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Odoo CRM + Miro Integrations

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

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 Miro

Miro (formerly RealtimeBoard) is an intuitive visual collaboration and whiteboarding platform for cross-functional teams.

Miro Integrations
Connect Odoo CRM + Miro in easier way

It's easy to connect Odoo CRM + Miro 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Board

    Creates a new board.

How Odoo CRM & Miro 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 Miro as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Miro 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 Miro

“Odoo CRM is a customer relationship management application for small and medium business. It is integrated with Odoo ERP, accounting, HR, sales, purchase and warehouse applications.” (Odoo, 2017)

Customer relationship management, or CRM, is a marketing analysis top that helps companies to keep track of their customers and analyze their behavior. A customer relationship management system is an integrated software application that allows an organization to manage its customers’ information such as contact details, preferences, and purchasing history. (Wikipedia, 2017)

CRM systems are used in various industries including banking, insurance, telecommunication, media, retail, and government. They are also used by NGOs to manage their donor database.

An example of a CRM system is the Salesforce platform that helps businesses to connect to their customers through the internet. The Salesforce CRM has social media integrations that allow users to track conversations through Twitter, Facebook, YouTube and Google+. (Salesforce, 2017)

Figure 1. Salesforce CRM Platform

(Source. Salesforce, 2017)

In this article, I will be discussing about Odoo CRM and its integration with Miro.

Integration of Odoo CRM and Miro

Miro is a video-streaming software whose main goal is to make it easy for people to access videos online. Users can create playlists using Miro and stream videos from different websites or upload their own videos on the website. There is also an app for Android devices that allows users to watch videos online. Miro users can also record videos and upload them to the website. (Miro, 2017)

Figure 2. Miro Homepage

(Source. Miro, 2017)

Odoo CRM is a customer relationship management application for small businesses that integrates sales, customer service, HR and accounting functions into one package. It is also an open source application that means it is free for companies to use and customize it according to their needs. (Odoo, 2017)

Figure 3. Odoo CRM Homepage

(Source. Odoo, 2017)

The process to integrate Odoo CRM and Miro 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.