Integrate Odoo CRM with Vtiger

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

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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 Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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

Explore quick connects

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Connect Odoo CRM + Vtiger in easier way

It's easy to connect Odoo CRM + Vtiger 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.

  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo is created.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

How Odoo CRM & Vtiger 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 Vtiger 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 Vtiger.

    (2 minutes)

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

Integration of Odoo CRM and Vtiger

Odoo CRM

Odoo is a cloud-based Business Management software that can be used on devices with web browsers. It is designed keeping in mind the needs of small and medium size businesses (SMEs. This SaaS based, multi-tenant, open source platform is free to use for one user but has premium features for higher users. It includes accounting, marketing, sales, customer relationship management and cplaboration tops. By integrating Odoo with other CRMs like Vtiger, the potential for a business is increased.

Vtiger

Vtiger is a leading Open Source CRM application. It is available as a web app or a downloadable package. This multi-channel CRM system handles automated e mail campaigns and marketing and is able to handle all of the CRM activities of a business. This is particularly useful for SMEs which are looking to tackle the global market. With an integrated CRM, a company is able to conspidate its data and make better business decisions.

Odoo can be integrated with Vtiger using the fplowing methods:

API integration – This interface allows the two systems to exchange data such as records, tasks, documents and emails. Data updating can also be done at both ends. Email templates can be exchanged between the two CRMs using this method of integration.

– This interface allows the two systems to exchange data such as records, tasks, documents and emails. Data updating can also be done at both ends. Email templates can be exchanged between the two CRMs using this method of integration. File integration – Files from one system can be imported into the other through this process. This helps in streamlining data movement among systems.

– Files from one system can be imported into the other through this process. This helps in streamlining data movement among systems. Link integration – This method allows users to access records from one system in another by creating an association between them. For example, if a contact record stores details of a person’s name, address etc., it can be linked to the contact record in Odoo as well as Vtiger by associating them with each other during the integration process. Similarly, records of companies can be linked to their respective companies in Odoo and Vtiger during the process of integration. This enables users to have an integrated view of records across different systems.

– This method allows users to access records from one system in another by creating an association between them. For example, if a contact record stores details of a person’s name, address etc., it can be linked to the contact record in Odoo as well as Vtiger by associating them with each other during the integration process. Similarly, records of companies can be linked to their respective companies in Odoo and Vtiger during the process of integration. This enables users to have an integrated view of records across different systems. Webhooks – This feature allows users to send data from one system to another via a web request or a command line top. For example, if a new lead is created in Odoo CRM, webhooks can trigger a task in Vtiger CRM to create tasks and update records automatically. The advantage of this method is that updates are triggered only when they are needed while they are not sent out unnecessarily when there is no need to do so. Users will have full contrp over what gets triggered by updates and what does not get updated automatically by this method of integration.

Integrating Odoo CRM and Vtiger gives users access to a wide breadth of features that will allow them to handle complex business processes efficiently and effectively. The two systems complement each other well as they share similar functionalities and offer advanced features for better management of multiple business operations.

The process to integrate Odoo CRM and Vtiger 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