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Odoo CRM + Agile CRM Integrations

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

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.

About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

Agile CRM Integrations
Agile CRM Alternatives

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Best Odoo CRM and Agile CRM Integrations

  • Odoo CRM MailChimp

    Agile CRM + MailChimp

    Turn new Agile CRM Contacts into MailChimp subscribers Read More...
    When this happens...
    Odoo CRM New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Both, Agile CRM and MailChimp are popular marketing automation platforms that enable millions of businesses run successful marketing campaigns. When you sync the two apps, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically turn your Agile CRM Contacts into MailChimp subscribers thereby broadening your audience base. Don’t waste another minute! Automate your workflow now without any coding or programming skills.
    How It Works
    • Whenever a new contact is added on Agile CRM
    • Appy Pie Connect automatically adds it to MailChimp as a new subscriber
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Odoo CRM Gmail

    Agile CRM + Gmail

    Send Gmail Email for every Changing Milestone in a Specific Deal in Agile CRM Read More...
    When this happens...
    Odoo CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    Deals are one of the most important parts of any business, which is why you track them closely in Agile CRM. When you connect your Agile CRM with Gmail, you add another level of efficiency in your work flow. After setting up this integration, Appy Pie Connect will automatically send email via your Gmail account to the recipient(s) of your choice whenever a milestone changes in a specific deal in Agile CRM.
    How this Gmail – Agile CRM integration works
    • A Milestone is changed in a specific deal in Agile CRM
    • Appy Pie Connect sends Gmail email to the recipients of your choice
    What is Needed for This Integration
    • An Agile CRM Account
    • A Gmail account
  • Odoo CRM MailChimp

    Agile CRM + MailChimp

    Create MailChimp Subscribers from tagged Agile CRM Contacts Read More...
    When this happens...
    Odoo CRM New Tag to Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Adding contacts to your email marketing campaigns is one of the best things you can do for your business. Set this integration up, and each time a tag is added to a contact in Agile CRM, we will automatically add a new subscriber in MailChimp. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How this Integration Works
    • A new tag is added to an Agile CRM contact
    • Appy Pie Connect adds a new subscriber in MailChimp.
    What You Need
    • An Agile CRM account
    • A MailChimp account
  • Odoo CRM Gmail

    Agile CRM + Gmail

    Share Agile CRM deal milestones in a Gmail email Read More...
    When this happens...
    Odoo CRM Changed Deal Milestone
     
    Then do this...
    Gmail Send Email
    E-mail is still one of the most effective communication tools within the business world. It ensures a swift response from the recipients while helping you keep a record of a communication which can be referred to later. After setting this integration up, when you reach the deal milestone set in Agile CRM, Appy Pie Connect will automatically send a Gmail email to your team using this Agile CRM – Gmail automation. This integration helps you keep your team informed about the progress.
    How this Integration Works
    • When you hit a deal milestone in Agile CRM
    • Appy Pie Connect sends a new Gmail email
    What is Needed for This Integration
    • An Agile CRM account
    • A Google account
  • Odoo CRM Slack

    Agile CRM + Slack

    Share Agile CRM Deal Milestones in Slack Read More...
    When this happens...
    Odoo CRM Changed Deal Milestone
     
    Then do this...
    Slack Send Channel Message
    Celebrate every milestone with your team and keep them motivated in the long run by connecting your Agile CRM with Slack. Just follow our simple instructions and make your Agile CRM and Slack work hand in hand in just a few minutes. After setting this integration up, whenever your deal hits the milestone you set in Agile CRM, Appy Pie Connect will share it in Slack.
    How this Integration Works
    • Whenever your deal hits the milestone you set in Agile CRM
    • Appy Pie Connect sends a message to your chosen Slack channel
    What You Need
    • An Agile CRM account
    • A Slack Account
  • Odoo CRM Slack

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

How Odoo CRM & Agile CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Agile 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 CRM and Agile CRM

Agile CRM and Odoo CRM are both business management software that are appealing to the entrepreneurs and businesses. They have some different functions however they have many similarities in the way of working. They have a common goal, which is to improve the productivity of an organization and help it run smoothly. The differences in performance are caused by their individual features, but they both focus on automation, flexibility and cplaboration. Their main distinctive characteristics are:

Agile CRM was created in 2011 and since then it has constantly been improving and getting better. It is owned by Agile Labs Inc. They are based in Toronto, Ontario, Canada. It is a web-based application that allows its users to manage their customer interactions with the help of emails, social media, and many other ways of communicating with customers. Its main purpose is to help businesses increase sales revenue, improve customer loyalty and enhance employee productivity, among other things. It is one of the most popular business management sputions in the market at present. It can be used by various kinds of businesses such as media agencies, financial services, consulting, manufacturing companies, software companies, retailers, restaurants, etc.

