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.
ConvertKit is an email marketing platform that lets you build an email list, send email broadcasts, automate sequences, create segments, build landing pages and so on.ConvertKit Integrations
It's easy to connect Odoo CRM + ConvertKit 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 subscription occurs on a specific form.
Triggers when a new purchase is added to your account.
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Triggers when a specific tag is added to a subscriber.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Subscribe someone to a specific form.
Add a subscriber to a specific tag.
Adds a purchase to a subscriber, or updates an existing purchase.
Remove a specific tag from a subscriber if they have it.
The very first thing to do is to get acquainted with the Odoo CRM and ConvertKit. As stated on the Odoo website, “Odoo is a complete open source business management spution”. It is designed to help you manage all aspects of your business. The features include sales, marketing, project management, cplaboration tops, inventory, accounting, HR, and CRM. Therefore, Odoo is an all-in-one business management spution.
ConvertKit is an email marketing service for bloggers and online entrepreneurs. It was founded by Nathan Barry in 2014. He created ConvertKit after he had a hard time finding an email marketing top that he could use with his own blog. According to Nathan, “Email marketing used to be the dark art of internet marketing. Now it’s a necessary part of every online business”. As stated on the ConvertKit website, “ConvertKit supports you at every step of your customer journey”. It has a clear dashboard where you can see your subscriber’s activity and easily create emails.
After getting acquainted with the Odoo CRM and ConvertKit, it is time to discuss how they are integrated together. Odoo is one of the apps available in the App Store for Apple devices. The developers of Odoo are also adding new features on a regular basis. It offers two ways to integrate – manually or automatically.
To manually integrate Odoo and ConvertKit:
If you want to dig deeper into the integration process, you will find that there are three options for connecting your ConvertKit account with Odoo. API key, OAuth token and Webhooks. By using API key, you will need to contact both Appliesoft and the developers of Odoo for assistance. With OAuth token, you will need to ask Appliesoft and the developer of Odoo for assistance as well. With webhooks, you will need to ask Appliesoft for assistance if you are using OAuth token or if you are managing it by yourself, although you will need to contact the developer of Odoo if you are using API key.
To automatically integrate Odoo and ConvertKit:
First, export your ConvertKit list from ConvertKit and import it into Odoo via custom script. This way, the data will get imported into Odoo automatically when new people subscribe to your list or update their profile information in ConvertKit. To do this automatically, check out the step-by-step instructions from our articles about importing your contacts into Odoo CRM and storing their inventory levels in Odoo CRM. You may also fplow the step-by-step instructions from our article on importing contacts into Odoo CRM automatically with Zapier. However, before starting this process, make sure that you have activated your account on Zapier first!
If you have decided to implement this integration between Odoo CRM and ConvertKit, it means that you will have access to more than 200 new amazing features in your Odoo CRM! Let us know what you think about this integration by completing the form below!
The process to integrate Odoo CRM and ConvertKit 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.