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.
BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.BambooHR Integrations
BambooHR + Microsoft ExchangeAdd new BambooHR contacts to Microsoft Exchange as contacts Read More...
It's easy to connect Odoo CRM + BambooHR without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get a summary of who's out of the office on a given date
Triggers when a new employee is created.
Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.
Triggers when a new time off request is created by an employee whose requests you're able to approve
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
Odoo CRM is a powerful and flexible customer relationship management software. Odoo CRM is designed to provide the best experience in managing customers in a business organization. It helps to keep track of all the activities that are done by your business. Odoo CRM can be used for different kinds of businesses such as service-based business, manufacturing, retail, and distribution, manufacturing, healthcare, education, recruitment services etc.It offers all the features that are needed by a business for effective customer relationship management.BambooHR is a cloud based Human Resource Management Software. BambooHR has an easy integrations with other HR software such as Google Apps, Salesforce CRM, Microsoft Dynamics, SugarCRM, Zoho, NetSuite etc. BambooHR allows a business owner to maintain employee information such as personal data, employment contract, salary schedule, tax deductions schedule etc. BambooHR is also the most powerful time tracking top that automates payrpl and time tracking. It has advanced features such as employee and freelancer details, resource scheduling and booking, time tracking, mobile apps etc.BambooHR has brought many new features in its version 2.0 such as employee performance review, employee goal setting, automatic time off request, unplanned time off request etc. These new features make BambooHR stand out from the other HR software.
Odoo CRM and BambooHR can be integrated with each other by using Zapier. It is an online top that allows you to create complex workflows with little or no coding knowledge. For integration of Odoo CRM and BambooHR, we need to log into our Zapier account and select "Make a Zap" option available on the top right side of the screen.Now we need to select "Make a Zap" option and click on it. Then fill up the form that will appear on the next page with the required details.Details Required:Zap Name. Name of the ZapTrigger App. Select "Odoo CRM" from the listTrigger Channel. Select "New Lead" option from the drop-down listAction App. Select "BambooHR" from the listAction Channel. Select "New User" option from the drop-down listFill up the form with the required details and click on "Continue" button to proceed further.The next screen will show you various fields that are used for integration of Odoo CRM and BambooHR. Fill up those fields with required details and click on "Save & Continue".Once you have filled up the fields, you can now test the integration between Odoo CRM and BambooHR. Click on "Test this Zap". If everything is set up correctly then it will show you a success message like above image. Once your integration has been tested successfully then click on "Finish".
Integration of Odoo CRM and BambooHR provides many benefits such as improving customer relations, automating sales process, streamlining HR tasks, reducing errors etc.
1. Improving Customer Relations:Odoo CRM software helps business owners to manage their customers effectively by providing them with detailed information about their customers which they can use to provide better services to their customers. With this information, they can easily identify their valuable customers and provide them with good services. Business owners can also take better decisions regarding any complaints filed by their customers such as canceling an order etc. Also by integrating BambooHR with Odoo CRM, business owners can get detailed information about their employees which is very useful for improving customer relations as they can easily identify their valuable employees who are contributing more to their business activities.2. Automating Sales Process:Odoo CRM helps business owners to manage their sales activities effectively by providing them with detailed information about their customer orders such as invoice number, items spd, quantity spd etc. This information can be used by business owners to track their sales activities easily and provide proper services to their customers so that they don't face any problems regarding their orders in future. Also by integrating BambooHR with Odoo CRM, business owners can get detailed information about their employees which is very useful for improving customer relations as they can easily identify their valuable employees who are contributing more to their business activities.3. Streamlining HR Tasks:Odoo CRM makes it easy for business owners to manage their HR tasks easily as it provides them with a clear view of all their employees including personal information such as name, designation etc., employment information such as employment contract etc., tax deduction related information such as tax tables, tax categories etc. Business owners can easily take decisions regarding their employees based on these details provided by Odoo CRM software. They can also take proper actions regarding any employee related issues which help them to run their business smoothly without facing any issues related to human resource management. Also by integrating BambooHR with Odoo CRM, business owners can get detailed information about their employees which is very useful for improving customer relations as they can easily identify their valuable employees who are contributing more to their business activities.4. Reducing Errors:Odoo CRM software helps business owners to reduce errors because before entering any data into Odoo CRM software they need to pass through two levels of verification namely Form validation level and SQL validation level. The first level is performed by Form field validations where it checks whether the entered values are valid or not such as required field, length of string or integer value etc. And the second level is performed by using SQL checker which checks whether there is any syntax error while inserting data into database table or not. This helps business owners to save time and avoid entering redundant data into Odoo CRM software which might result in loss of time or money for them in future. Also by integrating BambooHR with Odoo CRM, business owners can get detailed information about their employees which is very useful for improving customer relations as they can easily identify their valuable employees who are contributing more to their business activities."
The process to integrate Odoo CRM and BambooHR 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.