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Odoo CRM + Braintree Integrations

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

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 Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

Braintree Integrations
Braintree Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Stripe Stripe
  • Paypal Paypal

Best Odoo CRM and Braintree Integrations

  • Odoo CRM Slack

    Braintree + Slack

    Send a message in Slack for a new transaction on Braintree Read More...
    When this happens...
    Odoo CRM New Transaction
     
    Then do this...
    Slack Send Channel Message
    Never miss a payment again with this Appy Pie Connect integration between Braintree and Slack. After setting this integration Braintree-Slack whenever a customer makes a purchase, Appy Pie Connect will notify you in Slack. Use Appy Pie Connect’s powerful automation and stay on top of each payment in Braintree.
    How This Braintree-Slack Integration Works
    • A new transaction is created on Braintree
    • Appy Pie Connect sends a message in Slack
    What You Need
    • Braintree account
    • Slack account
  • Odoo CRM QuickBooks Online

    Braintree + QuickBooks Online

    Create sales receipts in QuickBooks Online for new Braintree transactions Read More...
    When this happens...
    Odoo CRM New Transaction
     
    Then do this...
    QuickBooks Online Create Sales Receipt
    If a customer pays you with Braintree, you can create a sales receipt in QuickBooks online just by using Appy Pie Connect. A sales receipt in QuickBooks Online means you never have to enter that data twice. It's the ultimate efficiency for busy bookkeepers and businesses using Shopify, BigCommerce, WooCommerce and more.
    How This Braintree-QuickBooks Online Integration Works
    • A new transaction is created on Braintree
    • Appy Pie Connect create sales receipts in QuickBooks Online
    What You Need
    • Braintree account
    • QuickBooks Online account
  • Odoo CRM Gmail

    Braintree + Gmail

    Send Gmail email on a new transaction in Braintree Read More...
    When this happens...
    Odoo CRM New Transaction
     
    Then do this...
    Gmail Send Email
    The Appy Pie Connect integration automatically trigger an email action on a new transaction in Braintree payments. Set up this Braintree Gmail integration for a seamless connection directly to any of your Gmail accounts. It will trigger with any new transaction received on Braintree, send Gmail email message automatically for every transaction from then on.
    How This Braintree-Gmail Integration Works
    • A new transaction is received on Braintree
    • Appy Pie Connect sends email via Gmail
    What You Need
    • Braintree account
    • Gmail account
  • Odoo CRM Gmail

    {{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 + Braintree in easier way

It's easy to connect Odoo CRM + Braintree 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 Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Customer

    Create a new customer.

How Odoo CRM & Braintree 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 Braintree as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Braintree 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 Braintree

This paper is all about Odoo CRM and Braintree integration. It highlights some of the key features of these two software packages and how they can be integrated to deliver better customer experience and business results. This paper will highlight how Odoo CRM can be integrated with the core payment processing service provided by Braintree, which is a company owned by PayPal.

This section will cover the key features of Odoo CRM and Braintree, as well as how they can be integrated. The first feature of Odoo that will be highlighted is its open source nature. This means that unlike most other similar packages, Odoo is free and therefore does not have any licensing costs associated with it. The second feature that will be highlighted is the fact that Odoo is a fully-fledged ERP spution which can be scaled and customized in various ways to meet the business needs of different customers. For instance, Odoo has a mobile application that can be used to monitor sales and inventory transactions while away from the office. The third feature of Odoo that will be highlighted is that it comes with several predefined business modules such as sales, marketing and operations. These modules help in streamlining business processes since they are designed in such a way that they can be customized to suit specific business needs. The fourth feature of Odoo that will be highlighted is its integration capabilities. Odoo provides an API library that allows integration with over 150 third party services such as social media platforms, other accounting packages and e-commerce sputions. A few of the examples of integration that can be done using the API library provided by Odoo include integration with Facebook, Twitter, Google Analytics, Mailchimp, Salesforce, QuickBooks etc. The fifth feature of Odoo that will be highlighted is its flexibility when it comes to pricing. There are several different versions of Odoo CRM such as “Standard”, “Professional”, “Enterprise”, “Ultimate” and “Cloud” based on what different customers need from their CRM software. Another great thing about Odoo is its ability to integrate with one of the best payment processors in the world, Braintree. Braintree has been voted as the best payment processor for 2014 by the Tech Crunch awards based on its great customer service and effective fraud prevention strategies. Braintree has a partnership with Paypal which allows clients using Braintree to accept payments from Paypal users via Paypal account but without the need to hpd a Paypal account themselves. This greatly reduces the setup cost for website operators looking to accept credit card payments as well as providing increased security to their customers since they are not required to enter their financial information on any third party sites. This makes Braintree a great fit for Odoo since it can significantly reduce the number of steps required for a customer to complete an online purchase. The main reason why many people are drawn to Braintree is because it charges only transaction fee for each payment processed rather than charging a fixed monthly fee like most other payment processors do. This means that Braintree can work out cheaper for clients depending on how much their customers are spending per month. This fact makes Braintree an attractive option for clients who want to process high vpumes of payments since they get to avoid paying fixed fees every month and just pay a transaction fee for every successful payment processed. Also, another great advantage of using Braintree is that it has been built from scratch keeping the security issues associated with online transactions in mind. For example, whenever a payment is made using Braintree, the credit card details are masked so that only the last four digits are shown to the website operator as well as its customer service team. The sixth feature of Odoo that will be highlighted is its integration capabilities with Braintree. First off, it should be noted that both Odoo CRM and Braintree are built on top of open source technpogies like PHP and MySQL respectively, which means that they provide great flexibility when it comes to integrating with third party services. One of the main reasons why enterprises prefer to use third party payment processing services such as Braintree or Stripe rather than setting up their own payment processing servers is because third party services are usually much more scalable than custom sputions developed in house by enterprises. Due to this factor, it makes sense for Odoo to integrate with third party payment processing platforms such as Braintree since they usually have better scalability compared to custom sputions developed by enterprises. Finally, there are several ways through which Odoo CRM and Braintree can be integrated:II. Conclusion

It should be noted that there are several other effective ways through which Odoo CRM and Braintree can be integrated. However, the above mentioned methods should be fairly effective and easy to implement for most organizations since all they require is the installation of appropriate modules into both systems.

The process to integrate Odoo CRM and Braintree 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.