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WordPress + Odoo CRM Integrations

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

About WordPress

WordPress is software that you use to create stunning websites or blogs. With WordPress, you can create a beautiful website, blog, or app without any technical knowledge. You simply add and arrange content and features using WordPress' stylish & intuitive interface.

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
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Best WordPress and Odoo CRM Integrations

  • WordPress DocuSign

    WordPress + DocuSign

    Send envelope from template in DocuSign when a post is published on WordPress Read More...
    When this happens...
    WordPress New Post
     
    Then do this...
    DocuSign Send Envelope
    Get your blog post signed easily and securely without any hassle by connecting your WordPress account with DocuSign. After setting this integration up, whenever a post is published on WordPress, Appy Pie Connect sends an envelope from a template in DocuSign to the contacts of your choice. No coding skills required, follow our simple instructions and set up this integration in minutes.
    How this DocuSign – WordPress integration Works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends an envelope from a template in DocuSign to the contacts of your choice
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • WordPress Microsoft Teams

    WordPress + Microsoft Teams

    Send messages to a channel in MS Teams for WordPress Posts Read More...
    When this happens...
    WordPress New Post
     
    Then do this...
    Microsoft Teams Send Channel Messages
    The best way to keep your team in the loop is to bring all the updates where they spend the most of their time. Use this automation to share your WordPress posts with your team. After you set it up, whenever a post is published on WordPress, Appy Pie Connect will automatically send a message in your chosen MS Teams channel. This way, your team can track all your new WordPress posts in near real-time with no extra effort on your part.
    How this MS Teams - WordPress integration works
    • A post is published on WordPress
    • Appy Pie Connect automatically sends a message to a MS Teams Channel
    What is needed for this integration
    • A WordPress account
    • A Microsoft Teams account
  • WordPress WordPress

    DocuSign + WordPress

    Add a Signed Document from DocuSign to a WordPress Blog Read More...
    When this happens...
    WordPress Get Document
     
    Then do this...
    WordPress Create Post
    Now you don’t need to upload a signed document to your Blog post manually. Use this automation and we’ll automatically add that document to your blog post without any manual efforts from your end. After setting this integration up, whenever a document is signed in DocuSign, Appy Pie Connect will automatically add it to your blog post. Enjoy the benefits of workflow automation, set up this integration now!
    How this DocuSign – WordPress integration works
    • A new document is signed in DocuSign
    • Appy Pie Connect adds that document to a Blog Post
    What is needed for this integration
    • A DocuSign account
    • A WordPress account
  • WordPress WordPress

    Smartsheet + WordPress

    Create WordPress posts from new Smartsheet rows Read More...
    When this happens...
    WordPress New Row
     
    Then do this...
    WordPress Create Post
    Moving a piece of content from an idea to a live post on your site requires a lot of manual work. Use this Google Sheets - WordPress integration to cut down the manual steps. After setting this integration up, whenever a new row is added to a Google Sheets spreadsheet, Appy Pie Connect will automatically create a new post on WordPress, making your new content go live quickly. This integration will also improve your productivity by cutting down all the manual tasks involved in the process.
    How this Integration works
    • A new row is added to a Google Sheets spreadsheet
    • Appy Pie Connect automatically creates a new WordPress post
    What is needed for this integration
    • A Google account
    • A WordPress account
  • WordPress WordPress

    Gmail + WordPress

    Add a post in your WordPress site from a new Gmail email [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    WordPress New Email
     
    Then do this...
    WordPress Create Post

    To add new content on your WordPress site, you have to spend a lot of time and effort. Now you can automate this task by using this Gmail-WordPress integration from Appy Pie Connect. Once you set up this integration, Appy Pie Connect will automatically add a post to your WordPress site as soon as a new email is received on Gmail. This will help you avoid manual errors and ensures consistency and integrity.

    How this integration works
    • An email is received in your Gmail inbox
    • Appy Pie Connect automatically adds a new post to your WordPress site
    What You Need
    • A Gmail account
    • A Wordpress account
  • WordPress WordPress

    WordPress + {{item.triggerAppImage}}

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

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

    Triggers
  • New Comment

    Triggered when you add a new comment.

