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Odoo CRM + Twilio Integrations

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

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 Twilio

Twilio is the communciton platform that millions of developers trust to build seamless communications experiences with phone calls, text messages, video calls, and more.

Twilio Integrations
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Best Odoo CRM and Twilio Integrations

  • Odoo CRM Google Sheets

    Twilio + Google Sheets

    Add new Google Sheet rows for Twilio SMS text messages Read More...
    When this happens...
    Odoo CRM New SMS
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you’re a business owner, you understand the importance of Twilio SMS Text Messages. These SMS text message mean a lot to your business and you must keep them safe for future reference. With our automation platform, you can automatically save Twilio SMS Text Messages without any manual efforts. With this integration active, Appy Pie Connect will copy your Twilio SMS messages into a spreadsheet in Google Sheets, bringing all of your messages together into one place.
    How This Connect Works
    • A new SMS message triggers in Twilio
    • Appy Pie Connect automatically adds the SMS to Google Sheets as a new row in a spreadsheet
    What You Need
    • A Twilio account
    • A Google account (with an access to Google Sheets spreadsheet)
  • Odoo CRM Google Sheets

    Twilio + Google Sheets

    Save New Twilio Calls to Google Sheets as New Rows Read More...
    When this happens...
    Odoo CRM New Call
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Setup Google Sheets – Twilio automation with Appy Pie Connect and automatically save Twilio calls without any manual efforts. You don’t need to learn coding or programming skills, just follow our simple instructions and set-up this Connect in minutes. After setting this integration up, Appy Pie Connect will save Twilio phone calls in details, including – number, call location, and how long you talked or any other detail you might need.
    How This Automation Works
    • A new call is logged on Twilio
    • Appy Pie Connect adds call information to Google Sheets as a new row
    What Is Needed For Integration
    • A Twilio Account
    • A Google Account( with access to Google Sheets)
  • Odoo CRM Google Calendar

    Twilio + Google Calendar

    Generate events on the Google Calendar from Twilio SMS messages Read More...
    When this happens...
    Odoo CRM New SMS
     
    Then do this...
    Google Calendar Quick Add Event
    Ever wanted to set up new Google Calendar events from Twilio SMS message? Use the Twilio – Google Calendar integration to trigger events based on Twilio SMS messages. Once this integration has been set up, whenever a message is received on Twilio, Appy Pie Connect creates an event on Google Calendar based on that SMS message.
    How This Integration Works
    • Twilio receives an SMS
    • Appy Pie Connect creates an event on Google Calendar based on the Twilio SMS message
    What You Need
    • A Twilio Account
    • A Google Account with access to Google Calendar
  • Odoo CRM

    Twilio +

    Append new Twilio SMS text messages as record on Firebase Read More...
    When this happens...
    Odoo CRM New SMS
     
    Then do this...
    Create Child Record
    Create a log of messages received on Twilio easily with Twilio – Firebase integration from Appy Pie Connect. Once this connect is active, every time a new message is sent to your Twilio number, a corresponding record, containing message data, will automatically be added to your Firebase database.
    How The Twilio Firebase Integration Works
    • A new message is received on your Twilio number
    • Appy Pie Connect updates the Firebase record with that message
    What Do You Require
    • A Twilio account
    • A Firebase account
  • Odoo CRM Slack

    Twilio + Slack

    Set status on Slack from Twilio SMS messages Read More...
    When this happens...
    Odoo CRM New SMS
     
    Then do this...
    Slack Set Status
    With the Slack – Twilio integration from Appy Pie Connect, you can easily keep your team members updated about your activities through your Slack status, on the fly. Once this integration is successfully setup, your Slack status will be automatically updated each time you receive an SMS on your Twilio number
    How This Integration Works
    • A new SMS is received on your Twilio number
    • Appy Pie Connect updates the message to your Slack status
    Apps Needed
    • Twilio
    • Slack
  • Odoo CRM Slack

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

It's easy to connect Odoo CRM + Twilio 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 Call

    Triggers once a call is completed on your Twilio number.

  • New Recording

    Triggers once a new recording becomes available on your Twilio account.

  • New SMS

    Triggers the moment an SMS is sent to your Twilio Number.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Call Phone

    Call a number or numbers and say your predefined message.

  • Send SMS

    Send a SMS to a number or numbers.

How Odoo CRM & Twilio 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 Twilio as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Twilio 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 Twilio

Odoo CRM is a cross-platform customer relationship management (CRM. top. It is used to manage sales, marketing and other customer interactions in small or large businesses. The main features of Odoo are sales force automation, marketing automation, customer service automation, project management, human resource management (HRM), e-commerce, and accounting. Odoo can also be integrated with social networks like Facebook, Twitter and LinkedIn.

Twilio is a cloud communications platform as a service (PaaS. that provides users with a set of tops for building communications into web and mobile software applications. Twilio allows sending and receiving phone calls, texts and instant messages over the Internet. Its RESTful web service API allows developers to access these functionalities through HTTP requests.

In the above diagram, we can see how Odoo CRM and Twilio could be integrated with each other to achieve the desired goal.In this integration, when a customer signs up for Odoo CRM, Twilio will send a SMS to his/her mobile number with his/her username and password. When customer types his/her username and password in the login form of Odoo CRM, Odoo CRM will login successfully if the credentials are correct or else it will return an error message.In this integration, when an employee types his/her username and password in login form of Odoo CRM, Odoo CRM will login successfully if the credentials are correct or else it will return a success message alerting the user that the credentials typed by him/her are incorrect.

The process to integrate Odoo CRM and Twilio 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.