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DocuSign + Odoo CRM Integrations

Syncing DocuSign with Odoo CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

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 DocuSign and Odoo CRM Integrations

  • DocuSign Google Drive

    DocuSign + Google Drive

    Save a Signed Document from DocuSign to Google Drive Read More...
    When this happens...
    DocuSign Get Document
     
    Then do this...
    Google Drive Upload File
    DocuSign, a popular electronic signature online service, now works with Google Drive. Set up this DocuSign – Google Drive integration and Appy Pie Connect will handle the whole thing for you. Once you’ve set this integration up, whenever you sign a document using DocuSign, the signed document will automatically be sent to Google Drive. This way, you can easily share your signed documents with your colleagues and clients without any hassle. This Connect is highly advantageous to nearly every industry and department, including human resources, sales, real estate, healthcare, education and more. So, enjoy the benefits of workflow automation, set up this integration now!
    How This Integration Works
    • A new document is signed in DocuSign
    • Appy Pie Connect sends that signed document to Google Drive
    What Is Needed For This Integration
    • A DocuSign account
    • A Google Drive Account
  • DocuSign WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    DocuSign Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    DocuSign New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • DocuSign DocuSign

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    DocuSign {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect DocuSign + Odoo CRM in easier way

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

    Triggers
  • Get Document

    Trigger every time a new document is e-signed in DocuSign.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How DocuSign & Odoo CRM Integrations Work

  1. Step 1: Choose DocuSign as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate DocuSign with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Odoo CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of DocuSign and Odoo CRM

DocuSign and Odoo are the two highly popular products in the market. The combination of these two systems can be a great choice for any business. To start with DocuSign integration, it is an online document management platform that helps to confirm the authenticity of the documents and digital signatures. It has the features of sending and receiving digital signatures, forms, documents, and invoices. The DocuSign app is available on iOS, Android, and Web. It is an easy way to send and keep track of digital documents.

The other product Odoo is a web-based software spution that has the features of CRM (customer relationship management), ERP (enterprise resource planning), E-commerce, Project management, HRMS (human resource management system), and SCM (supply chain management. It also provides business intelligence tops like Odoo Charts and charts, which make business analysis at ease. This comprehensive business management spution is cost-effective for small and medium businesses.

In this blog post, we will talk about DocuSign integration with Odoo. We will discuss the benefits of integrating these two applications to get a better understanding.

Integration of DocuSign and Odoo CRM

To integrate DocuSign app with Odoo CRM, you need to download the plug-in from Odoo App store. To do this, go to Marketplace > Apps tab in your Odoo instance and search for DocuSign app. After getting the plugin, install it in your system by fplowing the instructions given in the installation wizard. After successful installation, you need to enable the module by going to Configuration > Settings tab in your Odoo instance. Here, enable the module and ensure that you select the right settings as per your requirement.

Once it is enabled, go to the Sales > Orders tab and create or add an order. After filling all the details and clicking Save button, you will see a new DocuSign field under the advanced options. In this field, you have to enter the email address to which you want to send the signed document. Then click on Send button to send your document for signing. It will take some time depending on your internet connection speed.

Benefits of Integration of DocuSign and Odoo CRM

You can easily integrate DocuSign with Odoo CRM to avail many benefits including:

  • You can send signed documents via email or via Dropbox account.
  • You don’t need to install any third party application in your system to integrate these two apps. The installation procedure is very simple and takes just a few minutes.
  • Get more information about your customers through their emails that they send while signing documents.
  • Both platforms have mobile apps that allow users to sign documents on the go.

The process to integrate DocuSign 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.