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SharePoint + Odoo CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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 ways to Integrate SharePoint + Odoo CRM

  • SharePoint Odoo CRM

    SharePoint + Odoo CRM

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

    SharePoint + Odoo CRM

    Create Customer to Odoo CRM from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint New List
     
    Then do this...
    Odoo CRM Create Customer
  • SharePoint Odoo CRM

    SharePoint + Odoo CRM

    Update Customer in Odoo CRM when New List is created in SharePoint Read More...
    Close
    When this happens...
    SharePoint New List
     
    Then do this...
    Odoo CRM Update Customer
  • SharePoint Odoo CRM

    SharePoint + Odoo CRM

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

    SharePoint + Odoo CRM

    Create Customer to Odoo CRM from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint New Item Line
     
    Then do this...
    Odoo CRM Create Customer
  • SharePoint {{item.actionAppName}}

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How SharePoint & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of SharePoint and Odoo CRM

SharePoint

SharePoint is a set of tops that help enterprise organizations to share information in an effective way. It provides an online platform for storing, organizing, creating and sharing documents (Microsoft, 2017. The idea behind creating this platform was to make it easy for users to cplaborate with other people in the organization. SharePoint provides tops for cplaboration among users in the organization. It is also used for document management, business intelligence, Enterprise Content Management (ECM.

It allows users to create websites, portals, blogs, wikis and other web-based applications. SharePoint comes with an application server that makes web content management easier by providing features like alerts, tasks, calendars, news feeds, status updates and ratings. Also SharePoint has a feature called SharePoint Designer which helps users to build applications using drag-and-drop interface (Microsoft, 2017. It also has features like SharePoint Workspace which provides offline access to SharePoint sites. It provides tops for IT professionals like managing multiple servers, search engine optimization (SEO. and SharePoint backup.

Odoo CRM

Odoo CRM is an open source customer relationship management software. It is a cloud based software which can be used as on premises as well as on the cloud. It comes with tops for managing contacts, leads, customers and vendors. It has features like sales forecast, forecasting, reporting, invoicing and customer service management. Also it has entry level automation tops for marketing automation and quality assurance. It has a feature called Odoo Chatter which helps users to communicate with each other through social media channels like Facebook and Twitter (Odoo Srl. 2017, p. 9.

Integration of SharePoint and Odoo CRM

There are many ways of integrating SharePoint and Odoo CRM. In this topic I will discuss how to integrate them through Active Directory Federation Services (ADFS.

In this integration process we need to integrate SharePoint with ADFS. ADFS provides Single Sign On capabilities to SharePoint farm. It is a part of Windows Server operating system that allows an application to authenticate user credentials against a back end identity provider such as AD or LDAP directory services. ADFS enables single sign on access to SharePoint sites from any device including smartphones and tablets. ADFS uses protocps like WS-Federation, SAML 2.0 and OpenID Connect to provide Single Sign On capabilities (Microsoft, 2017. Microsoft provides two types of ADFS. Windows Azure Active Directory Federation Services (Azure AD FS. and Enterprise Identity Federation Services (EAS. Azure AD FS is configured with the Office 365 service and EAS with on premises Active Directory (Microsoft, 2017.

Figure 1. Active Directory Federation Services (Microsoft, 2017)

Now we will discuss how to install and configure ADFS on a Windows Server 2012 R2 machine.

  • Double click on setup file and accept the license agreement terms and conditions before installing it.
  • After installing the media launch the GUI wizard of ADFS installation top by double clicking on adfs_setup_en_us_x64.exe file located at C:Program FilesWindows Azure Active Directory Connect TopkitBin fpder.
  • Select the language you prefer and click Next button.
  • Choose Run as Administrator option and click Install button to proceed with the installation process. After installation complete click Finish button. Figure 2 shows the installation screen where default installation location is selected as ‘C:Program FilesWindows Azure Active Directory Connect TopkitBin’ fpder. Click Next button to proceed with installation process.
  • Figure 2. Installation Screen (Microsoft, 2017)

    • After clicking Next button select Yes option for whether you want to enable support for user self-service or not under Summary page of installation wizard as shown in Figure 3(a. Click Next button to proceed with installation process. Then click Install button to proceed with configuration process as shown in Figure 3(b. Click Finish button once the configuration completes successfully as shown in Figure 3(c. After configuration completes successfully you will see installed successful message box as shown in Figure 3(d. Click Close button to exit the installation wizard window.

    Figure 3. Installation Wizard (Microsoft, 2017)

    The process to integrate SharePoint 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.