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Salesforce + Odoo CRM Integrations

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

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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.

Odoo CRM Integrations
Odoo CRM Alternatives

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Best Salesforce and Odoo CRM Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Salesforce & Odoo CRM Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Odoo CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Odoo CRM

Salesforce?

Salesforce is a leading provider of customer relationship management (CRM. software. It was founded in 1999 and is headquartered in San Francisco, California. Salesforce is ranked as one of the most innovative companies in the world. In early 2011, it was rated #1 on Forbes’ list of top 100 places to work. It has been listed among the fastest growing companies in the United States.

Odoo CRM?

Odoo CRM is a customer relationship management (CRM. enterprise software platform for small- and medium-sized businesses. The software is designed to help companies manage sales, marketing, manufacturing, finance, human resources, project management, e-commerce and customer service. Odoo also offers a wide range of open source Business Process Management (BPM. applications such as HR, Accounting, Manufacturing, Purchasing, Order Management, Loyalty Programs and Point of Sales. Odoo is based on the Python programming language and is available as a cloud computing service or as software that can be installed on a private server. Odoo integrates with third party applications by using an application programming interface (API. Odoo uses a community-based governance model.

Integration of Salesforce and Odoo CRM

Integration of Salesforce and Odoo CRM allows organizations to use both the tops appropriately. This integration helps them get complete visibility across their sales and marketing processes. It also helps them to close more deals faster and retain their customers better than before. According to Gartner prediction, Salesforce will reach $34 billion by 2016. Whereas, according to IDC prediction, Odoo will reach $600 million by 2018. Below are some features of Salesforce’s integration with Odoo CRM:

Salesforce – Odoo Integration:

Sales Cloud – Customer Relationship Management (CRM)

Sales Cloud provides an integrated view of your Customer Data from multiple sources including Salesforce, Salesforce1 Mobile, Email, Marketing Automation (Marketing Cloud), Service Cloud and Desk.com. You can view all Customer related activities on your calendar. You can schedule appointments with your customers from within Sales Cloud and easily track fplow-up activities using the “My Activities” view in Sales Cloud. You can also search for Customers directly from My Activities with just one click. These are some important features of Salesforce – Odoo integration:

Salesforce – Odoo Integration. Marketing Cloud – Sales CRM Integration

Marketing Cloud integration with Salesforce allows you to send targeted email campaigns with relevant content to your leads and contacts based on their demographic information and past activities on your website and social media profiles. You can also automate your email campaigns using rules. These are some important features of Salesforce – Odoo integration:

Marketing Cloud – Sales CRM Integration. Service Cloud – Sales CRM Integration

Service Cloud integration with Salesforce allows you to manage customer incidents tickets directly from a contact record in Salesforce or a lead record in Salesforce. Service reps can respve customer problems without having to switch between tops. These are some important features of Salesforce – Odoo integration:

Service Cloud – Sales CRM Integration. Desk – Customer Relationship Management (CRM. Integration

Desk – Customer Relationship Management (CRM. integration with Salesforce gives you a single point of contact for all customer interactions across social channels, emails, phone calls, live chats and forums. Using Desk, you can initiate cases directly from a case Contact record in Salesforce. These are some important features of Salesforce – Odoo integration:

Desk – Customer Relationship Management (CRM. Integration. Social Studio – Marketing Automation (MA. Integration

Social Studio integration with Marketing Automation (MA. allows you to post to Facebook Pages and Profiles from within Social Studio. You can also schedule Facebook posts from within Social Studio and monitor the effectiveness of your social media campaigns directly from within Marketing Automation (MA. These are some important features of Salesforce – Odoo integration:

Social Studio – Marketing Automation (MA. Integration. Analytics – Customer Relationship Management (CRM. Integration

Analytics integration with Salesforce shows aggregated views of key business metrics such as sales performance, leads generated, accounts won/lost/retained over time and pipeline performance across various departments in your organization. These are some important features of Salesforce – Odoo integration:

The process to integrate Salesforce and Odoo CRM 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.