Integrate Odoo CRM with Slack

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

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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 Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
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Best Odoo CRM and Slack Integrations

  • Odoo CRM Integration Slack Integration

    Odoo CRM + Slack

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

    Odoo CRM + Slack

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

    Odoo CRM + Slack

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

    Odoo CRM + Slack

    Set Channel Topic in Slack when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Slack Integration Set Channel Topic
  • Odoo CRM Integration Slack Integration

    Odoo CRM + Slack

    Set Status in Slack when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Slack Integration Set Status
  • 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 + Slack in easier way

It's easy to connect Odoo CRM + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

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

How Odoo CRM & Slack 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 Slack 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 Slack.

    (2 minutes)

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

Integration of Odoo CRM and Slack

In this paper we are going to talk about the integration of Odoo CRM with Slack.We will cover:What is Odoo CRM?

What is Slack?

Details on how Odoo CRM and Slack can be integrated.What are the benefits of the integration?Why these integrations are beneficial?In this section we will cover the details of integration and how it can be done.The integration is done in two stages. In the first stage Odoo will send an email notification to all users based on a rule when a new case is created in Odoo. In the second stage we will integrate a specific Slack channel with a specific customer channel so that if a new case is created by the customer through Odoo then it will be notified in the Slack channel.For this we need to create a new rule in Odoo, a new bot in Slack and a new channel in Slack with which we have to integrate it with Odoo.How this integration is beneficial?Odoo user can get all their customer cases that are created in Odoo in any Slack channel that they want and they can handle them from there instead of going to Odoo and handling them from there.The client can also get all the updates about their cases sent through Slack, this way they don't need to go to Odoo site to check their cases.Additionally, for some customers it becomes very helpful as they do not have access to computers or the Internet at all times and this way they can keep a track of their cases.This section will cover why integrations are beneficial. We can integrate Odoo and Slack due to fplowing reasons:· It helps in saving time. Our time is precious and we should try to save it whenever possible. By integrating Odoo and Slack, we can save our valuable time and utilize it in more useful and productive ways.· It saves energy. Energy is vital for us as without it we cannot survive and work properly. By integrating Odoo and Slack, we can save our energy and use it in more productive ways.· It makes work easier. Integrating Odoo and Slack will make our work easier, thus allowing us to perform it better. This will increase our productivity as well as efficiency.· It improves the quality of our work. By integrating Odoo and Slack, our work will improve in terms of quality which will result in better output with less input and effort from our side. This will also boost our credibility which is important for any business.· It creates more opportunities for effective communication. By integrating Odoo and Slack, communication between employees and customers become easier as well as effective. This will boost productivity, efficiency as well as credibility which are crucial for any business.

The process to integrate Odoo CRM and Slack 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.