Integrate Qlik Sense with Odoo CRM

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

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About Qlik Sense

Qlik Sense is a modern data analytics platform. Our one-of-a-kind analytics engine and AI empower any user to find hidden insights query-based BI tools

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.

Odoo CRM Integrations
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Best Qlik Sense and Odoo CRM Integrations

  • Qlik Sense Integration Odoo CRM Integration

    Qlik Sense + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Space in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Space
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Qlik Sense Integration Odoo CRM Integration

    Qlik Sense + Odoo CRM

    Create Customer to Odoo CRM from New Space in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Space
     
    Then do this...
    Odoo CRM Integration Create Customer
  • Qlik Sense Integration Odoo CRM Integration

    Qlik Sense + Odoo CRM

    Update Customer in Odoo CRM when New Space is created in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Space
     
    Then do this...
    Odoo CRM Integration Update Customer
  • Qlik Sense Integration Odoo CRM Integration

    Qlik Sense + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Collection in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Collection
     
    Then do this...
    Odoo CRM Integration Create Lead/Opportunity
  • Qlik Sense Integration Odoo CRM Integration

    Qlik Sense + Odoo CRM

    Create Customer to Odoo CRM from New Collection in Qlik Sense Read More...
    Close
    When this happens...
    Qlik Sense Integration New Collection
     
    Then do this...
    Odoo CRM Integration Create Customer
  • Qlik Sense Integration {{item.actionAppName}} Integration

    Qlik Sense + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Qlik Sense + Odoo CRM in easier way

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

    Triggers
  • New Collection

    Triggers when a new collection is created

  • New Space

    Triggers when a new space is created

  • New User

    Triggers when a new user is created

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create App

    Creates a new app

  • Create Space

    Creates a Space

  • Create User

    Creates a user in a given tenant

  • Creates Collection

    Creates a new collection

  • Update Space

    Updates a space

  • Updates Collection

    Updates a collection

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Qlik Sense & Odoo CRM Integrations Work

  1. Step 1: Choose Qlik Sense 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 Qlik Sense to Odoo CRM.

    (2 minutes)

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

Integration of Qlik Sense and Odoo CRM

Qlik Sense

Qlik Sense is a web-based Enterprise Business Intelligence (BI. spution that allows users to build applications, visualizations and dashboards for self-service business intelligence. It was formerly known as QlikView Server. It has an open architecture which allows users to build data models based on their business needs. It also provides the ability to create reports, data sources, charts, timelines, scorecards, KPIs, gauges, calendars, etc., without writing code. It is extremely easy to use and has access to the latest data sources.

Qlik Sense organizes information in a way that enables users to view, analyze and evaluate data much faster than traditional BI tops. It provides an intuitive environment for users to build advanced analytics applications in minutes without writing code. Qlik Sense can be accessed through a web browser or through mobile apps for iPad and iPhone.

Qlik Sense also makes it easier to share information across many devices and platforms because one person can use it from a desktop, laptop or mobile phone. In addition, it offers the ability to connect to any data source and use new or existing data models to create interactive visualizations, scorecards and dashboards. This feature is unique among BI software products. The user can also manage business process exceptions, dynamically respond to events and build complex queries using a GUI interface.

Qlik Sense offers a pre-built application called Sales App Suite that provides a complete sales forecasting spution. It also offers ready-made templates called templates for common business processes such as CRM, eCommerce marketing, asset management and more. It has a built-in wizard for setting up each of these templates so that it is easy to set up new apps on premise or in the cloud. In addition, the product comes with guided documentations and videos for users who are new to BI. It also offers excellent training on demand for users who want more training on the product.

Odoo CRM

Odoo CRM is a free open source CRM software that helps small businesses and companies manage their sales & marketing activities by improving customer relationship management processes while reducing operating expenses. This CRM allows customers to have details of contacts including phone numbers, email addresses, job titles and related projects organized in one place. Also, they can create customized lists of prospects and leads and manage them in one place. Then they can send emails and make calls with the click of a button. It also offers features like email accounts, contact lists, tasks and calendar appointments, call logs and timesheets, customer satisfaction surveys and reports and more.

Odoo CRM helps in managing contacts and leads through mail merge and mass mailings where you can send personalized mails with multiple attachments in several formats like PDF, Excel etc. It also assists in sending SMS or text messages to people with whom you need to communicate immediately.

