Integrate Salesforce with Odoo CRM

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

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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 Salesforce and Odoo CRM Integrations

  • Salesforce Integration Odoo CRM Integration

    Salesforce + Odoo CRM

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

    Salesforce + Odoo CRM

    Create Customer to Odoo CRM from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Odoo CRM Integration Create Customer
  • Salesforce Integration Odoo CRM Integration

    Salesforce + Odoo CRM

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

    Salesforce + Odoo CRM

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

    Salesforce + Odoo CRM

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of Salesforce and Odoo CRM

Salesforce?

Salesforce is a leading provider of customer relationship management (CRM. software. It was founded in 1999 and is headquartered in San Francisco, California. Salesforce is ranked as one of the most innovative companies in the world. In early 2011, it was rated #1 on Forbes’ list of top 100 places to work. It has been listed among the fastest growing companies in the United States.

Odoo CRM?

Odoo CRM is a customer relationship management (CRM. enterprise software platform for small- and medium-sized businesses. The software is designed to help companies manage sales, marketing, manufacturing, finance, human resources, project management, e-commerce and customer service. Odoo also offers a wide range of open source Business Process Management (BPM. applications such as HR, Accounting, Manufacturing, Purchasing, Order Management, Loyalty Programs and Point of Sales. Odoo is based on the Python programming language and is available as a cloud computing service or as software that can be installed on a private server. Odoo integrates with third party applications by using an application programming interface (API. Odoo uses a community-based governance model.

Integration of Salesforce and Odoo CRM

Integration of Salesforce and Odoo CRM allows organizations to use both the tops appropriately. This integration helps them get complete visibility across their sales and marketing processes. It also helps them to close more deals faster and retain their customers better than before. According to Gartner prediction, Salesforce will reach $34 billion by 2016. Whereas, according to IDC prediction, Odoo will reach $600 million by 2018. Below are some features of Salesforce’s integration with Odoo CRM:

Salesforce – Odoo Integration:

Sales Cloud – Customer Relationship Management (CRM)

Sales Cloud provides an integrated view of your Customer Data from multiple sources including Salesforce, Salesforce1 Mobile, Email, Marketing Automation (Marketing Cloud), Service Cloud and Desk.com. You can view all Customer related activities on your calendar. You can schedule appointments with your customers from within Sales Cloud and easily track fplow-up activities using the “My Activities” view in Sales Cloud. You can also search for Customers directly from My Activities with just one click. These are some important features of Salesforce – Odoo integration:

Salesforce – Odoo Integration. Marketing Cloud – Sales CRM Integration

Marketing Cloud integration with Salesforce allows you to send targeted email campaigns with relevant content to your leads and contacts based on their demographic information and past activities on your website and social media profiles. You can also automate your email campaigns using rules. These are some important features of Salesforce – Odoo integration:

Marketing Cloud – Sales CRM Integration. Service Cloud – Sales CRM Integration

Service Cloud integration with Salesforce allows you to manage customer incidents tickets directly from a contact record in Salesforce or a lead record in Salesforce. Service reps can respve customer problems without having to switch between tops. These are some important features of Salesforce – Odoo integration:

Service Cloud – Sales CRM Integration. Desk – Customer Relationship Management (CRM. Integration

Desk – Customer Relationship Management (CRM. integration with Salesforce gives you a single point of contact for all customer interactions across social channels, emails, phone calls, live chats and forums. Using Desk, you can initiate cases directly from a case Contact record in Salesforce. These are some important features of Salesforce – Odoo integration:

Desk – Customer Relationship Management (CRM. Integration. Social Studio – Marketing Automation (MA. Integration

Social Studio integration with Marketing Automation (MA. allows you to post to Facebook Pages and Profiles from within Social Studio. You can also schedule Facebook posts from within Social Studio and monitor the effectiveness of your social media campaigns directly from within Marketing Automation (MA. These are some important features of Salesforce – Odoo integration:

Social Studio – Marketing Automation (MA. Integration. Analytics – Customer Relationship Management (CRM. Integration

Analytics integration with Salesforce shows aggregated views of key business metrics such as sales performance, leads generated, accounts won/lost/retained over time and pipeline performance across various departments in your organization. These are some important features of Salesforce – Odoo integration:

The process to integrate Salesforce 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.