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Odoo CRM + pipelinedeals Integrations

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

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 pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

pipelinedeals Integrations

Best Odoo CRM and pipelinedeals Integrations

  • Odoo CRM Xero

    pipelinedeals + Xero

    Create Xero invoices for moved PipelineDeals deals Read More...
    When this happens...
    Odoo CRM Moved Deal
     
    Then do this...
    Xero Create Sales Invoice
    Now that the deal has grown on PipelineDeals, it's time to get those invoices ready. They'd already be operational if you have the PipelineDeals Xero integration turned on. Every change in a deal's stage will set it off, automatically issuing a new Xero invoice for each. You can even select to have it sent out right away during setup.
    How It Works
    • A new deal is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new sales invoice in Xero.
    What You Need
    • PipelineDeals account
    • Xero account
  • Odoo CRM Google Sheets

    pipelinedeals + Google Sheets

    Create new rows in Google Sheets for new PipelineDeals users Read More...
    When this happens...
    Odoo CRM New Person
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Want to make sure that no matter how much things change, every step of the process of your deals is precisely recorded? Once you've set up this Connect Flow, everything will be tracked for you automatically. Each modification in your PipelineDeals deal stages will generate a new row in Google Sheets, ensuring that you stay on top of everything.
    How This PipelineDeals-Google Sheets Works
    • A new person is added in your PipelineDeals
    • Appy Pie Connect automatically creates a new row on Appy Pie Connect.
    What You Need
    • PipelineDeals account
    • Google Sheets account
  • Odoo CRM MailChimp

    pipelinedeals + MailChimp

    Create new Mailchimp subscribers for new PipelineDeals customers Read More...
    When this happens...
    Odoo CRM New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    Is your data being used to its full potential in your marketing? By integrating Mailchimp PipelineDeals with your CRM, you can ensure that no one is ever left out of your emails. Once you set it up, it will trigger for new people on PipelineDeals, adding a new subscriber to the Mailchimp list of your choosing, ensuring that you catch everyone.
    How This PipelineDeals-Mailchimp Works
    • A new person, lead, or contact is created in your PipelineDeals
    • Appy Pie Connect automatically adds a new subscriber to Mailchimp.
    What You Need
    • PipelineDeals account
    • Mailchimp account
  • Odoo CRM MailChimp

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Odoo CRM + pipelinedeals in easier way

It's easy to connect Odoo CRM + pipelinedeals 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.

  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

How Odoo CRM & pipelinedeals 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 pipelinedeals as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate pipelinedeals 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 pipelinedeals

Odoo CRM

Odoo CRM is a Customer Relationship Management Software. It supports, Sales, Marketing, Project management, Accounting and many other business operations.

Odoo CRM also known as Odoo ERP. To know more about Odoo CRM you may visit the official website of Odoo.

pipelinedeals

Pipelinedeals is a platform for online shopping in India.

We provide you the opportunity to buy items from leading brands at discounted prices. We also provide you the facility to book travel tickets at best price.

Integration of Odoo CRM and pipelinedeals

The integration of Odoo CRM and pipelinedeals will help in improving customer experience. You can get the list of your booked train tickets through Odoo CRM. And you can book your travel tickets from Odoo CRM. The integration of Odoo CRM and pipelinedeals will definitely help in improving customer experience.

The integration of Odoo CRM and pipelinedeals will also help in increasing sales. The customer will be able to get the list of their purchased products in Odoo CRM. This will improve customer experience and will help in increasing sales. After that, we can use Odoo CRM to send email marketing campaigns to our customers in order to increase sales and profits.

  • Benefits of Integration of Odoo CRM and pipelinedeals:
  • There are many benefits of integrating Odoo CRM and pipelinedeals. Some of them are listed below:

    Integration of Odoo CRM and pipelinedeals will help us in creating a seamless user experience for our customers. Our customers can book their travel tickets straight from Odoo CRM or they can view their purchased products in Odoo CRM. This will definitely help our customers in getting a seamless user experience.

    We can send email marketing campaigns to our customers in order to increase sales and profits. After that, we can use Odoo CRM to track the performance of our email marketing campaigns. For example, we can measure how many customers have opened our email marketing campaign, how many customers have clicked the link attached with the email marketing campaign etc. We can track all such activities using Odoo CRM. This helps us in improving the performance of our future email marketing campaigns.

    Thus, it can be concluded that there are some benefits of integrating Odoo CRM and pipelinedeals. But there are few disadvantages too. Let’s discuss them in the next section.

  • Disadvantages of integrations of Odoo CRM and pipelinedeals:
  • The process to integrate Odoo CRM and pipelinedeals 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.