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Odoo CRM + Appy Pie Chatbot Integrations

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

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 Appy Pie Chatbot

Create chatbot for customer service, sales, and marketing using Appy Pie free chatbot Builder software. Learn how to create a chatbot in 3 easy steps & build your own conversational AI chatbots

Appy Pie Chatbot Integrations

Best Odoo CRM and Appy Pie Chatbot Integrations

  • Odoo CRM Twilio

    Chatbot + Twilio

    Send a Twilio SMS message when the Appy Pie Chatbot conversation ends Read More...
    When this happens...
    Odoo CRM New Chat
     
    Then do this...
    Twilio Send SMS
    You use Appy Pie Chatbot because it is faster than email and more efficient than email marketing. Integrating Appy Pie Chatbot with Twilio would take your customer support to the next level. This Appy Pie Connect integration will automatically send a message to a number that you specify when a chat ends in Appy Pie Chatbot. That way, you can update your team on new chats and ask them to follow those customers who interacted with your bot.
    How This Appy Pie Chatbot - Twilio Integration Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically sends an SMS message to a specified mobile number through Twilio.
    What You Need
    • Appy Pie Chatbot account
    • A Twilio account
  • Odoo CRM Zoom

    Chatbot + Zoom

    Create a new Zoom registrant when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Odoo CRM New Chat
     
    Then do this...
    Zoom Create Meeting Registrant
    Use Appy Pie Connect to create your Zoom registrants when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Odoo CRM Google Sheets

    Chatbot + Google Sheets

    Add rows in Google Sheets when Appy Pie Chatbot chat ends Read More...
    When this happens...
    Odoo CRM New Chat
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to organize your customers’ data then this Appy Pie Chatbot - Google Sheets is the only solution for you. Set it up and every time a new Appy Pie Chatbot chat ends, the chat will be added as a new row in your designated Google Sheets spreadsheet. Appy Pie Connect allows you to integrate Appy Pie Chatbot with Google Sheets in a few clicks. This Appy Pie Chatbot- Google Sheets integration is the perfect way to keep a full log of all your chats.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect adds that chat to a new row in Google Sheets.
    What You Need
    • Appy Pie Chatbot account
    • Google Sheets account
  • Odoo CRM Zoomai

    Chatbot + Zoomai

    Create a new Zoom.ai contact when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Odoo CRM New Chat
     
    Then do this...
    Zoomai Create Contact
    Use Appy Pie Connect to create your Zoom.ai contacts when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom.ai registrant when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically adds that contact to your Zoom.ai account as a new registrant.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom.ai account
  • Odoo CRM Zoom

    Chatbot + Zoom

    Create a new Zoom meeting when the conversation is completed on Appy Pie Chatbot Read More...
    When this happens...
    Odoo CRM New Chat
     
    Then do this...
    Zoom Create Meeting
    Use Appy Pie Connect to create your Zoom meeting when the conversation in Chatbot is completed, it gathers the information entered in the chatbot conversation and fills it out. This Appy Pie Connect integration automatically creates a new Zoom meeting when the conversation is completed on the Appy Pie chatbot, helping you to connect with your customers on a closer note.
    How it Works
    • A chat is ended in Appy Pie Chatbot
    • Appy Pie Connect automatically creates meeting in Zoom account.
    What You Need
    • Appy Pie Chatbot account
    • A Zoom account
  • Odoo CRM Zoom

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

    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Odoo CRM + Appy Pie Chatbot in easier way

It's easy to connect Odoo CRM + Appy Pie Chatbot 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.

  • New Chat

    Triggers when the chatbot conversation is completed.

  • New Chats Data

    Triggers whenever a user interacts with the chatbot selected during integration.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & Appy Pie Chatbot 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 Appy Pie Chatbot as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Appy Pie Chatbot 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 Appy Pie Chatbot

Appy Pie is an integrated development platform that allows the creation of Business Apps fast. It has a set of tops to build a full-fledged chatbot in minutes. Odoo is the most popular open source CRM that has all the functionalities required by the businesses. Appy Pie can be used to integrate Odoo with the Chatbot and make it smarter.

Integration of Odoo and Appy Pie Chatbot is easy when you fplow the steps given below:

Step 1. Create an Appy Pie Chatbot on Appy Pie.

Step 2. Connect Odoo with Appy Pie Chatbot.

Step 3. Enter the data from Odoo into Appy Pie Chatbot.

Step 4. Use the data of Appy Pie Chatbot inside Odoo.

  • Create an Appy Pie Chatbot on Appy Pie

The process of creating an Appy Pie Chatbot is easy and simple, but it will take time to create the first one because you need to learn how the user interface works. The design of the app is attractive and appealing to users so that they can use it easily. You need to sign up on Appy Pie website for getting started. You cannot work on any of the apps unless you have an active subscription plan. You will find a list of available templates for making a chatbot. Choose ‘Odoo CRM’ template as shown in the screenshot below.

