Integrate Odoo CRM with Textline

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

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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 Textline

Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.

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

Explore quick connects
Connect Odoo CRM + Textline in easier way

It's easy to connect Odoo CRM + Textline 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 Contact Message

    Triggers when a new contact message is created.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

How Odoo CRM & Textline 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 Textline 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 Textline.

    (2 minutes)

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

Integration of Odoo CRM and Textline

  • Introduction to Odoo CRM
  • Odoo is a free open source software that provides business automation. Odoo is widely used in small and large enterprise organizations. It helps businesses to run their operations smoothly by automating the business tasks. It has a lot of features such as Sales, Inventory, Accounting, Warehouse Management, Human resources and so much more. The features of Odoo are customizable to fit any kind of business needs.

  • Introduction to Textline
  • Textline is a SaaS based text messaging platform. It is an online application that enables users to send and receive SMS messages from any device without having to know the technical details of the system. Textline provides user with an easy interface and a convenient way to send and receive SMS messages. It will definitely improve your customer service experience.

    Integration of Odoo CRM and Textline

    The integration of Odoo CRM and Textline will allow users to integrate their Textline account with their Odoo CRM account. They will be able to manage their Textline account and send and receive SMS messages from their Odoo CRM account. This feature could help users to track the performance of their business by sending out SMS messages to customers to know what they think about their products or services. This will be helpful for business owners who want to know the satisfaction level of their customers. It will also help them to send promotional offers and discounts directly to customers’ mobile phones whenever it is needed.

    Benefits of Integration of Odoo CRM and Textline

    The benefits of integrating Odoo CRM and Textline are as fplows:

    • Easy to Access. Users can access their Odoo CRM account from any device because it is a cloud-based application, so they don’t have to install anything on their computer or mobile phone. All they have to do is sign up from the Textline website, enable the integration between Odoo CRM and Textline, and that’s it! They can start using it immediately. No hassle at all. That’s why it is very useful for mobile salespeople who cannot carry heavy equipment around with them all the time.
    • Easy Messaging. The integration of Odoo CRM and Textline allows users to access their messaging application from within Odoo CRM interface. It also allows users to see all their messages from both platforms in one place which is very convenient for them because they don’t have to jump from one screen to another just to check their messages from both platforms. This integration allows customers to communicate with businesses through text messages which is a great benefit for both parties because it helps businesses to receive feedback from customers easily without having to call them or walk into their stores. This saves time and money for businesses because they do not need to hire anyone just to handle customer calls or walk-ins. And for customers, they don’t have to wait for days for someone to answer their calls or respond to their e-mails. They can now send their questions or problems with the products or services directly to businesses through text messages, anytime they want or need it.
    • High Security. The integration of Odoo CRM and Textline will prevent users from losing their messages because everything is stored in one place, so there is no need for them to worry about losing anything anymore. If they lose their phone or delete some important messages by accident, then they only need to log into their Odoo CRM account and see all their messages again in one place, which is very convenient for them. Also, if users want to stop receiving messages from businesses, they can easily disable or delete the integration between Odoo CRM and Textline anytime they like. They do not need to uninstall the application or remove any additional software from their computer because everything is done online through their browser. This makes it easier for them to use the application anytime they want since they don’t have to install any new software on their computers or mobile phones whenever they want to use it. This high security feature is very important for people who are worried about sending sensitive information over the internet because the information will be safe inside their Odoo CRM account where only authorized people can access them, so there is no need for them to worry about someone accessing it illegally through the internet.

    The process to integrate Odoo CRM and Textline 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