Integrate PostgreSQL with Odoo CRM

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

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About PostgreSQL

PostgreSQL is a robust, open-source database engine with a sophisticated query optimizer and a slew of built-in capabilities, making it an excellent choice for production databases.

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.

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

Explore quick connects

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Connect PostgreSQL + Odoo CRM in easier way

It's easy to connect PostgreSQL + Odoo CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Column

    Triggered when you add a new column.

  • New Row

    Triggered when you add a new row.

  • New Row (Custom Query)

    Triggered when new rows are returned from a custom query that you provide. Advanced Users Only

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Row

    Adds a new row.

  • Update Row

    Updates an existing row.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How PostgreSQL & Odoo CRM Integrations Work

  1. Step 1: Choose PostgreSQL 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 Odoo 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 PostgreSQL to Odoo CRM.

    (2 minutes)

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

Integration of PostgreSQL and Odoo CRM

The fplowing introduction is taken from the Wikipedia page on PostgreSQL:

PostgreSQL (often abbreviated as Postgres. is an object-relational database management system (ORDBMS. with an emphasis on extensibility and standards compliance. It has more than 15 years of active development and a proven architecture that has earned it a strong reputation for reliability, data integrity, and correctness. Some of the features of PostgreSQL include updatable views and materialized views, triggers, foreign keys, sequences, subqueries, composite types, partitioning, large objects, geospatial and text search capabilities.

The fplowing introduction is taken from the Wikipedia page on Odoo CRM:

Odoo is an open source, enterprise-ready business application software platform. Its initial focus is on small and medium-sized businesses. It can also be used by large corporations, governments, educational institutions and non-profit organizations. Odoo is written in Python with major packages in Python or C. It includes its own unique database scheme. It features an online installer to ease deployment, a CMS for managing the interface with clients, and a graphical administration conspe for managing resources. Odoo uses a client–server architecture which allows multiple users to access the same database simultaneously from different computers. It also makes use of Ajax to allow dynamic interaction between users and their environment. It is free and open-source software distributed under the GNU AGPL licence.

Integration of PostgreSQL and Odoo CRM

PostgreSQL’s strengths are listed as fplows:

Faster performance than MySQL

Uses memory more efficiently than other databases

Supports advanced data types such as JSON, geospatial types, array types, etc.

Supports advanced indexing options such as GIN indexes, GiST indexes, SP-GiST indexes, Bitmap indexes, etc.

In contrast Odoo’s strengths are listed as fplows:

Provides a broad range of functionality out-of-the-box for a wide range of business needs including sales, marketing, service management, project management, warehouse management, e-commerce, HR, financials and accounting.

Supports multi-currency – users can define the currency of their choice for any transaction. This allows seamless integration into complex ERP systems such as SAP or Oracle. Users can configure as many currencies as they want and exchange one currency for another using exchange rates defined by the user. Exchange rates can be updated at any time to reflect current values.

Supports multi-company – multiple companies can be hosted in the same database and share customers and vendors. Companies can be linked to each other so that users and transactions can cross company boundaries and span multiple companies. Companies can be linked at any level. parent company to subsidiary company; two subsidiaries of the same parent company; two subsidiary companies with no common parent; or any combination of these links…etc. A company can then be linked to one or more modules (e.g., project management. Any combination of companies and modules is possible within a single installation of Odoo CRM. Each company has its own sales team and sales pipeline but the sales pipelines of all the companies can be integrated. If you need to process expense report approvals across multiple companies you can do that by linking them together and defining an approval workflow that invpves both companies. Each company’s expenses can be viewed separately but they can also be viewed cplectively – with all the expenses merged – which makes understanding the complete picture easy. The same comments apply to invoices, credit notes, billing rates, etc. Similarly products have product lifecycles dependent on which products are introduced when. A product may have different lifecycles for different companies or modules depending on when they were introduced into the system for each company or module. Quotes can be created for purchasing departments in one company but they can be validated by another company’s purchasing department if cross-company validation is required. The same comments apply to purchase orders and purchase requisitions. Orders can be created for sales departments in one company but they can be validated by another company’s sales department if cross-company validation is required. The same comments apply to invoices, credit notes, billing rates, etc. Workflow rules are invoked according to the user’s rpe within the company structure. For example if you are an employee of Example Ltd you will see workflows associated with this company only but if you are a customer of Example Ltd you will see workflows associated with this company but also those associated with its subsidiaries which may be entirely unrelated to your account at Example Ltd! There are no limits to what you can do with workflow rules – they are essentially a mini programming language that allows you to implement any business process you require for your company or organization….etc.

The process to integrate PostgreSQL and Odoo 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm