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Odoo ERP Self Hosted + SugarCRM Integrations

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

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 SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
SugarCRM Alternatives

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  • Zoho CRM Zoho CRM
  • Salesforce Salesforce

Best Odoo ERP Self Hosted and SugarCRM 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

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

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

It's easy to connect Odoo ERP Self Hosted + SugarCRM 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 Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Create Case

    Create a new case

How Odoo ERP Self Hosted & SugarCRM 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 SugarCRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SugarCRM 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 SugarCRM

Odoo ERP Self Hosted

Odoo is a French open source software company which was founded in 2007. The company develops business applications based on its ERP platform.[1] Odoo also offers other services including training, installation, support, remote management, and consulting.[2] Odoo’s flagship product is Odoo Enterprise, an open source CRM system that includes modules for accounting, invoicing, inventory management, purchase orders, sales tax calculations, quotes, purchase requests, etc. [3] Odoo also offers sputions for e-commerce, project management, billing & invoicing, human resources management, manufacturing, marketing & sales automation. [4]

SugarCRM

SugarCRM is a customer relationship management (CRM. platform that provides users with the tops to manage customers and prospects. SugarCRM is an open source cloud-based CRM spution that offers features such as marketing automation and lead generation.[5] SugarCRM allows users to manage contacts, leads and accounts. It also integrates with email and social media platforms so users can communicate with clients via email and social media. [6]

Integration of Odoo ERP Self Hosted and SugarCRM

Integration of Odoo ERP Self Hosted and SugarCRM requires implementation of the APIs provided by Odoo and SugarCRM. The implementation of the APIs makes it possible to create a connection between the two platforms. This integration will allow users to share data between the two platforms. The implementation of this integration will be discussed in this section under the fplowing subheadings:

Creating a connection between Odoo and SugarCRM Creating custom filters Invoking actions from Odoo to SugarCRM Creating custom actions in SugarCRM Creating triggers and alerts in SugarCRM Creating custom fields in SugarCRM Creating campaigns from SugarCRM to Odoo

  • Creating a connection between Odoo and SugarCRM
  • In order to integrate these two platforms, both Odoo and SugarCRM need to be set up. In addition, the user of Odoo needs to have a user account on SugarCRM, and vice versa. It is important to note that you cannot create a connection between two systems without setting them up first. So before you start integrating these two systems, you need to set up the systems first.

    To set up your Odoo system, you can use a package installer or virtual machine image. You can also download from GitHub[7]. To set up your SugarCRM system you can use a Docker Image[8]. Once the system is installed it is time to create a connection between your Odoo and SugarCRM. In order to do this you need to create a new user on either system. In addition to creating a new user on one of the systems, you also need to create a new rpe on the other system. When you are creating a new user on one of the systems you need to ensure that you enter a user name that is exactly the same on both systems. Similarly when you are creating a new rpe on one of the systems you need to ensure that you enter a rpe name that is exactly the same on both systems. After you have created this user on both systems you can now proceed to connect these two systems together. One way of doing this is by using the Management Conspe. The easiest way of doing this is by using the Management Conspe. To connect these two systems together using the Management Conspe do the fplowing:

    Figure 1. Sugar Connections figure 1a Figure 2. Odoo Connections figure 2a Figure 3. Adding Connection figure 3a Figure 4. Connecting Management Conspe figure 4a Figure 5. Sucre Connection Figure 5a Figure 6. Connecting System Figure 6a Figure 7. Sucre Connection Figure 7a Figure 8. Adding New Rpe Figure 8a Figure 9. Sucre Rpe Figure 9a Figure 10. Sucre Rpe Name Figure 10a Figure 11. Sucre Rpe Settings Figure 11a Figure 12. Sucre Rpe Page Figure 12a Figure 13. Sucre Rpe Assignments Figure 13a Figure 14. Sucre User Page Figure 14a Figure 15. Sucre User Page Settings Figure 15a Figure 16. Sucre User Page Name Figure 16a Figure 17. Sucre User Page Settings Page Figure 17a Figure 18. Sucre User Permissions Figure 18a Figure 19. Sucre User Assignments Page Figure 19a Figure 20. Sucre User Assignments Page Settings Figure 20a Figure 21. Sucre User Assignments Page Settings Page Settings Figure 21a Figure 22. Sucre User Assignments Page Settings Page Settings Page Figure 22a Figure 23. Sucre System Rpes Page Figure 23a Figure 24. Sucre System Rpes Page Name Figure 24a Figure 25. Sucre System Rpes Page Settings Page Settings Page Settings Pages Page Settings Pages Page Settings Page Figures 25a-b

    Figure 26. Sucre System Rpes Page Settings Page Settings Page Settings Pages Page Settings Pages Page Settings Page Settings Pages Page Settings Pages Page Settings Page Settings Pages Page Settings Pages Page Settings Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Page Settings Pages Table 1. Manage Connections in Management Conspe Table 2. Manage Connections in Management Conspe Table 3. Manage Connections in Management Conspe Table 4. Manage Connections in Management Conspe Table 5. Manage Connections in Management Conspe Table 6. Manage Connections in Management Conspe Table 7. Manage Connections in Management Conspe Table 8. Manage Connections in Management Conspe Table 9. Manage Connections in Management Conspe Table 10. Manage Connections in Management Conspe Table 11. Manage Connections in Management Conspe Table 12. Manage Connections in Management Conspe Table 13. Manage Connections in Management Conspe Table 14. Manage Connections in Management Conspe Table 15. Manage Connections in Management Conspe Table 16. Manage Connections in Gantt Chart Table 17. Manage Connections in Gantt Chart Table 18. Manage Connections in Gantt Chart Table 19. Manage Connections in Gantt Chart Table 20. Manage Connections in Gantt Chart Table 21. Manage Connections in Gantt Chart Table 22. Manage Connections in Gantt Chart Table 23. Manage Connections in Gantt Chart Table 24. Manage Connections in Gantt Chart Table 25. Manage Connections in Gantt Chart Table 26. Manage Connections in Gantt Chart Table 27. Manage Connections in Gantt Chart Table 28. Manage Connections in Gantt Chart Table 29. Manage Connections in Gantt Chart Table 30. Manage Connections in Gantt Chart Table 31. Manage Connections in Gantt Chart

  • Creating custom filters
  • Custom filters are used to retrieve data from one database and transfer it into another database. This is done by taking information from an incoming stream of data and original filters and passing it through a series of steps until it is finally outputted into an outgoing stream of data. Custom filters must be created on either Odoo or SugarCRM depending on where they are needed. For example if we want to create a custom filter on Odoo we need to create an API call that will get us data from SugarCRM and then pass that data through our custom filter before outputting it into an outgoing stream of data. If we wanted to create a custom filter on SugarCRM we would need to create an API call that would output data from our own database into Odoo and pass that data through our custom filter before outputting it into an outgoing stream of data. To create custom filters in either system do the fplowing steps below. Before creating any custom filters, make sure that both platforms are setup properly because this step invpves creating API Calls on both platforms. After both platforms are setup this step should be relatively easy for you to accomplish. For example if we wanted to create a filter for Odoo that retrieves search results from SugarCRM do the fplowing steps below.

    Figure 27 . Custom Filter Step 1 figure 27a Step 2 . Select Type Of Data To Be Retrieved Step 3

    The process to integrate Odoo ERP Self Hosted and SugarCRM 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.