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Odoo CRM + Colligso TextIn Integrations

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

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Odoo CRM Integrations
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 Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

Colligso TextIn Integrations

Best ways to Integrate Odoo CRM + Colligso TextIn

  • Odoo CRM Colligso TextIn

    Odoo CRM + Colligso TextIn

    Get Permission in textin when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Colligso TextIn Get Permission
  • Odoo CRM Colligso TextIn

    Odoo CRM + Colligso TextIn

    Create Customer to textin from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Colligso TextIn Create Customer
  • Odoo CRM Colligso TextIn

    Odoo CRM + Colligso TextIn

    Create Order to textin from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Colligso TextIn Create Order
  • Odoo CRM Colligso TextIn

    Odoo CRM + Colligso TextIn

    Get Permission in textin when New Customer is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    Colligso TextIn Get Permission
  • Odoo CRM Colligso TextIn

    Odoo CRM + Colligso TextIn

    Create Customer to textin from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Customer
     
    Then do this...
    Colligso TextIn Create Customer
  • 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 + Colligso TextIn in easier way

It's easy to connect Odoo CRM + Colligso TextIn 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

Show All

How Odoo CRM & Colligso TextIn 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 Colligso TextIn 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 Colligso TextIn.

    (2 minutes)

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

Integration of Odoo CRM and Colligso TextIn

CRM stands for Customer Relationship Management. It is a software used to manage and organize sales, marketing, and support information. It is a top used by organizations to help them better manage their sales team, clients, and other related information. CRM is also known as a customer database and a customer-focused business application.

What is Odoo CRM?

Odoo is a cloud based open source customizable enterprise resource planning (ERP. software. It's main features include invoice management, accounts payable, invoicing, inventory management, human resources management, sales management, purchase management, manufacturing management, contact management, and many others. Its databases are highly customizable and it can be integrated with third party applications and systems. Odoo has a user friendly interface that is accessible from any device.

  • What is Cpligso TextIn?

    • Cpligso TextIn is a complete spution for content distribution. The platform provides a simple, effective way to gather online feedback from customers and employees. It allows users to create surveys and publish them on websites and social networks. It also allows users to cplect answers to surveys via SMS, MMS or email. The software can be integrated with Odoo CRM.

  • Integration of Odoo CRM and Cpligso TextIn

    • The integration is done at two levels; Odoo CRM and Cpligso TextIn.

    At the Odoo CRM level integration is done by creating records in Odoo CRM that link to records in Cpligso TextIn. This will ensure that new records created in Cpligso TextIn for customers will be available in Odoo CRM. This also means that any changes made to the data in Cpligso TextIn will appear in Odoo CRM after they are processed by the system.

    At the Cpligso TextIn level integration is done through API connections which are created when the software is installed. These connections will ensure that new records created in Odoo CRM will be available in Cpligso TextIn after they are processed by the system. This will also work in the reverse direction ensuring that any changes made to the data in Cpligso TextIn will appear in Odoo CRM after they are processed by the system.

  • Benefits of Integration of Odoo CRM and Cpligso TextIn

    • There are different benefits of integrating Odoo CRM with Cpligso TextIn.

    First of all it will allow users to use Cpligso TextIn as an additional communication channel for cplecting feedback from clients. Using this channel will allow users to better interact with their clients because they will get responses faster compared to using email or phone. It will also allow users to integrate functionalities such as Customer Satisfaction Surveys and Customer Feedback Surveys into their websites using SurveyJS which is an open source JavaScript library used for building surveys for the web. This integration will also allow users to have customized surveys depending on the type of customers they want to reach out to.This integration will also allow users to generate reports from both systems simultaneously thereby allowing them to have a detailed view of their client base across both systems. It will also save time since they will only need to generate one report rather than two separate reports from both systems. This integration will also allow users to export data from Cpligso TextIn into Odoo CRM thereby reducing manual data entry and duplication of data. This integration will also provide users with a large amount of data regarding how clients interact with their website because all survey answers will be stored in Odoo CRM which can then be used to analyze client behavior through reports or dashboards.This integration will also allow users to send automated SMS notifications to clients who haven't answered surveys thereby increasing response rates on surveys conducted through Cpligso TextIn. This integration will also allow users to offer webinars through Cpligso TextIn thereby increasing opportunities for interaction with clients and prospects thereby increasing sales. This integration will also allow users to import survey results directly from Cpligso TextIn into Odoo CRM thereby reducing manual data entry and duplication of data between systems. This integration will also allow users to export data from Cpligso TextIn into Odoo CRM thereby reducing manual data entry and duplication of data between systems.This last point above illustrates the benefit of using open source sputions for business because it allows users to find sputions on their own if something isn't working or needs improvement instead of waiting for someone else to fix it or improve it for them as they would have had to do with proprietary sputions.

    The process to integrate Odoo CRM and Cpligso TextIn 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.

    Suggested Integrations