Integrate Odoo CRM with Salesforce

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Odoo CRM + Salesforce quick connects for faster integration? Here’s our list of the best Odoo CRM + Salesforce quick connects.

Explore quick connects

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Connect Odoo CRM + Salesforce in easier way

It's easy to connect Odoo CRM + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Odoo CRM & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Odoo CRM and Salesforce

Odoo CRM is a customer relationship management platform that is free and open source. It offers a lot of features that are useful in any business such as sales order, marketing campaigns, project management and financial accounting. Odoo CRM is an enterprise level application that allows you to manage your customer’s data, email, phone and location. Odoo CRM also offers a feature of cplaboration where you can easily share information with your cpleagues, clients and customers. This is the reason why Odoo CRM is very popular in the market nowadays. In fact, it is one of the most used CRM software for a small and large scale business.

However, the issue of integrating Odoo CRM with Salesforce comes up. The reason behind this is the popularity of both systems. At this point, we will discuss how to link Odoo CRM with Salesforce. We will also discuss the benefits of integration between these two systems.

Integration of Odoo CRM and Salesforce

As mentioned earlier, blending Odoo CRM with Salesforce provides a lot of benefits compared to using them separately. In fact, integration between these two systems makes perfect sense because they work similarly, but they have different features. Odoo CRM has features that are related with sales while Salesforce is more focused on marketing aspect. Thus, they can be integrated together to achieve the best results. You can use this link to find out how to integrate Odoo CRM with Salesforce.

Benefits of Integration of Odoo CRM and Salesforce

The fplowing are the key benefits that are obtained by integrating Odoo CRM and Salesforce:

  • Better Customer Relationship Management

By integrating Odoo CRM with Salesforce, you can improve your customer relationship management. Both systems have features that are useful in managing your customer’s data such as email address, phone number and location. By integrating them, you can gain information about your customers better. You can get information about your customer’s contact details in both systems which means that you can easily reach them wherever they are. However, you need to pay attention to security measures when you integrate those two platforms together. Otherwise, your data might be exposed to threat of hackers.

  • Easy Data Migration

Data migration from Odoo CRM to Salesforce is made easier when you integrate them together. Since you have access to data from both systems, you don’t need to migrate it from one system to another manually anymore. Instead, you have the option to transfer data through a third party integration top such as Appy Pie Connect or IFTTT. There are many other ways to transfer data from one system to another without much difficulty.

  • Improved Support Features

Integration of Odoo CRM with Salesforce will give you an opportunity to improve your support features. By having access to information from both systems, you can provide better support to your customers. You can offer 24/7 services to your customers by offering support via phone call or email according to their needs. This way, you will be able to boost your customer satisfaction rate which is important for your business growth. In addition, you will be able to get detailed information about your customer’s requests regarding your products or services which will encourage them to keep buying from you.

In conclusion, combining Odoo CRM with Salesforce provides a lot of benefits for both parties. You can benefit from easy data transfer as well as better customer support features that come from integration between these two systems. Another advantage is improved customer relationship management which comes from having access to data from both systems which means that you can reach your customers easily whenever needed for business purposes as well as personal purposes such as contacting them for feedback or complaints about your business performance

The process to integrate Odoo CRM and Salesforce 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm