?>

Odoo CRM + Slack Integrations

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

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 Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
Slack Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Microsoft Teams Microsoft Teams

Best Odoo CRM and Slack Integrations

  • Odoo CRM Google Sheets

    Slack + Google Sheets

    Add Slack messages to a Google Sheets spreadsheet Read More...
    When this happens...
    Odoo CRM New Message Posted to Channel
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to create an archive for everything posted to your Slack channel, then this integration from Appy Pie Connect can help you save a lot of time. You don’t need to learn to code, just create a dedicated Slack channel for your spreadsheets so that whenever a new message is posted on Slack channel, it automatically gets added to a Google Sheets spreadsheet. This integration is a great way to create an archive for Slack messages for future reference.
    How It Works
    • A new message is posted on you slack channel
    • Appy Pie Connect will copy the message & paste it into a new row in your Google Sheets spreadsheet
    What You Need
    • A Google account
    • A Slack account
  • Odoo CRM Todoist

    Slack + Todoist

    Add new starred Slack messages to Todoist as tasks Read More...
    When this happens...
    Odoo CRM New Starred Message
     
    Then do this...
    Todoist Create Task
    This integration enables you to automatically create new tasks in Todoist right from your Slack account. After setting up this integration, Appy Pie Connect will create a new task in Todoist when you ‘star’ a message on slack account. So, set this integration up with us in just a few minutes without writing a single line of code. An important point, this integration will create new tasks for only new starred messages, from the time it has been activated.
    How It Works
    • You star a message in Slack
    • Appy Pie Connect will create a Todoist task fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Todoist account
  • Odoo CRM Trello

    Slack + Trello

    Create Trello cards from new starred Slack messages Read More...
    When this happens...
    Odoo CRM New Starred Message
     
    Then do this...
    Trello Create Card
    If you're manually creating Trello cards from your Slack, you need to consider automation to simplify your life. After setting this integration up, whenever you ‘star’ a message in your Slack, we will create a new card in Trello. This integration will help you manage your workflow efficiently without missing a single task. Enjoy the benefits of workflow automation, set up this integration now! Note: This integration will not create tasks for already starred Slack message, but, will create tasks from only new starred messages since it’s been set up.
    How It Works
    • Star a message in Slack
    • Appy Pie Connect will create a Trello card fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Trello account
  • Odoo CRM Trello

    Slack + Trello

    Create Trello Cards from a Slack Channel Read More...
    When this happens...
    Odoo CRM New Message Posted to Channel
     
    Then do this...
    Trello Create Card
    Add another level of efficiency in your workflow by connecting your Slack account to Trello. Once you’ve set this integration up, Appy Pie Connect will automatically create a Trello card for every new message posted on Slack Channel of your choice. The process starts with copying message from your slack channel and finally end-up creating a new card in your Trello Board. So, integrate Slack with Trello now and get most out of your team.
    How It Works
    • Someone posts a message on your Slack Channel
    • Appy Pie Connect copies the text and creates a new card in your Trello Board
    What You Need
    • A Slack account
    • A Trello account
  • Odoo CRM Google Sheets

    Slack + Google Sheets

    Send Starred Messages in Slack to a Google Spreadsheet Read More...
    When this happens...
    Odoo CRM New Starred Message
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    With this integration, you can easily send any important message or link to a Google Sheets Spreadsheet from your Slack channel. Just ‘star’ a message or link in a Slack channel and Appy Pie Connect will automatically send it to your Google Sheets Spreadsheet. This is a great way to save important information to refer later. You don’t need any coding skills, just follow our simple instructions and set up this integration in minutes.
    How It Works
    • ‘Star’ a message in Slack
    • Appy Pie Connect immediately sends it to your Google Sheets Spreadsheet
    What You Need
    • A Slack account
    • A Google account
  • Odoo CRM Google Sheets

    {{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 + Slack in easier way

It's easy to connect Odoo CRM + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

How Odoo CRM & Slack 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 Slack as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Slack 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 Slack

In this paper we are going to talk about the integration of Odoo CRM with Slack.We will cover:What is Odoo CRM?

What is Slack?

Details on how Odoo CRM and Slack can be integrated.What are the benefits of the integration?Why these integrations are beneficial?In this section we will cover the details of integration and how it can be done.The integration is done in two stages. In the first stage Odoo will send an email notification to all users based on a rule when a new case is created in Odoo. In the second stage we will integrate a specific Slack channel with a specific customer channel so that if a new case is created by the customer through Odoo then it will be notified in the Slack channel.For this we need to create a new rule in Odoo, a new bot in Slack and a new channel in Slack with which we have to integrate it with Odoo.How this integration is beneficial?Odoo user can get all their customer cases that are created in Odoo in any Slack channel that they want and they can handle them from there instead of going to Odoo and handling them from there.The client can also get all the updates about their cases sent through Slack, this way they don't need to go to Odoo site to check their cases.Additionally, for some customers it becomes very helpful as they do not have access to computers or the Internet at all times and this way they can keep a track of their cases.This section will cover why integrations are beneficial. We can integrate Odoo and Slack due to fplowing reasons:· It helps in saving time. Our time is precious and we should try to save it whenever possible. By integrating Odoo and Slack, we can save our valuable time and utilize it in more useful and productive ways.· It saves energy. Energy is vital for us as without it we cannot survive and work properly. By integrating Odoo and Slack, we can save our energy and use it in more productive ways.· It makes work easier. Integrating Odoo and Slack will make our work easier, thus allowing us to perform it better. This will increase our productivity as well as efficiency.· It improves the quality of our work. By integrating Odoo and Slack, our work will improve in terms of quality which will result in better output with less input and effort from our side. This will also boost our credibility which is important for any business.· It creates more opportunities for effective communication. By integrating Odoo and Slack, communication between employees and customers become easier as well as effective. This will boost productivity, efficiency as well as credibility which are crucial for any business.

The process to integrate Odoo CRM and Slack 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.