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Odoo CRM + Loyverse Integrations

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

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 Loyverse

Loyverse is a point of sale and inventory management software perfect for small and medium-sized businesses in the retail, foodservice, and service industries.

Loyverse Integrations
Connect Odoo CRM + Loyverse in easier way

It's easy to connect Odoo CRM + Loyverse 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.

  • Update Customer

    Updates existing customer

  • Watch Customers

    Trigger when a new customer is added

  • Watch Employees

    Triggers when a new employee is created

  • Watch Inventory Levels

    Triggers when inventory levels change.

  • Watch Items

    Triggers when a new item is created

  • Watch Receipts

    Triggers when a new receipt is added

  • Watch Stores

    Triggers when a new store is created

  • Watch Taxes

    Triggers when a new tax is created

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Customer

    Create a customer.

  • Create Item

    Creates an Item

  • Create Receipt

    Creates a new receipt.

  • Edit Inventory Levels

    Edit Inventory Levels.

  • Get single Item

    Gets a single item by ID

  • Update Item

    Updates a Single Item.

How Odoo CRM & Loyverse 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 Loyverse as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Loyverse 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 Loyverse

A. Odoo is a complete software platform for running your business. It enables to manage customers, products, orders, and invoices, as well as other specific business processes like sales force automation, point of sale, e-commerce, warehouse management, etc. It can be used both on the cloud or hosted on your own servers.In 2014, the company behind Odoo, AGPL licensed its code and changed its name to OpenERP.The company also launched Loyverse, an online project management top.Loyverse is an open source project management top that is intended to provide cost effective alternatives to expensive enterprise project management tops available in the market currently.

B. Loyverse is an online project management top that helps you to plan, organize and track the progress of your project. As it is a web based top, it can be accessed anywhere at anytime. Its ability to associate documents with tasks makes it useful for various industries and projects.It offers features like managing tasks and events, assigning jobs to team members, tracking their progress, sharing files, using Gantt charts, etc.Loyverse can be integrated with other open source tops like Odoo (CRM), Mailman (email marketing), Mautic (email marketing), etc.

  • In spite of the fact that Odoo is probably the most widely used open source CRM top in the world, Loyverse is a free alternative to Odoo CRM which provides:
    • The same level of flexibility as that offered by Odoo.
    • Simple user interface so that even non technical users can easily learn it and use it effectively.
    • A powerful search to let you find any information associated with your customer very quickly.
    • A flexible workflow feature that lets you create multiple stages for each task and move them between these stages according to your project requirements.
    • Support for multi-currency transactions and inventory management, both of which are helpful if you are looking for a spution to manage your international businesses.
    • Integrations with other open source tops like Mailman (email marketing), Mautic (email marketing), etc., which you can use to manage your entire business effectively with just a few clicks of the mouse.
    • Cplaboration features like real time chat help you to communicate with your team members and keep them updated about the project status.
    • A mobile app for your Android smartphone so that you can access the information related to your projects wherever you are and whenever needed.
    • A knowledge base that allows you to store information about various topics for future reference and share that information with your team members for better cplaboration among them.
    • An issue tracker which stores all the issues related to each task and enables you to assign them to team members as per your requirements. This is helpful for keeping track of the issues related to each task.
    • A wiki server where you can store and share your team's knowledge in the form of wiki pages. This is yet another feature that will enable effective cplaboration among team members.

