Zoom + Odoo CRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoom and Odoo CRM
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Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.
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 IntegrationsLooking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives
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Airtable
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Odoo ERP Self Hosted
Best ways to Integrate Zoom + Odoo CRM
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When this happens...
New Recording
Then do this...
Create Lead/Opportunity
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When this happens...
New Recording
Then do this...
Create Customer
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Zoom + Odoo CRM
Update Customer in Odoo CRM when New Recording is created in Zoom Read More...When this happens...
New Recording
Then do this...
Update Customer
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When this happens...
New Registrant
Then do this...
Create Lead/Opportunity
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When this happens...
New Registrant
Then do this...
Create Customer
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoom + Odoo CRM without coding knowledge. Start creating your own business flow.
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New Meeting
Triggers when a new Meeting or Webinar is created.
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New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
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New Registrant
Triggers when a new registrant is added to a Webinar.
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New Customer
Triggers when you add a new Customer.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity.
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Create Meeting
Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.
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Create Meeting Registrant
Add a new meeting registrant.
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Create Meeting Registration Custom Question
Create registration questions that will be displayed to users while registering for a meeting.
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Create Registrant
Creates a new webinar registrant.
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Create Customer
Creates a customer.
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Create Lead/Opportunity
Create a new Lead/Opportunity.
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Update Customer
Updates a customer.
How Zoom & Odoo CRM Integrations Work
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Step 1: Choose Zoom as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo CRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoom to Odoo CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoom and Odoo CRM
Zoom?
Zoom is a free video conferencing top that allows users to speak face-to-face from anywhere in the world. It allows up to 49 people to connect by video from any device.
Odoo CRM?
Odoo CRM is a cloud-based enterprise resource planning (ERP. system for small and mid-size businesses. It includes modules for sales, marketing, manufacturing, accounting, human resources, project management, and others.
Integration of Zoom and Odoo CRM
Integration of Zoom and Odoo CRM allows companies to improve their communication process. Marketing and Sales departments can do video conference calls with customers, while they are on the go or at home. This way, they can provide a great customer experience and build trust with customers. Moreover, during video conference calls, you can support your customers with great product knowledge, which brings customers back again and again.
Benefits of Integration of Zoom and Odoo CRM
Integration of Zoom and Odoo CRM gives us 3 main benefits:
Improved Team Cplaboration. Integration of Zoom and Odoo CRM allows employees to improve team cplaboration. Now Marketing, Sales, and Product Development departments can work together from distance and make things happen faster. Improved Customer Experience. Integration of Zoom and Odoo CRM helps sales teams provide better service to their customers. They have the ability to answer all customer’s questions in real time using the data available through Odoo CRM. For example, if the customer is asking about pricing information, the sales rep can use the product pricing module in Odoo CRM to show the price right away. Improved Product Knowledge. Integration of Zoom and Odoo CRM helps sales reps to have an excellent product knowledge so that they can sell more effectively. They can access all product details through Odoo CRM, including product features, prices, technical specifications, etc. This helps sales reps to improve their selling skills by providing accurate information to customers.
In this article, we have talked about the integration of Zoom and Odoo CRM. We have discussed various benefits of integration of these two software sputions. If you want to know how to integrate them, contact us at [email protected].
The process to integrate Zoom 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.
