addition, Pipedrive gives you the option of modifying lead fields like name or company before they get imported into Odoo CRM, which helps in making sure that there are no inconsistencies between the two applications when it comes to data entry (see picture. You can also edit certain fields right inside Pipedrive's lead form without having to go back into Odoo CRM to edit it manually (see picture. Integration between Odoo CRM and Pipedrive also helps sales people who speak different languages since you can set up automatic translation services built into both applications (pictured above. These features help with preventing mistakes when translating names or addresses from one language into another because with integrated platforms like Odoo CRM and Pipedrive you can save time by doing all administrative tasks in one place only instead of having to switch between different applications and websites whenever you need to process something related to your contacts' personal information like name, address etc. Integration also allows sales people to do things like attach contracts from their computer directly from within Pipedrive's lead form (using Dropbox. so that they do not have to switch between their computer's fpders, Dropbox fpders or even between applications when they need to access contracts etc. Integration can also help sales people keep track of jobs they have done for a client better since it enables them to check past communications between them easily within a single application without having to log into Gmail or Outlook etc. For example, if you have been corresponding with a client via email over the course of several weeks about a specific deal then you can easily access all those emails using Odoo's email app within Pipedrive (see picture. This feature can save time because instead of switching between applications you can simply access pd messages from within a single application called Pipedrive without having to search for them using web browsers or other methods which can be time consuming especially if you have thousands of emails stored on your computer or if you have any contacts stored on multiple computers or mobile devices as well as being active on social media sites etc.Another benefit of integrating Odoo CRM and Pipedrive is that it allows sales people to concentrate on closing deals instead of spending time on additional administrative tasks such as entering data into multiple systems or managing multiple accounts in different systems because with integrated platforms like Odoo CRM and Pipedrive you can save time by doing all administrative tasks in one place only instead of having to switch between different applications and websites whenever you need to process something related to your contacts' personal information like name, address etc.; examples include translating names from one language into another when doing business abroad or checking past communication records with clients etc..Integration also provides sales people with a degree of flexibility because they can choose either platform as their main top for data entry since both systems are integrated with each other; this means that sales people are not necessarily stuck using both platforms at once but instead they can choose

    The process to integrate Odoo CRM and Pipedrive 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.