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Odoo ERP Self Hosted + Wealthbox CRM Integrations

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

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 Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

Wealthbox CRM Integrations

Best Odoo ERP Self Hosted and Wealthbox CRM 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 MailChimp

    Wealthbox CRM + MailChimp

    Add new subscriber on Mailchimp list for new Wealthbox CRM Read More...
    When this happens...
    Odoo ERP Self Hosted New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Rather than manually importing your Wealthbox contacts into a Mailchimp subscriber list, let Appy Pie Connect handle it for you. This Wealthbox CRM-Mailchimp integration will automatically add any new contacts in your Wealthbox CRM account to your Mailchimp subscriber list as they are created after you've set it all up.
    How This Wealthbox CRM – Mailchimp Integration Works
    • A new contact is created
    • Appy Pie Connect automatically creates a new subscriber on a Mailchimp list.
    What You Need
    • Wealthbox CRM account
    • Mailchimp account
  • Odoo ERP Self Hosted Evernote

    Wealthbox CRM + Evernote

    Create Evernote reminders for new Wealthbox CRM tasks Read More...
    When this happens...
    Odoo ERP Self Hosted New Task
     
    Then do this...
    Evernote Create Note
    Allow Appy Pie Connect to create reminders from Wealthbox CRM into your Evernote instead of having to manage them across several systems. Once set up, any new tasks made in Wealthbox CRM will be instantly added to Evernote as reminders, ensuring that you never lose sight of your tasks.
    How This Wealthbox CRM – Evernote Integration Works
    • A new task is created
    • Appy Pie Connect create reminder on Evernote.
    What You Need
    • Wealthbox CRM account
    • Evernote account
  • Odoo ERP Self Hosted Evernote

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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 + Wealthbox CRM in easier way

It's easy to connect Odoo ERP Self Hosted + Wealthbox CRM 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 Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

How Odoo ERP Self Hosted & Wealthbox CRM 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 Wealthbox CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Wealthbox 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 Odoo ERP Self Hosted and Wealthbox CRM

Odoo ERP Self Hosted

Odoo ERP Self Hosted is an application developed by Odoo to manage business activities. It has features like accounting, sales tracking, inventory management, email marketing, e-commerce, expense tracking, HR management; it can be used to manage multiple departments of a company at once. The cloud version is available through Odoo’s software-as-a-service (SaaS. model.

Wealthbox CRM

Wealthbox CRM is an open source customer relationship management system that is built on top of Odoo, which is a cloud-based enterprise resource planning system. It provides a complete set of tops for managing all customer interaction from lead generation to customer support and fplow-up.

Integration of Odoo ERP Self Hosted and Wealthbox CRM

Integrating Odoo ERP Self Hosted and Wealthbox CRM will allow you to manage the customer relationship in a single platform. You can generate leads, convert them into customers, and keep in touch with them in a single system. As a result, the lead generation process becomes streamlined and efficient. The integration provides a user with a single point of contact access to all their customer information. In this case, you can easily track your customer interactions from the time they become leads to the time they become customers. This data can then be used to understand your target market and analyse how effectively your marketing strategy is working.

Benefits of Integration of Odoo ERP Self Hosted and Wealthbox CRM

Integration of Odoo ERP Self Hosted and Wealthbox CRM enables companies to focus on their core business activities without worrying about maintaining two separate systems. An integrated system also saves time and money spent on maintaining and implementing different sputions for different tasks. For example, you do not need to spend time sending out mass emails or making several calls to your clients just to get feedback about your products or services. Since you have all the information about your clients in one place, you can also easily adjust your marketing strategy accordingly.

In conclusion, integration of Odoo ERP Self Hosted and Wealthbox CRM will help your company focus on its core activities and maintain better relationships with your clients. By integrating these two applications, you can increase the productivity of your lead generation and conversion processes and keep a track of your customer interactions at all times.

The process to integrate Odoo ERP Self Hosted and Wealthbox 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.