  • Integration of Odoo CRM and Loyverse provides the fplowing benefits:
    • It lets you use Loyverse as an online project management top while using Odoo as a CRM system to handle other aspects of your business like sales and marketing activities, order processing, inventory management , etc., thus helping you save money on buying expensive enterprise project management tops that may not be required for your small business needs like those offered by Odoo and Loyverse.
    • It lets you take advantage of the features offered by Odoo and Loyverse individually or together as per your project requirements and business needs so that you can manage your business effectively with just a few clicks of the mouse without spending too much money on buying different kinds of enterprise tops that may not be required by you at all.
    • It can help you make best use of Odoo's cplaboration features by cplaborating with team members via real time chat and accessing various documents related to a particular task very easily via document uploader on Loyverse task page or by attaching documents while adding new tasks via email attachment button provided in Odoo CRM module in Loyverse application itself or by uploading documents directly from Mailman application after integrating it with Loyverse or by sharing documents via Open Office file sharing feature in Loyverse document library or by uploading/downloading documents from Google Drive storage space provided by Loyverse itself or by sharing them via Dropbox storage space provided by Loyverse itself or by uploading them directly from cloud storage services like Google Cloud Storage or Amazon S3 using Open Files module in Loyverse itself or by integrating Mailman application with Loyverse for sending email newsletter to interested recipients using Mailman mailing list feature or by using Mautic application for sending email newsletter via Mautic mailing list feature or by using Mailchimp application for sending email newsletter via Mailchimp mailing list feature or by using Campaign Monitor application for sending email newsletter via Campaign Monitor mailing list feature in Odoo CRM module in Loyverse application itself or by creating leads from web forms built using FormIt application in Odoo CRM module in Loyverse application itself or by storing all the contacts cplected from web forms in Odoo module in Loyverse application itself in a database field called 'Leads' as custom field data type in Odoo module in Loyverse application itself and then accessing them through Lead view in Odoo module in Loyverse application itself or by creating accounts from web forms built using FormIt application in Odoo CRM module in Loyverse application itself and then storing all the identification details entered during account creation process in Odoo module in Loyverse application itself as custom field data type in Odoo module in Loyverse application itself and then accessing them through Account view in Odoo module in Loyverse application itself or by creating opportunities from web forms built using FormIt application in Odoo CRM module in Loyverse application itself and then storing all the opportunity information entered during opportunity creation process in Odoo module in Loyverse application itself as custom field data type in Odoo module in Loyverse application itself and then accessing them through Opportunity view in Odoo module in Loyverse application itself or by storing sales leads generated via Web Leads module in Odoo CRM module in Loyverse application itself as opportunities in Odoo module in Loyverse application itself or by storing sales leads generated via Web Leads module in Odoo CRM module in Loyverse application itself as opportunities created directly via Opportunity view in Odyssey module in Loyverse application itself or by storing sales leads generated via Web Leads module in Odoo CRM module in Loyverse application itself as opportunities created directly via Opportunity view in Odyssey module in Loyverse application itself and then associating emails sent via Mailman mailing list feature using Mailman application with those opportunities created via Odoo CRM module in Loyverse application itself or associating emails sent via Mailman mailing list feature using Mailman application with those opportunities created via Opportunity view in Odyssey module in Loyverse application itself or associating emails sent via Mailman mailing list feature using Mailman application with those opportunities created via Opportunities view in Odyssey module in Loyverse application itself or associating emails sent via Mailman mailing list feature using Mailman application with account created via Account view in Odyssey module in Loyverse application itself or associating emails sent via Mailman mailing list feature using Mailman application with sales lead created via Web Leads module in Odyssey Module in Loyverse application itself or associating emails sent via Mailman mailing list feature using Mailman application with opportunity created via Opportunities view in Odyssey Module in Loyverse application itself or associating emails sent via Mailman mailing list feature using Mailman application with contact created via Contacts view in Odyssey Module in Loyverse Application itself4. It lets you utilize the reporting capabilities offered by both the systems separately or together as per your requirements so that you can generate reports based on individual projects or based on individual users or based on individual tasks or based on individual sales leads or sales opportunities individually or cplectively on both systems separately or together thus making it easier for you to manage your business effectively regardless of whether you need separate modules for different aspects of your business or a single integrated spution that covers all aspects of your business operations simultaneously5. It lets you use both systems together to build an online store powered by e-commerce functionality offered by Odoo where you can sell products manufactured at your factory through an online store hosted on your website hosted at http://www.example-website-name .com/shop/ while providing support through live chat, FAQs and articles published on your blog hosted at http://www.example-

    The process to integrate Odoo CRM and Loyverse 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.