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Odoo CRM + SharePoint Integrations

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

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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations
Connect Odoo CRM + SharePoint in easier way

It's easy to connect Odoo CRM + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & SharePoint 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 SharePoint as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SharePoint 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 SharePoint

Odoo CRM is a Customer Relationship Management top. It is an open-source platform that can be used as the standard software for small and medium businesses. SharePoint is a platform that allows users to share information from various systems in one place. The main objective of this paper is to explain how Odoo CRM and SharePoint can be integrated in order to achieve the desired objectives.

After reading the title, it is evident that Odoo CRM and SharePoint are two different programs. However, both these tops can be integrated to achieve the same objective. Odoo CRM is basically a Customer Relationship Management software. It assists managers in managing their business in a better way. It covers the entire process of customer interaction. It has got all the features that are required for effective management of business. A SharePoint is a web-based platform that allows sharing of information from different systems in one place. It is basically a cplaboration top that works on computing platforms. The integration of Odoo CRM and SharePoint will enable managers to perform certain tasks more effectively. For example, if a manager wants to create multiple catalogs, he/she will have to use Odoo CRM. Once the catalogs are created, they can be shared with others employees using SharePoint. Thus, managers will not need to create catalogs manually. Similarly, it will be easy for them to share information using SharePoint.

Businesses these days rely heavily on their customers. They believe that customer satisfaction is the key to success. Businesses go out of their way to make sure that they satisfy their customers. They try to make sure that they retain their existing customers and win new ones as well. Thus, business owners are always looking for ways in which they can improve their customer satisfaction rate. This paper has explained how Odoo CRM can be integrated with SharePoint to meet the desired objectives.

The process to integrate Odoo CRM and SharePoint 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.