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Odoo CRM + Freshsales Integrations

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

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

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Best Odoo CRM and Freshsales Integrations

  • Odoo CRM Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Odoo CRM New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Odoo CRM Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Odoo CRM New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Odoo CRM Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Odoo CRM New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Odoo CRM Freshsales

    Google Forms + Freshsales

    Create Freshsales leads from new Google Forms submissions Read More...
    When this happens...
    Odoo CRM New Response in Spreadsheet
     
    Then do this...
    Freshsales Create Lead

    If you're using Google Forms to capture new leads, this Connect is perfect for you. Once you have set this integration up, we’ll automatically create a new lead on Freshsales with the details from every new response you receive on Google Forms. This integration is a great way to keep your CRM contact list updated to help you expand your business.

    Note: You need a live form that's been set up to collect responses in a spreadsheet, for using this integration.

    How this Google Forms - Freshsales integration works
    • Someone fills out your Google Forms form
    • Appy Pie Connect automatically creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Odoo CRM Freshsales

    Google Sheets + Freshsales

    Create Freshsales leads from new Google Sheets rows Read More...
    When this happens...
    Odoo CRM New Spreadsheet Row
     
    Then do this...
    Freshsales Create Lead
    Freshsales is one of the most recognized customer relationship management platforms and now it has become the backbone of modern businesses all across the world. So, make more of your Freshsales by integrating it with Google Sheets. Once this integration has been set up, whenever a new row is added on Google Sheets, Appy Pie Connect automatically creates a new lead in Freshsales, keeping your CRM up-to-date.
    How this Google Sheets - Freshsales integration works
    • A new row is added in Google Sheets
    • Appy Pie Connect creates a new lead in Freshsales
    What You Need
    • A Google account
    • A Freshsales account
  • Odoo CRM Freshsales

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    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
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Connect Odoo CRM + Freshsales in easier way

It's easy to connect Odoo CRM + Freshsales 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 Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Odoo CRM & Freshsales 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 Freshsales as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Freshsales 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 Freshsales

What is Odoo CRM?

Odoo CRM is an open source cloud based platform that helps businesses to run their business more effectively. It can be implemented in any kind of industry and can be customized easily according to the needs of a specific industry. It has wide range of features like sales, marketing, customer support, project management, cplaboration and others.Odoo CRM has small number of modules which are integrated together. This makes it very easy to use.As Odoo CRM is open source, customers are free to modify it according to their requirements. It also offers support for customization.It is available in two editions one as community edition and another as enterprise edition.

What is Freshsales?

Freshsales is a cloud based CRM software which helps businesses to increase their sales leads and sales. It integrates with various services like Gmail, Zapier, Google Drive, MailChimp, Slack, Twitter and many more. It also allows to track the performance of your sales people.Freshsales can be used by two types of users - individual and group. In individual plan, you can use it for one user for a specific amount of time. In group plan, you can use it for multiple users for a specific amount of time. In both cases, you can choose between monthly payment or annual payment plans.Freshsales can help you to manage your sales pipeline, track your projects, manage appointments and much more. It also has integration with Zapier, which means that if you use Zapier then you can automate your sales tasks with the help of Freshsales.Freshsales can integrate with other applications like Gmail, Google Drive, Slack, Twitter, Dropbox and more. The Freshsales team is constantly working on integrating with other services as well.

Integration of Odoo CRM and Freshsales

Integration of Odoo CRM and Freshsales is made very simple by their developers. All you need to do is log into your Odoo admin panel, go to settings and then click on addons from the left side menu. From the addon page you will see the option for Freshsales. Just click on it and fill in your Freshsales credentials. Odoo will then automatically configure your Freshsales account with Odoo CRM. You can also configure Freshsales through APIs if you find it difficult to configure it manually using the interface.Freshsales also has integration with Zapier which makes it possible to automate your sales processes using Freshsales and Zapier. Through Zapier you can connect Freshsales with other services like Google Sheets, Gmail and Salesforce and get things done automaticallyYou can see how easy it is to configure Freshsales with Odoo by checking out this video tutorial:

Benefits of Integration of Odoo CRM and Freshsales

Integration of Odoo CRM and Freshsales help businesses in many ways. Some benefits are listed below:

  • Automation of repetitive tasks. If you have a lot of repetitive tasks that have to be done manually then integration of these two applications can help you automate these tasks so that you don't have to waste your valuable time on them and can spend more time on important things.
  • Effective communication. Integration of these two applications helps employees to communicate about tasks effectively because all information about tasks are stored in one place instead of being distributed among different people. Also employees don't have to waste their valuable time searching for information that they need because everything is stored in one place which makes it very easy for them to find what they are looking for.
  • Better management of sales pipeline. Integration of these two applications helps businesses to make better decisions about their sales because all information about sales are stored in one place rather than being spread across multiple places thus making the task of management of sales much easier as all information about sales are available at one place rather than being spread across multiple places thus making the task of management of sales much easier as all information about sales are available at one place rather than being spread across multiple places . This also helps businesses to analyze data related to sales and make informed decisions about future strategy regarding sales.
  • Easy tracking of leads. As integration of these two applications automates repetitive tasks so there is no need for any manual work to be done by employees which results in improved efficiency thus helping companies generate more leads that they can convert into customers thus helping them to increase their revenue and profits from the business .

Integration of Odoo CRM and Freshsales is very beneficial for businesses as it makes communication among employees regarding sales easier, helps businesses to manage their sales pipeline more efficiently and helps them generate leads more efficiently thus helping them grow their business further .

The process to integrate Odoo CRM and Freshsales 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.