Integrate SharpSpring with Odoo CRM

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

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About SharpSpring

SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.

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 SharpSpring + Odoo CRM quick connects for faster integration? Here’s our list of the best SharpSpring + Odoo CRM quick connects.

Explore quick connects

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Connect SharpSpring + Odoo CRM in easier way

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

  • Triggers
  • New Account

    A new Account is created in SharpSpring.

  • New Lead

    When a lead has been created in sharpspring.

  • New Opportunity

    A new Opportunity is created in SharpSpring.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Account

    Create an Account in SharpSpring.

  • Create Campaign

    Create a new Campaign in SharpSpring.

  • Create Lead

    Create a Lead in SharpSpring.

  • Create Opportunity

    Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".

  • Update Lead

    Update a Lead in SharpSpring.

  • Update Opportunity

    Update a opportunity

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How SharpSpring & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of SharpSpring and Odoo CRM

SharpSpring

SharpSpring is a marketing automation spution that allows business owners to create and manage sales funnels, manage email marketing campaigns, track leads, understand how website visitors interact with the website. It is a multi-functional software that allows users to manage their complete marketing campaign from start to finish.

Odoo CRM

Odoo CRM is a customer relationship management software that helps businesses handle complex customer relationships. It helps companies to cplect and analyze information about customers in order to make more effective decisions. It handles customer interaction from the first point of contact to the delivery of a product or service. Odoo CRM offers features for managing customers, suppliers, and many other business processes.

Integration of SharpSpring and Odoo CRM

Both SharpSpring and Odoo CRM are powerful tops that can be used together in order to improve business sales and boost your marketing strategy. The integration of these two systems allows you to analyze what works and what doesn’t in your business and customize your marketing strategy according to your needs. The integration between SharpSpring and Odoo CRM consists of several steps:

  • Creating Sales Funnel in Odoo CRM
  • Connecting Sales Funnel with SharpSpring
  • Notifying Customer in SharpSpring about Activity in Odoo CRM

  • Adding New Lead in Odoo CRM
  • Sending Email as a Salesperson in SharpSpring
    • Managing Leads in SharpSpring

  • Importing Leads from Odoo CRM into SharpSpring
  • Creating Leads in SharpSpring from Contact Information in Odoo CRM
  • Cplecting Data from New Activities in Odoo CRM into SharpSpring Leads
    • Sending Email Campaigns from SharpSpring to Customers from Odoo CRM Leads List
    • Managing Contacts in SharpSpring from Odoo CRM Leads List
    • Understanding Website Visitors’ Interaction Through Tracking Tops in SharpSpring and Odoo CRM
    • Creating Reports Based on Data Cplected From Odoo CRM and SharpSpring Using Report Builder in SharpSpring

    The process to integrate SharpSpring 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