  • New Form Submission

    Triggers when form submission is submitted.

  • New Post

    Triggered when you add a new post.

  • New User

    Triggered when a new user is added.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Post

    Create a new post, including the status allowing the creation of drafts.

  • Create User

    Create user including the status allowing the creation of drafts

  • Delete Custom Post Type

    Deletes a existing custom post type.

  • Delete User

    Deletes an existing user.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How WordPress & Odoo CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate WordPress 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 WordPress and Odoo CRM

Odoo CRM and WordPress Integration

WordPress is a free and open-source content management system (CMS. based on PHP and MySQL. It's a blogging platform, a website creation tool, a fully-featured content management system, and so much more. It's used by millions of people worldwide, and here, we'll discuss how you can use Odoo CRM together with WordPress to create a complete customer relationship management system (CRM. A lot of individuals and companies use WordPress as their blogging platform or for creating their websites. And because of its vast amount of features, many individuals and businesses install a number of plugins to extend the functionality of their WordPress installation. A plugin is a piece of software that adds additional features to your WordPress installation, such as customizing your blog's functionality and appearance, adding new features, or integrating third-party services. Plugins are usually developed by third-party developers, and there are tens of thousands of different plugins available for you to install and use on your blog or website. Adding plugins is easy, and there are two ways you can do it. You can either go to the official WordPress Plugin Repository and search for a specific plugin by its name, or you can use one of the many plugins that allow you to search for new plugins automatically. There are many different plugins available, and below are just some of the ones that you could potentially use to enhance your Odoo CRM implementation. Some of them are free, and some of them require payment.

Requirements

The following is a list of requirements that you will need for this integration.

  • An Odoo Professional instance.
  • A running WordPress blog or website.
  • A valid Odoo Professional license (or a developer license.
  • A valid WordPress license (or a developer license.
  • The Odoo connector module for WordPress (optional.
  • A valid Odoo Professional subscription (or a developer subscription.
  • A valid WordPress subscription (or a developer subscription.
  • A valid Odoo Professional user (or a developer user.
  • A valid WordPress user (or a developer user.
  • An Odoo CRM server.

Integration

The following is a step-by-step guide on how to integrate Odoo CRM with WordPress.

1. The first thing you will need to do is download and install the Odoo connector module for WordPress. 2. This is optional, but it will make the integration easier, and it will also provide additional features that you wouldn't be able to do without it. 3. Once you have downloaded and installed the connector module, you can proceed to install the plugin. 4. If you are using the search function, you should now be on the Plugins page, or if you are browsing for plugins manually, you should now be on your Plugins admin page. 5. The next step is to install the Odoo CRM for the WordPress plugin. 6. After you have installed the plugin, you should be taken to the Settings page. From there, click on Register an Odoo instance. 7. Next, you will need to enter some details about your Odoo instance. These include the following: a. First Name b. Last Name c. Email Address d. Odoo Server URL e. Odoo API Port f. Odoo Authentication Token g. Odoo instance username h. Odoo instance password i. Odoo instance 8. Once you have entered all of your details, click on the Register Odoo instance. 9. Once you click on the Register Odoo instance, you should be redirected to a page that looks like the image below.

  • From there, you can return to the plugin's Settings page, and from there, you can click on Add Odoo user to WordPress.
  • On the next page, you can enter the username and password for the Odoo user that you want to add to WordPress. Then click on Add.
  • Once you have added the Odoo user to WordPress, you will be taken to the WordPress profile setup page.
  • From there, you can enter a first name, last name, username, email address, password, and blog title. Once you've done that, click on Save changes.
  • Congratulations! You have successfully integrated Odoo CRM with WordPress.

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Does this process seem a little too long and complicated? The DIY workflow automation platform lets you connect Odoo CRM and WordPress through meaningful integrations. The process starts with just a click on the button below!

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