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.
Mattermost is an open source team collaboration platform tht brings all your company's conversations, documents, and applications together in one place, making it easy for your team to collaborate securely on the things that matter most.Mattermost Integrations
It's easy to connect Odoo CRM + Mattermost without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
When message post on perticular channel.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Post a new message to a channel.
Imagine if you could integrate your customer relationship management (CRM. software with your team communication top and get a full picture of your leads, customers, and employees. Wouldn’t that be nice?
Mattermost is an open source, self-hosted team communication top that provides all the features of Slack, but with improved security, support for Linux teams, and a wider variety of integrations. And Odoo CRM is a software that supports small and mid-sized companies in managing their customers, projects, sales, etc.
In this section, we will explain how Mattermost and Odoo can work together to create a better Team Communication Top.
Odoo CRM is an open source spution for small and medium-sized businesses. It provides all the basic features to manage your customers, projects, sales, etc. If you are interested in installing this software, you can do it on your own server or on one of the many available Platforms as a Service (PaaS. sputions such as Cloud9 or Google App Engine.
Integrating Odoo CRM and Mattermost is not difficult thanks to the API provided by Odoo. However, we will use the Zapier integration service which makes it easy to connect both systems without the need to configure any complicated API calls. The steps below will show you how to integrate them using Zapier:
Sign up for Zapier here. In the “New Zap” page, choose “Zapier Connector”. Click “+This” and select “Connect to Mattermost” from the dropdown menu. Click “New Channel” and choose the channel you want to use with Mattermost (in this case, we will use the “#odoo” channel. After you select the channel, click “Save”. Then click “Save” again in the next page. Now you have to select the Mattermost user you want to send the message to. In this example, we will send the message to “@juan” but you can send it to any other user or group. In order to do so, click “Search Channels” and type @juan in the search box. Click on the @juan username and click “Add User”. Then click “Save”. Then click “Done” at the top right corner of the screen. You will be taken back to the Zapier page where you can edit your Zap layout. In this case, we would like to add another action so select “Zapier Push Webhooks” from the dropdown menu. Then click “Add Webhook” and copy the webhook url into your clipboard. Now go back to your Odoo account and go to your settings menu (on the top right side of the screen. Then select “Integrations > Zapier” from the left menu and paste the Zapier webhook url in the field under “Push Webhooks URL”. Then click “Save” at the bottom of the page. Done! Now everytime you save an object in Odoo CRM, a new message will be posted on your Mattermost channel using Zapier. We also recommend sending your Mattermost messages to a channel rather than directly to a user because it allows you to organize your messages in categories or by project if that's how you decide to organize your work.
There are many benefits of integrating Odoo CRM with Mattermost including:
You can send important messages to certain users or groups instead of sending them to everyone in a channel;
You can stay organized by sending all your sales related messages into one channel and all non-sales related messages into another channel;
You can organize your messages by project;
You can use Mattermost's advanced search features to search through all the messages sent from Odoo;
You can create a new message (using Zapier. when a new contact is added into Odoo CRM;
You can create a new message (using Zapier. when an existing contact is updated in Odoo CRM;
You can create a new message (using Zapier. when an existing customer is added/deleted from Odoo CRM;
You can create a new message (using Zapier. when an existing customer is added/deleted into Mattermost;
You can create a new message (using Zapier. when an existing lead is added/deleted from Odoo CRM;
The process to integrate Odoo CRM and Mattermost 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.