The next step is to give a name to your app and select the primary language of your choice. After that, you will be taken to the ‘Select Conversation Flow template’ page. Here, you can select the best template for your app from over 20+ available templates. Select ‘Map Your Domain’ from the drop-down menu and click on ‘Next’ button as shown in the screenshot below. After selecting the template, you will be taken to a new page where you will have to enter some details about your app and click on ‘Next’ button again as shown in the screenshot below.

Now, you are taken to another page where you have to input some details about your app such as category, description, tags, etc., as shown in the screenshot below. You will find all these details on this page when you create a new app in Odoo CRM. This is because both Odoo and Appy Pie use similar fields to store data. The final step is to click on ‘Create’ button to finish creating your app on Appy Pie. After clicking on ‘Create’ button, you will be taken to dashboard where you can see all the information related to your app such as current version, features, etc., as shown in the screenshot below.

Here, you can change or add some more features according to your requirements and then click on ‘Publish’ button to publish your app on Appy Pie app store.

  • Connect Odoo with Appy Pie Chatbot

After creating an Appy Pie Chatbot, integrate it with Odoo CRM to make it more useful for your business. In this section, we will discuss how you can connect your Odoo CRM with Appy Pie Chatbot using a connector provided by Odoo. Open your Odoo CRM website and go to ‘Apps & Integrations’ tab as shown in the screenshot below. There you will find ‘Connectors’ tab as shown in the screenshot below where you can choose an appropriate connector for integrating with different apps. Click on ‘Chatbots’ tab to get started with integration process as shown in the screenshot below. Now choose your Appy Pie Chatbot from the drop-down menu as shown in the screenshot below and then click on ‘Next’ button. You will be taken to another page where you have to enter some details about your app such as name, url, category, etc., as shown in the screenshot below. After entering all the details, click on ‘Next’ button again. On the next page, you will get two options. a. Embed code in your application or b. Use our API (recommended. Since we are using an API for integration purpose, click on ‘Use our API (recommended)’ option and then click on ‘Next’ button again. Now you will be taken back to dashboard page of Odoo CRM where you can see a message saying that Appy Pie has been added as shown in the screenshot below. Now click on ‘Go back’ button and then click on ‘Go live’ button to finish the process of integration. You will find two new widgets there named ‘Appy Pie chatbot’ and ‘Appy Pie chatbot widget’ which will help you connect Appy Pie Chatbot with Odoo CRM as shown in the screenshot below. Install those two widgets from dashboard. Now we have installed two widgets but we need one more widget that will connect data between Odoo CRM and Appy Pie Chatbot. To install that widget, go to Appy Pie dashboard and click on ‘Apps Marketplace’ tab as shown in the screenshot below and then click on ‘Add New Application’ button as shown in the screenshot below. After clicking on ‘Add New Application’ button, you will be taken to a new page where you have to search for an app against which we can connect our Odoo CRM account. Search for your application name and click on ‘Connect’ button against that application name as shown in the screenshot below. After clicking on ‘Connect’ button, you will be taken to another page where you have to enter some details about your app such as name, url, etc., as shown in the screenshot below and click on ‘Save Changes’ button after entering all details required there. The next step is to click on ‘Get Access Token’ link appearing under the section of ‘OAuth2 Credentials’ as shown in the screenshot below and then copy that token value after clicking on it as shown in the screenshot below. Now go back to Odoo CRM dashboard where we have added two widgets earlier and paste that token value into OAuth2 Credentials section of Configure Widget window as shown in the screenshot below. Click on ‘Save’ button after pasting token value there. The next step is to create a new widget based on that token value which we have copied from Appy Pie dashboard earlier and we will get an access token value after creating that widget as shown in the screenshot below. Open that widget by clicking on its name and fill out all fields there with appropriate values as shown in the screenshot below. Then click on ‘Save Changes’ button after filling out all fields there with appropriate values as shown in the screenshot below. Note down that access token value received after creating this widget because we will need it later when we integrate our Odoo CRM with Appy Pie Chatbot using an API provided by Odoo CRM connection wizard as described later in this article. Now go back to dashboard page of Appy Pie Chatbot by clicking on its name appearing under Apps Marketplace tab as shown in the screenshot below and then click on ‘Edit’ button appearing under Configuration section as shown in the screenshot below. After clicking on ‘Edit’ button, you will be taken to a new page where you have to enter some details about your app such as name, title, description, image URL, etc., as shown in the screenshot below and then click on ‘Save Changes’ button after entering all required details there. On the same screen, scrpl down a bit until you find an API section where you have to enter an API Key value which was generated while creating an API for connecting Odoo CRM with Appy Pie Chatbot earlier as shown in the screenshot below and then click on ‘Save Changes’ button again after entering all required details there. Finally we have connected our Odoo CRM account with our newly created Appy Pie Chatbot via its API key value but we still need an access token value received from Appy Pie earlier which we had noted down earlier when we were creating an API for connecting our Odoo CRM account with our newly created Appy Pie Chatbot via its API key value through an access token value received from Appy Pie earlier which we had noted down earlier when we were creating an API for connecting our Odoo CRM account with our newly created Appy Pie Chatbot via its API key value

The process to integrate Odoo CRM and Appy Pie Chatbot 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.