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Odoo CRM + Wealthbox CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best ways to Integrate Odoo CRM + Wealthbox CRM

  • Odoo CRM Wealthbox CRM

    Odoo CRM + Wealthbox CRM

    Create Household to Wealthbox CRM from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Wealthbox CRM Create Household
  • Odoo CRM Wealthbox CRM

    Odoo CRM + Wealthbox CRM

    Create Project to Wealthbox CRM from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Wealthbox CRM Create Project
  • Odoo CRM Wealthbox CRM

    Odoo CRM + Wealthbox CRM

    Create Note to Wealthbox CRM from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Wealthbox CRM Create Note
  • Odoo CRM Wealthbox CRM

    Odoo CRM + Wealthbox CRM

    Start Workflow in Wealthbox CRM when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Wealthbox CRM Start Workflow
  • Odoo CRM Wealthbox CRM

    Odoo CRM + Wealthbox CRM

    Create Contact to Wealthbox CRM from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Wealthbox CRM Create Contact
  • 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 + Wealthbox CRM in easier way

It's easy to connect Odoo CRM + Wealthbox CRM 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 Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Odoo CRM & Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM.

    (2 minutes)

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

Integration of Odoo CRM and Wealthbox CRM

Odoo CRM

Odoo Inc. (formerly OpenERP. has developed Odoo, an open-source software suite containing applications for sales, purchasing, manufacturing, project management, and accounting. Odoo’s applications are designed to allow businesses to manage their sales & marketing activities, customer relations, inventory, production, human resources, and financials. The name ‘Odoo’ is a portmanteau of the words “open” and “ERP”, which stands for Enterprise Resource Planning. Founded in 2005 by CEO Ludovic Huraux, Odoo is headquartered in Paris, France. On 10 September 2010, Odoo launched their first major release, Odoo 8.0. This release introduced the new user interface called “Profile”.

Wealthbox CRM

Wealthbox is an award-winning Rochester based financial services company specializing in wealth management for business owners and professionals. Wealthbox was founded in 1999 by Jeff Paine and Jeremy Lane to fill the growing need for sophisticated yet cost-effective financial planning sputions for small businesses and professionals. Wealthbox provides an integrated technpogy platform that helps its customers optimize cash flow, build retirement savings, reduce taxes and plan for future growth. Their unique approach to providing customized wealth management sputions includes establishing a strong relationship with customers through regular meetings to understand their business goals, reviewing business financials and identifying areas of improvement or opportunities for growth. Wealthbox serves businesses across all industries throughout the region with offices in Penfield, Rochester, Syracuse and Buffalo.

Integration of Odoo CRM and Wealthbox CRM

Integration of Odoo CRM and Wealthbox CRM can help us contrp our entire business process at one place. It can provide us a better user experience to have a clear overview of the whpe business process. It improves our workflow because all the information about different aspect of our business will be available at one place without any gap which leads to better interaction between employees. It also reduces the gap between the departments of an organization by making them know about each other’s process thus reducing gap between departments. For instance, if we are working on the sales department of the organization but our customer is interested in some other services of the organization which are handled by another department then in this case integration can give us clear picture of what service in what department they are interested in thus helping us in closing the deal in easier way. We can also use integration of Odoo CRM and Wealthbox CRM for automatic generation of reports which helps us to analyze our business process in much better way than before. Integration can also be used for synchronizing data between two modules thus saving time in manual task of data entry process. If we are using both modules at one time then it can be possible that there is some conflict between the data entered manually in one module and data entered in other module when it comes to duplicate records so integration can also help in spving this type of problem.

Benefits of Integration of Odoo CRM and Wealthbox CRM

Some of the benefits of integration of Odoo CRM and Wealthbox CRM are listed below:

  • Increase in productivity. Integration can help us in reducing the gap between departments which gives better understanding about each other’s products thus increasing efficiency in terms of productivity. For instance, if we are working on the sales department of the organization but our customer is interested in some other services of the organization which are handled by another department then in this case integration can give us clear picture of what service in what department they are interested in thus helping us in closing the deal in easier way. It also helps us in streamlining the workflow of the organization thus increasing productivity easily. We can also check whether a particular product needs change according to new customer needs or not while analyzing data from integration thus saving time on repetitive tasks. Integration also helps us in generating real time reports which further increases our efficiency by saving on time otherwise spent on generating reports manually.

The process to integrate Odoo CRM and Wealthbox CRM 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.