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Odoo ERP Self Hosted + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo ERP Self Hosted and Customerly

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.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best Odoo ERP Self Hosted and Customerly Integrations

  • Odoo ERP Self Hosted WordPress

    Odoo ERP Self Hosted + WordPress

    Create blog posts on WordPress about new Odoo ERP store products Read More...
    When this happens...
    Odoo ERP Self Hosted New Product
     
    Then do this...
    WordPress Create Post
    With this Appy Pie Connect integration you can automatically create new blog entries about your products. Once active, Appy Pie Connect will transfer the product information you specify and produce a new blog post in your WordPress blog whenever you add a new product to your OpenERP store. Then all you have to do is add more information about the product and publish—no more copying and pasting data from OpenERP into WordPress.
    How It Works
    • A new products is added to your Odoo ERP store
    • Appy Pie Connect create a new post on WordPress.
    What You Need
    • Odoo ERP account
    • WordPress account
  • Odoo ERP Self Hosted Google Calendar

    Odoo ERP Self Hosted + Google Calendar

    Create detailed Google Calendar events from new Odoo ERP events Read More...
    When this happens...
    Odoo ERP Self Hosted New Calendar Event
     
    Then do this...
    Google Calendar Create Detailed Event
    Do you need some assistance keeping your calendar up to date with your OpenERP events? Set up this OpenERP Google Calendar integration to make the connection smooth from then on. When you do, any new event you enter in OpenERP will instantly create a new comprehensive event in Google Calendar, complete with all the details you need to stay on top of what's coming up.
    How This Odoo ERP-Google Calendar Integration Works
    • A new calendar event is added to your Odoo ERP store
    • Appy Pie Connect create a detailed event on Google Calendar.
    What You Need
    • Odoo ERP account
    • Google Calendar account
  • Odoo ERP Self Hosted AWeber

    Odoo ERP Self Hosted + AWeber

    Create new AWeber subscribers from Odoo ERP leads Read More...
    When this happens...
    Odoo ERP Self Hosted New Lead/Opportunity
     
    Then do this...
    AWeber Create Subscriber
    Set up this Odoo ERP- Mailchimp integration and let us take care of keeping your leads up to date with your newsletters and announcements. When you do, every new lead uploaded to Odoo ERP will add a new subscriber to your AWeber list automatically and reliably, ensuring that your marketing reaches all of those potential customers.
    How This Integration Works
    • A new lead is added to Odoo ERP
    • Appy Pie Connect creates a new subscriber to AWeber.
    What You Need
    • Odoo ERP account
    • AWeber account
  • Odoo ERP Self Hosted AWeber

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    {{item.message}} Read More...
    When this happens...
    Odoo ERP Self Hosted {{item.triggerTitle}}
     
    Then do this...
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Connect Odoo ERP Self Hosted + Customerly in easier way

It's easy to connect Odoo ERP Self Hosted + Customerly 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 User

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

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Odoo ERP Self Hosted & Customerly Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo ERP Self Hosted with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

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

Integration of Odoo ERP Self Hosted and Customerly

Odoo ERP Self Hosted?

Odoo is a free and open source business application software suite. It is used by small, medium and large organizations in all industries. The benefits of using Odoo is that there is no need for any coding, it is easy to get started, it is affordable and customize as per your business needs.

Customerly ?

Customerly is a CRM top which was launched back in 2015 by Odoo and it is designed to assist businesses in managing their client’s data. The main idea behind Customerly is to help users enter data once, and then have the system automatically apply it throughout the top.

  • Integration of Odoo ERP Self Hosted and Customerly
  • Odoo and Customerly are integrated in a way that client can view their orders under Sales section of their dashboard. After logging in to Customerly, customer can see all the orders they placed on various suppliers. They can also search for orders using order number, order date and many other parameters. Also, customer can cancel an order, change address and many other operations from within Odoo Customerly app. This integration allows customers to check all their orders easily from their dashboard.

  • Benefits of Integration of Odoo ERP Self Hosted and Customerly
  • This integration has fplowing benefits:

    • Customers can track all their active orders anywhere.
    • Customers can access full history of their orders in one place.
    • Customers can cancel orders anytime without calling supplier or visiting office.
    • Customers can change addresses from anywhere without calling supplier or visiting office.
    • Customers can find out when items will be shipped and what was the delivery date of last order.
    • Customers can create a new account with one click inside Odoo ERP Self Hosted.
    • Customers can view product details including pictures, description and main features along with price list inside Odoo ERP Self Hosted.
    • Customers can add products to shopping cart and make secure payments in few steps inside Odoo ERP Self Hosted.

    In conclusion, we would like to say that this integration has helped us stay ahead of our competitors. Customers are happy to see both systems integrated together so well.

    The process to integrate Odoo ERP Self Hosted and Customerly 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.