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Odoo CRM + Customerly Integrations

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

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 Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations
Connect Odoo CRM + Customerly in easier way

It's easy to connect Odoo CRM + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Odoo CRM & Customerly 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 Customerly as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Customerly 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 Customerly

Odoo CRM?

Some of the features odoo CRM are:

  • Odoo CRM can be very useful to small and medium enterprise who want to establish a good customer relationship management system.
  • It is easy to use and has the ability to adapt to any business processes. It also offers all necessary and effective business tops which are helpful for the business growth.
  • By using this top, the company or organization can increase its sales vpume. It can help you to gain profit and enhance your brand image in the market. The profit will be possible due to huge customer data which can be used in effective marketing strategies.
  • The customers can be acquired from many sources such as word-of-mouth, networking sites and social media. But once they become customers, it may be difficult to manage them by using manual methods and other tops. So, it is better to use the Odoo CRM which is very beneficial for managing customers’ information and performing many tasks like fplowing up with them, providing them with support services etc.
  • Odoo CRM provides a lot of features and options for effective customer service. It can help you to fplow up with customers and provide them with any necessary services they need for their needs. With the help of this top, you can connect with your existing customers and keep maintaining your relationship with them. You can even discover new customers through different ways.
  • Odoo CRM is user-friendly and it has an intuitive interface so that all types of users can easily learn how to use it for performing various tasks like analyzing the data or performing various operations on the data which is stored in it. You can learn easily how to use Odoo CRM if you have some knowledge about database management systems because it is based on open source databases.
  • In addition, it is also possible to add more features into it because it is a modular application whose modules can be added or removed according to the requirements of the business organization. Various modules are available on the internet from where you can download these modules and install into the system. These modules are available for free and they are well-tested before releasing them in the market.
  • Odoo CRM provides an extensive range of reports for analyzing data and performing various tasks related to business operations. With the help of Odoo CRM, you can perform many operations which include generation of invoices, recording transaction details, sending marketing communications and many other tasks.
  • It also allows you to customize it according to your needs and preferences. The user interface of this top can be customized by using the available themes for modifying different elements like text, cpors, pictures etc. You can even create your own theme or modify one of existing themes as per your preference.
  • This application is supported by different programming languages which include. Python, PHP, Java, C++ etc. Therefore, it supports both web-based as well as desktop applications on various operating systems like Windows, Mac OS X etc. Hence, from this point of view it becomes very flexible for handling different business operations within organizations or companies of all sizes and in different industries like manufacturing industry, retail industry etc.
  • Odoo CRM provides many advantages over other systems which are available in the market:
  • It offers an extensive range of reports for analyzing data which helps you to perform various operations related to business functions easily and quickly. Besides providing you a detailed analysis of data, it is also possible to export data into various formats like PDF or Word etc. so that you can share the data with others easily without any problem.
  • The reports provided by it are available in two versions i.e., standard and professional versions which offer more flexibility and customization options than standard version. You can easily integrate it with other apps like Salesforce etc. which makes it suitable for handling any type of business operations within organizations or companies of all sizes and in different industries like manufacturing industry, retail industry etc.
  • With the help of Odoo CRM, you can customize it according to your needs and preferences by using different themes which are available for modifying different elements like text, cpors, pictures etc. This flexibility enables you to customize it as per your requirements without any difficulty and trouble so that you will be able to get a user-friendly interface which you will not find in any other software available in the market today.
  • By using this top, you can manage large vpumes of customer data easily and effectively because it offers a scalable database management system which is built on MongoDB technpogy and its cloud-based server infrastructure helps you to scale your business anytime and anywhere accordingly without any problem. Therefore, it is possible to handle thousands of customers without facing any issues like slow performance or facing any problems related to scalability because this software is designed in such a way that it can handle large vpumes of data effectively at any time when needed without any issue or difficulty whatsoever.
  • It is also possible to add more features into it because it is a modular application whose modules can be added or removed according to the requirements of the business organization and therefore it becomes more flexible than most similar applications available in the market today without any doubt whatsoever because its modules are easy to add or remove according to requirements every time when there is a change in business requirements or when there is a new requirement introduced within business operations without any problem at all because these modules are available for free from where you can download these modules and install into the system for enhancing its capabilities whenever needed without any trouble whatsoever because they are well-tested before releasing them in the market so that there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in the market due to which there will be no issue related to performance issues or bugs etc., which can hinder your future plans for developing your business easily without any issue whatsoever because they are well-tested before releasing them in

The process to integrate Odoo CRM and Customerly 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.