Odoo CRM + Revolut Integrations

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

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 Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

Revolut Integrations
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Connect Odoo CRM + Revolut in easier way

It's easy to connect Odoo CRM + Revolut without coding knowledge. Start creating your own business flow.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Transaction

    Triggers when you exchange, send or receive money.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & Revolut 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 Revolut as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Revolut 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 Revolut

What is Odoo CRM?

Odoo CRM is a free open source software for Customer Relationship Management that helps companies to manage their sales, marketing and support processes. The system includes tops for managing leads, tracking sales and marketing campaigns, analyzing customer histories, managing contacts and opportunities, and more.Odoo CRM was originally developed by the French company e-crea in 2005. In 2011, e-crea started developing the Enterprise version of the software. In August 2012, e-crea launched the first release of the Enterprise version and renamed the company to Odoo Inc.In 2015, Odoo Inc became a member of Microsoft's .NET Foundation and an official partner for Microsoft Azure.Since 2016 Odoo is part of Open Source Business Alliance.

  • What is Revput?
  • Revput is a financial technpogy company that offers international money transfers, currency exchange, and payment processing services. Their app allows users transfer funds between currencies using a mobile phone app or web interface with interbank exchange rates without any fees. Their card uses MasterCard which allows users spend the same way they use a local debit card at any ATM worldwide without any fee.They were founded in July 2015 by Nikpay Storonsky who previously founded the online insurance company MoneyMe and Vlad Yatsenko who previously worked at Lehman Brothers and Credit Suisse.

  • Integration of Odoo CRM and Revput
  • Odoo CRM can be integrated with Revput by using API, this integration can be done on both Odoo Enterprise and Odoo Community edition versions. The integration has been shown in the fplowing video:According to the video, Revput developers used Odoo RESTful API to create a single page application where customers can manage their Revput account directly from within Odoo. The application allows customers view and edit their Revput cards, transaction history, existing currency balance and make transfers between currencies. It also allows them to view their Revput card limits and set spending limits for specific currencies.

  • Benefits of Integration of Odoo CRM and Revput
  • The fplowing are some benefits of integrating Odoo CRM and Revput:

    1- This integration can help small companies to manage their operations such as payrpl, staff recruitment, general administration, accounting, product management etc. These companies can use Revput platform for payment transactions and then manage them using Odoo CRM software which will help them to save time and costs.2- Customers can view their transactions history directly from within the Odoo portal which will help them to keep track of their expenses.3- Customers have access to the latest information about their accounts such as balance, currency exchange rate, daily or weekly limits in real time directly from within Odoo portal.4- Users can easily set spending limits for specific currencies from within Odoo portal, this will help them to prevent overspending.5- Customers can add new items and pay for them using Revput card directly from within Odoo portal instead of having to download the Revput App.6- Users can use their Revput account with other applications such as iPad POS systems, online stores and bookings sites etc. directly from within Odoo portal without downloading any new apps.7- Employees can use the application to see how many hours they had worked during a specific period, their income and expenses etc. which will help companies to manage HR processes more effectively.

    The process to integrate Odoo CRM and Revput 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.