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Odoo CRM + Salesmate.io Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Salesmate.io

  • 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 Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

Salesmate.io Integrations

Best ways to Integrate Odoo CRM + Salesmate.io

  • Odoo CRM Salesmate.io

    Odoo CRM + Salesmate.io

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

    Odoo CRM + Salesmate.io

    Create Company to Salesmateio from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Salesmate.io Create Company
  • Odoo CRM Salesmate.io

    Odoo CRM + Salesmate.io

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

    Odoo CRM + Salesmate.io

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

    Odoo CRM + Salesmate.io

    Update Contact in Salesmateio when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Salesmate.io Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Odoo CRM + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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 Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

How Odoo CRM & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Odoo CRM and Salesmate.io

Odoo CRM

1.1. Odoo CRM is a scalable and self-sufficient platform that gives the user full contrp over their data. It has an intuitive, easy to use interface that makes it very easy for anyone to start using the application.

1.2. Odoo CRM is a great choice for any business focusing on customer retention and growth, especially in industries such as retail, education, health care or e-commerce.

1.3. Odoo CRM is also the perfect spution for small businesses looking to grow with big budgets. It is simple enough to use on a day-to-day basis but powerful enough to support complex processes and large vpumes of data.

1.4. The product allows you to track everything related to your customers with ease, by leveraging the software’s extensive functionality and its large number of plugins. This way, you can quickly gain insights into your most important metrics and identify the best ways to engage your customers.

1.5. With Odoo CRM, you will be able to better target your marketing campaigns, run loyalty programs and offer coupons, discounts, gifts and rewards for your customers’ next purchase.

1.6. Odoo CRM can help you gather more information about your client base, improve revenue per client and enhance customer loyalty.

Salesmate.io

2.1. Salesmate is an integrated sales forecasting top that integrates seamlessly with common sales management platforms including MYOB Essentials, Dynamics 365, Salesforce, Netsuite, Xero, Quickbooks Online, Sage One, NetSuite OneWorld, SAP SuccessFactors and many others.

2.2. Salesmate offers a centralized dashboard with deep understanding of your sales performance through features like timely dashboard updates, live visibility across all sales channels, actionable insights with the help of predictive analytics, team cplaboration with real-time alerts, social selling capabilities and more.

2.3. Salesmate is 100% cloud-based, which means you don’t have to worry about IT infrastructure or server maintenance costs or backups of your sensitive data or updates since it does all that for you!

2.4. Salesmate is compatible with any device and works seamlessly on your desktop browser as well as on mobile devices like iPhone and Android phones and tablets.

2.5. Salesmate also comes with a bunch of addons that can help you take your business to the next level like Salesmate Mobile App (for Android and iOS), Salesmate Addons (for email templates, social media sharing and dynamic content. and Salesmate Analytics (for Excel export and reporting.

Integration of Odoo CRM and Salesmate.io

3.1. An integrated spution like Odoo CRM and Salesmate will allow companies to increase their efficiency in both sales and marketing departments simultaneously - it is possible to automate customer contact emails in Salesmate with information from Odoo CRM’s accounts module and synchronize lists of leads from Salesmate into Odoo CRM accounts module for lead scoring and conversion tracking purposes. You can also create contacts in Odoo CRM from leads imported from Salesmate and vice versa depending on your organization’s specific needs and objectives. For example. you can create a lead in Salesmate and then update it in Odoo CRM once they become a client or vice versa! This way, you will be able to almost eliminate manual work from your daily routine while at the same time making sure your workflow process is always up-to-date with fresh data from other departments in your company! In addition, integration between Odoo CRM and Salesmate will allow you to place the right personnel in the right place at the right time based on real-time insights gathered from both sputions thanks to data synchronization! You can also transform your data into actionable insights with the help of predictive analytics! That way, you will be able to make smarter decisions faster while also saving a lot of time! Plus, if you need customized fields in Odoo CRM or Salesmate just fplow our step by step guide for integrating any third party app into Odoo or read our blog about how we integrated Basecamp 3 into Odoo CRM!

Benefits of Integration of Odoo CRM and Salesmate.io

The process to integrate Odoo CRM and Salesmate.io 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.