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Odoo CRM + ServiceNow Integrations

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

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 ServiceNow

ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.

ServiceNow Integrations
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Best Odoo CRM and ServiceNow Integrations

  • Odoo CRM ServiceNow

    Gmail + ServiceNow

    Create records in ServiceNow on new labeled emails in Gmail [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    Odoo CRM New Labeled Email
     
    Then do this...
    ServiceNow Create Record
    ServiceNow is one of the best IT workflows management platforms that lets you automate your IT Business Management (ITBM) process. Use our Gmail-ServiceNow integration and make your IT business management more effective. After setting this integration up, whenever you get a new email with a specific label, it automatically gets added as a record in ServiceNow. You can add specific search term to make you connect quickly understand which emails need to be moved.
    How This Integration Works
    • A new email with a specific label on your Gmail account.
    • Appy Pie Connect automatically creates a record in your ServiceNow account
    What You Need
    • A Gmail account
    • A ServiceNow account
  • Odoo CRM ServiceNow

    {{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 + ServiceNow in easier way

It's easy to connect Odoo CRM + ServiceNow 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.

  • New Record

    Triggers when a new record is created.

  • Updated Record

    Triggers when a record is update.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Record

    Creates a new record in a table.

  • Update Record

    Update a old record in a table.

How Odoo CRM & ServiceNow 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 ServiceNow as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate ServiceNow 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 ServiceNow

I. Introduction:Odoo is a powerful business management system that has gained a lot of popularity in recent years. The system is known for its versatility and scalability, and it is used by many organizations to manage their businesses. Among one of the other aspects the Odoo is also known for is its capabilities for customization. Thus, the platform can be customized to suit individual needs of different organizations. This means that customization helps in bringing unique features to Odoo which otherwise might not have been present in the system. In addition to this, there are many third party apps available that extend the capabilities of the Odoo platform and enable organizations to integrate various business applications.ServiceNow is a cloud based platform designed to help organizations in managing their businesses effectively. The platform offers asset management features that include software licenses, hardware inventory, software and hardware maintenance, etc. ServiceNow also offers service management features like work request for help desk, knowledge base, incident tracking, problem respution, etc. The platform has an integration feature called Connectors which allows organizations to integrate external applications with ServiceNow platform. Thus ServiceNow helps organizations in managing IT services as well as non-IT services.ServiceNow also offers a business intelligence top called Analytics which helps organizations in analyzing current and historical data on a dashboard. This can be useful for various purposes such as analyzing sales figures to find out the best time of day or day of week to market a product, or analyzing the number of calls received by the call center over a period of time so that it can be determined whether the number of agents assigned to the call center needs to be increased or decreased.Integration of these two platforms enables organizations to save time and money, improve customer experience and operational efficiency, and increase organizational agility.

Integration of Odoo CRM and ServiceNow

There are different ways in which Odoo CRM and ServiceNow can be integrated. One way is by using connectors. With this approach, two separate instances of both platforms are created and then connected via connectors to share information between the two. However, this approach requires a lot of work on the part of administrators since it invpves setting up two separate instances of both platforms as well as configuring necessary connectors. Another way is by integrating ServiceNow with Odoo through an API. With this approach only one instance of each platform is required; data can be exchanged via the API provided by Odoo and ServiceNow. In addition to this, technical experts skilled in API programming can be hired by organizations to configure necessary APIs and other related parameters so that data exchange takes place between Odoo CRM and ServiceNow seamlessly without any issues.However, using connectors poses some security risks that should be kept in mind while implementing integration between Odoo CRM and ServiceNow. Apart from this, when using connectors it is important that proper testing is carried out as this can help in avoiding any possible issues later on.A major benefit of integrating Odoo CRM and ServiceNow using an API as opposed to using connectors is that it reduces costs as fewer resources will be required for implementation. However, it may take slightly longer time than using connectors.

Benefits of Integration of Odoo CRM and ServiceNow

There are several benefits of integrating Odoo CRM and ServiceNow including:

  • Improved customer experience. By integrating these two platforms using an API, it becomes possible to access all information related to customers at one place rather than accessing different systems for different purposes like customer information, billing information, etc. Thus a single view of all customer information can be obtained which makes it easier for customer care representatives to provide better customer service to customers who demand for it. A study conducted by Forrester Consulting found that customers who received excellent service were willing to pay more than customers who received average service. Similarly, another study found that about 60% of customers who receive good support end up buying more from a company than those who received poor support. Thus providing better customer service can help in increasing sales and revenue of an organization significantly.
  • Reduced costs. When business processes are automated it becomes possible to reduce costs significantly since it eliminates manual intervention which usually invpves additional costs. For example, when customer service requests are generated via an application like ServiceNow rather than being generated manually by customer service representatives there are no extra costs invpved since no human intervention is required. Similarly generating bills automatically without having human intervention can result in significant cost savings since no additional human resource will be required for this purpose either.
  • Increased organizational agility. Automation of business processes has a direct impact on organizational agility since it reduces turnaround time for completing different tasks thus enabling organizations to respond quicker to changing business requirements.
  • Improved operational efficiency. Automation helps in improving operational efficiency by reducing errors since there is no human intervention invpved during business processes which usually results in errors due to lack of attention or rush of work load for which people are not prepared for at times.

Odoo CRM and ServiceNow can be integrated using an API for effective management of businesses which enables organizations to save time and money, improve customer experience and operational efficiency, and increase organizational agility. By doing so it becomes possible to access all information related to customers at one place rather than accessing different systems for different purposes like customer information, billing information, etc. Thus a single view of all customer information can be obtained which makes it easier for customer care representatives to provide better customer service to customers who demand for it. A study conducted by Forrester Consulting found that customers who received excellent service were willing to pay more than customers who received average service. Similarly, another study found that about 60% of customers who receive good support end up buying more from a company than those who received poor support. Thus providing better customer service can help in increasing sales and revenue of an organization significantly.Integration of these two platforms also helps in reducing costs since it reduces manual intervention thus eliminating extra costs invpved with human intervention as well as provides an opportunity for organizations to automate business processes which results in significant cost savings due to elimination of human intervention altogether while performing some tasks like generating bills or customer service requests. Automating business processes improves operational efficiency since there is no human intervention invpved during business processes which usually results in errors due to lack of attention or rush of work load for which people are not prepared for at times and thus results in costly mistakes and loss of productivity resulting in poor operational efficiency.Integration of these two platforms also provides an opportunity for organizations to increase their organizational agility by automating business processes and thus reducing turnaround time for completing different tasks thus enabling organizations to respond quicker to changing business requirements.

The process to integrate Odoo CRM and ServiceNow 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.