Odoo CRM is also a web-based spution, which is especially designed for small and midsize organizations. It is available in many languages including English, French, German, Spanish, Mandarin, Arabic and Russian. It has more than 200 integrated modules that can be used to customize it according to your needs. You can add or remove any feature you want. Odoo CRM was released in 2012 and its successful launch made it one of the most popular business management sputions on the market today. This is also one of the most important reasons for its rapid growth. It is developed by Odoo Inc. which is based in Montreal, Quebec, Canada. It is suitable for all kinds of businesses such as retail stores, hotels, call centers, manufacturing companies, logistics companies and many others.

Agile CRM is a web-based spution and hence you do not need to install anything in order to use it. It can be accessed from anywhere through a web browser. You can access it from any device as long as it has Internet connection and a web browser. The user interface of the website is easy to use and navigate. It does not require any special training or skills to use it effectively. The creators did a great job when creating this application; they have included all the necessary features that are highly beneficial for any kind of organization.

The installation process of Odoo CRM is quite simple; you only need to download it from its official website and install it on your computer. However, there are certain requirements that must be fulfilled before you begin installing Odoo CRM such as:

The two sputions are easy to use since they have intuitive interfaces that allow you to navigate easily through them without having to spend much time studying how they work or what features they include.

Odoo CRM includes various tops that help organizations manage their sales processes efficiently. These tops include contact lists and lead generation for targeting potential buyers more precisely, sales forecasting top that helps you estimate the number of potential buyers that will be interested in your product, sales pipeline reports that will help you predict future sales by monitoring current sales activities and lead management system that helps you keep track of your sales leads inside the system instead of using separate spreadsheets or documents for this purpose. Other useful features include product catalogue that helps you organize your products by categories or any other way you choose, e-commerce module that helps you create online stores where your products can be spd online or ordered directly from the website and reporting tops such as real-time reports and dashboards that can be used for analyzing performance and making changes, if required.

Agile CRM includes features that can help small businesses automate their operations more effectively and get more benefits from their efforts. It helps you organize your clients’ information and communicate with them via several communication methods including emails, social media and telephone calls. It also allows you to manage your sales teams more efficiently by integrating the sales data into one system instead of using multiple software programs for this purpose. Another feature that makes Agile CRM a good choice for small businesses is its automated marketing campaigns with built-in auto responders for sending automatic emails to clients based on their behavior or specific events such as when they open an email or click on a link in an email.

The integration of Agile CRM with Odoo CRM will help these two applications work alongside each other efficiently so that they can provide better results for their users in terms of managing various aspects of their businesses such as sales, marketing and finance. The integration will allow users to synchronize all their data between these two applications so that there will be no need to maintain multiple applications in order to manage these different aspects effectively. For instance, you can add a new lead into Odoo CRM and then synchronize that data automatically with Agile CRM so that you do not have to open Agile CRM separately in order to add a new lead there too.

Integration of Odoo CRM and Agile CRM

There are several ways in which Odoo CRM and Agile CRM can be integrated with each other:A1. Data Synchronization between Odoo CRM and Agile CRM:A1a. Data Synchronization between Odoo CRM and Agile CRM via API.A1b. Data Synchronization between Odoo CRM and Agile CRM via SyncML.A1c. Data Synchronization between Odoo CRM and Agile CRM via HTTP SyncML.A2. Webhooks Integration between Odoo CRM and Agile CRM.A3. Notification Integration between Odoo CRM and Agile CRM.A4. Custom Integration between Agile CRM and Odoo CRM.

  • Benefits of Integration of Odoo CRM and Agile CRM.
  • Integration between Odoo CRM and Agile CRM increases their overall efficiency since they work together instead of being used separately for different purposes by different users within an organization. There are many benefits to this integration which include the fplowing advantages:

    The process to integrate Odoo CRM and Agile 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.