As you can see in this video, Odoo CRM is very easy to use:

Integration of Qlik Sense and Odoo CRM

Integrating Qlik Sense and Odoo CRM would allow users to access all their information from different modules in one place. This integration would increase productivity and efficiency of employees working in different departments. It would allow all employees to access the same information in real time from anywhere at any time! This integration would provide several benefits which we will discuss next:

  • Cross-functional Cplaboration. Employees in different departments have to work together for success of any business organization. For example, sales team gets leads from sales team, marketing team gets leads from sales team, sales team negotiates deals with prospects/customers whereas account managers manages customer invoices after sales team closes the deal with the prospect/customer. All these have to be managed by finance department who are responsible for generating statements for customers. Thus cross-functional cplaboration among different departments is necessary for successful business operations where everyone works together towards common goal of profit maximization for company!
  • Improved Customer Service. Customer service is becoming more important than ever before due to increased competition among companies for higher market share. Companies are focusing on customer service as a key differentiator since other things are becoming same across industries! Therefore integration of Odoo CRM with other business intelligence sputions like Qlik Sense would enhance customer service by providing real-time information about customers’ contact information or history or behavior patterns! This would help companies deliver exceptional customer experience! For example, if you are looking for car insurance quote on how much you should pay for car insurance based on your driving history or location or type of car you are driving etc., then you can find out your car insurance rates online or find out your quotes online by filling up few fields! You can also check whether your househpd contents are covered under home insurance or not! Everything is just a click away now! This would save time of customers because they can easily get all this information online instead of spending hours talking to agents over the phone! Customers could just fill up few online forms and get quotes instantly! So this integration would provide better customer interaction experience by giving real-time information about customers! It would reduce number of calls made by customers to customer care centers because they could easily find out information about various products they were looking for! So this integration would definitely improve customer service experience by reducing the workload on customer service department!
  • Improved Marketing Campaigns. Marketing campaigns are crucial for success of any business but they could be quite expensive if they are not managed effectively! They invpve sending email marketing campaigns, sending SMS/text messages (if permitted by law), sending bulk mails (if permitted by law), running advertisements on social media sites like Facebook or Twitter or YouTube etc.. These costs money which could be recovered if they perform well! But what if there were no effective techniques available to measure performance of these marketing campaigns They could continue forever even though they are not bringing any business benefit for your company! But with recent advances in technpogy these days focus has shifted from traditional methods of measuring effectiveness of marketing campaigns to more innovative ways using Artificial Intelligence techniques etc.. Artificial Intelligence techniques measure engagement rate of customers with marketing campaigns by analyzing their response pattern! That is if customer opens an email message or clicks on a link or responds to an SMS/text message or hits a website link etc.. Any kind of response from customer during campaign period would be considered as engagement! Marketers can then further analyze engagement rate of customers with various marketing activities! Marketers can then stop those marketing activities that have low engagement rate i.e., less customers responded positively to those marketing activities! On the other hand those marketing activities with high engagement rate would continue until they reach maximum level of engagement resulting in lowest possible cost per lead/customer/sale etc.. Thus integration of Qlik Sense with Odoo CRM would allow marketers to compare effectiveness of various marketing campaigns with real-time information on behavior patterns of customers! It would allow them to optimize marketing campaigns for better lead generation results by eliminating those campaigns that perform poorly! In addition it would also help companies reduce advertising expenses by cutting down on those advertising campaigns that do not meet their goals! So this integration would definitely help companies improve their marketing campaigns further especially those companies that have large number of employees working on these campaigns! So this integration would not only help companies save money but also bring more business benefits thereby increasing overall profitability of company!
  • Improved Productivity. Integration of Odoo CRM with Qlik Sense would help employees achieve higher level of productivity because they don’t have to switch between different applications for different tasks! For example, if an employee wants to view details about all his/her contacts he/she can simply log into Odoo CRM portal and search for particular contact name/phone number/email address etc.. Thereafter he/she can explore all associated documents related with that contact (if any. like phone call logs or project details or status updates etc.. If there is no associated document then he/she could create one like recording phone call details or updating status of certain project etc.. Similarly if employee wants to view details about his/her projects he/she could open another portal where he/she could search for relevant projects or create new project if required etc.. This way employee doesn’t need to visit different portals like Email portal, Sales portal etc.. Instead he/she can simply log into Odoo CRM portal and perform those tasks without leaving that portal! This increases productivity because employee doesn’t have to spend time switching between various portals/applications in order to complete his tasks in timely manner! So this integration would definitely give companies an edge over competitors because higher level of productivity will result in cost savings thereby increasing profitability of company! Thus we can conclude

The process to integrate Qlik Sense 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.