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GoToTraining + Odoo CRM Integrations

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

About GoToTraining

GoToTraining is the online training software to engage learners before, during, and after sessions. It enables enterprises and individuals to provide interactive training sessions to both employees and customers, regardless of location.

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.

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Connect GoToTraining + Odoo CRM in easier way

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

    Triggers
  • New Training

    Triggers when there is a new training event.

  • New Training Registrant

    Triggers when you get a new registrant for a particular event.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Registrant

    Creates a registrant for a particular training.

  • Create Training

    Creates a training

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How GoToTraining & Odoo CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate GoToTraining 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 GoToTraining and Odoo CRM

Good morning everyone! My name is Peter and I am the Student Representative of the University of Applied Science L├╝beck. For my thesis I will show you an example of how GoToTraining can be integrated with Odoo CRM. The aim of the integration is to improve customer satisfaction by allowing users to provide feedback, which will be directly forwarded to Odoo CRM.

First, let us take a look at what GoToTraining is. GoToTraining is a web based company, which provides on-demand training on software applications. In general, the user is able to choose from a list of available courses and can purchase them online. The training itself takes place in a virtual environment where the user can connect to a virtual classroom or a virtual lab.

Odoo CRM is a customer relationship management top that allows users to manage their business processes. It was designed to replace paper-based processes and to reduce costs by automating various business procedures.

Now that we have a better understanding of both products, let us have a look at how these two products work together. In our case study, we focus on the fact that after each training course, the user can get in touch with the company through different channels such as phone, email, chat or even Skype. This allows for direct contact between the user and the service personnel of the company. After receiving a new email notification from Odoo CRM, a user wants to get in touch with a member of Odoo CRM's staff. The Odoo CRM employee who has been assigned to this task checks his workflow list and sees that there is one new request waiting for him. He then gets in touch with the user and offers support. After this process he logs back in to Odoo CRM and completes the task in his workflow list. This way, all information about the new request is entered in Odoo CRM and available for further processing.

In conclusion, we want to say that in order to automate and optimize business processes in companies today, it is essential that they use modern and flexible sputions such as GoToTraining and Odoo CRM which allow them to integrate these systems with ease and speed. This is especially important in organizations that interact with customers frequently and where customer satisfaction is paramount.

Thank you for your attention!

The process to integrate GoToTraining 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.