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Odoo CRM + Canny Integrations

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

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 Canny

Canny is a user feedback tool that lets you keep track of all of your user feedback in one organized place.

Canny Integrations

Best Odoo CRM and Canny Integrations

  • Odoo CRM Google Sheets

    Canny + Google Sheets

    Add new Canny votes as spreadsheet rows in Google Sheets Read More...
    When this happens...
    Odoo CRM New Vote
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Data doesn’t come to life until its put to use. Our Canny-Google Sheets automatically add all your Canny votes to Google Sheets, so you can get insights faster. Organize your leads, surveys, customer feedback, or anything else you want. All you have to do is set up this connect and things will happen automatically.
    How This Canny-Google Sheets Integration Works
    • A user votes on a post in Canny
    • Appy Pie Connect creates a spreadsheet row in Google Sheets
    Apps Involved
    • Calendly account
    • Google Sheets
  • Odoo CRM GitHub

    Canny + GitHub

    Create GitHub issues for new Canny posts Read More...
    When this happens...
    Odoo CRM New Post
     
    Then do this...
    GitHub Create Issue
    Never lose an issue again. This integration automatically creates a GitHub issue for every new Canny post, saving you the hassle of having yet another backlog. Set up this Canny-GitHub integration and Appy Pie Connect will automatically create an issue in GitHub whenever a new post is created in Canny. This is an excellent method for escalating and resolving more serious conflicts.
    How This Integration Works
    • A user creates a post in Canny
    • Appy Pie Connect automatically creates a GitHub issue
    What You Need
    • Canny account
    • GitHub account
  • Odoo CRM Airtable

    Canny + Airtable

    Create a new record in Airtable for new Canny comment Read More...
    When this happens...
    Odoo CRM New Comment
     
    Then do this...
    Airtable Create Record
    Everyone knows that customer feedback is crucial. But it’s hard for teams to collect and process it all, especially from multiple channels. With this Appy Pie Connect integration, adding new comments as records in Airtable helps your company track and respond to any customer interaction in one central place.
    How This Canny-Airable Integration Works
    • A user comments on a post in Canny
    • Appy Pie Connect creates a record in Airtable
    What You Need
    • Canny account
    • Airtable account
  • Odoo CRM Airtable

    {{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 + Canny in easier way

It's easy to connect Odoo CRM + Canny 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 Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Change Post Status

    Changes a post's status.

How Odoo CRM & Canny 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 Canny as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Canny 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 Canny

In today’s business world, customers are the new king. Customers are the ultimate deciding factor for any company to succeed. Therefore, it is necessary for a successful company to focus on customer satisfaction and loyalty. With the customer satisfaction and loyalty, a company can enjoy higher sales and increase in profits. Odoo CRM is a leading open source enterprise resource planning (ERP. software with a wide range of features. There are several open source ERP software available in the market but Odoo is considered as one of the best open source ERP software. It is an Odoo CRM alternative that helps your business to grow by integrating with other popular web applications such as Canny.

Odoo is an open source ERP software based on the Python programming language. It was developed and maintained by Open Odoo SA. Odoo CRM is an extension to this topkit to help you manage your business efficiently. You can create new orders, track delivery process, keep track of your customers, dispatch your goods and much more with the help of this topkit.

Canny is an online appointment scheduling software that allows you to schedule appointments from any device including laptops, mobiles and tablets. This top is the perfect Odoo CRM alternative if you want to manage your appointments easily and quickly. It offers a wide range of features such as email reminders, auto rescheduling and messaging, create appointments manually, customize your schedule based on your requirement, send messages to your customers and much more. You can use this top to make informed choices for your business growth.

Integration of Odoo CRM and Canny

Integrating Odoo CRM with Canny improves the overall productivity of your business by using both these tops simultaneously for managing appointments and customers. You can create a smooth interface between these two web applications for better coordination and cplaboration between them.

The integration of these two tops can be done in the fplowing manner:

· Create a new user in Canny after installing it in your system. This user should have access to Odoo admin panel either directly or through LDAP authentication. By creating a new user in Canny, you will be able to integrate it with Odoo CRM easily.

· After creating a new user in Canny, go to ‘Users’ and then select ‘Access rights’ option to add it to your project. Here you will get three options to choose from- ‘View only’, ‘View/Edit’ and ‘Manage’. Select ‘View/Edit’ option and click on ‘Add User’ button to add this user in your project. You can also select ‘Manage’ option if they have all access rights over your project.

· In case you need the login details of this user for logging into Canny, you can click on ‘View Details’ link given below the name of this user. This will display the login credentials such as email address and password which you can use to log into Canny.

· Now log into Odoo from your web browser using the username and password of this newly created user for accessing your Odoo dashboard. On the main landing page, click on ‘Canny’ menu item present at the top left corner and then select ‘Plugin settings’ option from the drop-down menu list next to it.

· You will get a pop-up window asking you to enter the Canny API Token. Enter the Canny API Token here and click on ‘Save’ button to store it in Odoo CRM system permanently so that you can use it in future for accessing Canny dashboard directly without entering this token again and again. In case you don't know about this token then visit Canny website and click on 'Admin > API' menu items for getting its details.

· Click on ‘Create Connection’ button to connect Odoo CRM with Canny system permanently so that you can view all your events from Odoo Dashboard itself in future without logging into Canny separately. You will get a pop-up window having two options- ‘Yes’ and ‘No’. Choose either of them depending on your requirement accordingly. For e.g., If you select ‘Yes’ option then every time an event gets added in Canny system then it will also get added automatically in Odoo CRM database as well. However, if you select ‘No’ option then only those events will get added in Odoo CRM database which you manually add by visiting Canny website individually manually in future. You can update or modify existing entries by clicking on ‘Update/Modify Entry’ button which appears at the bottom of this pop-up window once you select either of these options respectively.

· After doing all these steps properly, now you can easily integrate Odoo CRM with Canny system permanently so that you can view all your events from Odoo Dashboard itself in future without logging into Canny separately. It will provide you with a seamless experience while managing appointments or customers from any device including laptop, smartphone or tablet etc.

Benefits of Integration of Odoo CRM and Canny

Integrating Odoo CRM with Canny brings various benefits including:

· It increases efficiency while managing appointment or customer details since both these systems are integrated together now so that you don’t have to switch from one application to another while performing different tasks related to appointment or customer management etc. It saves your time as well since you don't have to go to multiple places for viewing appointment or customer details anymore since everything is integrated together properly now because of integration of these two applications together.

· In case any appointment is cancelled or rescheduled in Canny then it automatically gets updated in Odoo CRM server so that you don’t have to manually update or modify its details in Odoo CRM server by visiting it manually yourself individually in future since everything has been integrated now properly since both these systems are integrated together successfully now so that you don’t have to switch from one application to another while performing different tasks related to appointment or customer management etc. It saves your time as well since you don't have to go to multiple places for viewing appointment or customer details anymore since everything is integrated together properly now because of integration of these two applications together.

The process to integrate Odoo CRM and Canny 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.