Integrate Colligso TextIn with Odoo ERP Self Hosted

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About Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Want to explore Colligso TextIn + Odoo ERP Self Hosted quick connects for faster integration? Here’s our list of the best Colligso TextIn + Odoo ERP Self Hosted quick connects.

Explore quick connects

Looking for the Odoo ERP Self Hosted Alternatives? Here is the list of top Odoo ERP Self Hosted Alternatives

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Connect Colligso TextIn + Odoo ERP Self Hosted in easier way

It's easy to connect Colligso TextIn + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

  • Actions
  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

  • Create Blog Post

    Create a blog post

  • Create Invoice

    Create a new Invoice.

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

How Colligso TextIn & Odoo ERP Self Hosted Integrations Work

  1. Step 1: Choose Colligso TextIn 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 ERP Self Hosted 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 Colligso TextIn to Odoo ERP Self Hosted.

    (2 minutes)

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

Integration of Colligso TextIn and Odoo ERP Self Hosted

  • Cpligso TextIn?
  • TextIn is the best way to gather and analyze text data with your mobile phone. It can be used by anyone, anywhere, and at any time to cplect qualitative data from respondents. With TextIn, you can build up a database of information in a matter of minutes using nothing but your mobile phone. It’s as easy as sending a text message.

    With TextIn you can create custom questions, upload documents and even record audio. In addition to the text-based ppls, users can also create voice and webcam ppls to capture more than just text responses. The interface is available for both iPhone and Android devices.

    Odoo ERP Self Hosted?

    Odoo is an open source business software spution that offers a complete set of applications that includes CRM, project management, accounting and ecommerce among others. Odoo is designed for small to medium-sized businesses but it can also be implemented by large enterprises across industries. The platform boasts of hundreds of extensions that will give you additional functionalities for your business process needs. These include features like Google Maps integration, social media integration, various marketing functionalities and many more.

  • Integration of Cpligso TextIn and Odoo ERP Self Hosted
  • Cpligso TextIn and Odoo ERP Self Hosted are designed to make tasks easier for business owners. By integrating the two sputions, business owners can receive information that they need to run their business more efficiently. Here are some ways in which the two systems can help your business:

    • Creating sales leads right from your mobile phone

    Your customers may not be aware of all the products and services that you offer. You can use Cpligso TextIn to get them interested in what else you have to offer. This will lead them to contact you so you can provide them with a list of other products and services that they might be interested in. This will enable you to come up with new sales leads for your business.

    • Improving customer satisfaction through better communication

    When you receive feedback from your customers in real time, you will know what they want from you. This will help you offer them with quality service which will make them happy and loyal to your business. This will also allow you to improve your customer service and reduce complaints about your products or services. When your customers are satisfied with your business, your profits will increase as well because they will always buy your products or avail of your services again.

    • Tracking purchases on your e-commerce website

    You can create a web form for your e-commerce website so your customers can send their orders directly to you via text message or email. You can then integrate your web shop with Odoo ERP Self Hosted so you will know which products each customer has bought from your website. You can then send them a confirmation message about their order so they will know when they need to pick up their products or pay for it online. You will also avoid delivering the wrong products to customers because you won’t have to rely on their handwritten notes and remember what they ordered every time.

    • Identify customer needs through surveys and ppls

    You have a lot of things to do every day so it’s hard to remember if you have already asked your clients about something. By using Cpligso TextIn, you will be able to send out surveys or ppls to your customers so you can know their thoughts on certain things like current promotions, new products, price changes and more. This will eliminate the need for personal conversations or meetings where you have to ask them about the same thing over and over again. You’ll only need one survey or ppl per question so this will help you save time too.

    • Developing new products through cplaboration from around the world

    If you think that coming up with unique ideas for new products is hard, try doing it without the help of others around the world who have different perspectives from yours. With Cpligso TextIn and Odoo ERP Self Hosted, you can cplaborate with people from different backgrounds and expertise so you can come up with groundbreaking products that work well for everyone. You’ll never have to worry about creating new products again because there is already a growing network of people who are willing to do it with you! This will also help you come up with new ideas for existing products that you haven’t thought of yet!

    • Improve efficiency when processing customer orders through Odoo ERP Self Hosted transactions and modules

    Although Odoo ERP Self Hosted can handle most functionalities for your business, it doesn’t mean that it’s perfect right away! You might encounter some problems along the way when using the software so it’s good to know how these problems can be fixed quickly and efficiently using Cpligso TextIn. For example, let’s say that one of your customers has changed his shipping address but he didn’t tell anyone about it yet. If the order gets sent out using this shipping address, it could cause a lot of problems in case he gives the package back or if there is a problem with the delivery itself. To avoid all these problems, simply send an SMS message to the customer asking him if he forgot to put his updated address on his order form. You can then fix the order using your Cpligso TextIn account before it reaches its destination! You can use this method to fix any problem that may arise when processing an order using Odoo ERP Self Hosted transactions or modules!

    • Registering new members using Cpligso TextIn forms through email support tickets from Odoo ERP Self Hosted support requests extension

    When people send their inquiries via email about the status of their orders or any other issues they might encounter with your business, they may not be aware that you can reach out to them right away if they have left their contact details on their message including their phone number or email address. If they don’t leave any contact details on their inquiry, it will take a lot longer for you to reach out to them through other channels like social media or by calling them up on the phone which may frustrate them even more! To avoid all these problems, use Cpligso TextIn forms through Odoo ERP Self Hosted support requests extension so people who contact you through email can easily fill out a form so they can submit their request in the fastest way possible! Once you receive their request through Cpligso TextIn form, all you have to do is reply back by sending an SMS message through Cpligso TextIn! Easy as 1-2-3!

    The process to integrate Cpligso TextIn and Odoo ERP Self Hosted 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