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.
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
Odoo CRM + SlackSend Direct Message in Slack when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + SlackSend Channel Message in Slack when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + SlackAdd Reminder in Slack when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + SlackSet Channel Topic in Slack when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + SlackSet Status in Slack when New Lead/Opportunity is created in Odoo CRM Read More...
It's easy to connect Odoo CRM + Slack without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers upon creation of a new #channel.
Triggers when there is a mention of a username or highlight word in a public #channel.
Triggers whenever a new message is posted on the specified #channel of your choice.
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
Triggers when you star a message.
Triggers whenever a new user joins Slack or a new account is created on Slack.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
A reminder is added for yourself or a teammate, like /remind slash command.
Creates a new channel.
A new message is posted to your chosen #channel.
Send a direct message to a user or yourself through the Slackbot.
A new message is posted to your chosen private channel.
Sets the topic on a specific channel.
Updates your Slack status to the specified text & emoji.
In this paper we are going to talk about the integration of Odoo CRM with Slack.We will cover:What is Odoo CRM?
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.