Agile CRM Odoo ERP Self Hosted Integration using AI Agents
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Simplify Agile CRM Odoo ERP Self Hosted Integration with seamless setup
Easily set up Agile CRM Odoo ERP Self Hosted Integration without coding. Start automating your workflows and Integrate Agile CRM with Odoo ERP Self Hosted today.
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
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Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
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New Contact
Triggers when a new contact is added.
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New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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New Expense
Triggers when you add a new expense. You will need to have the Expense module installed.
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New Invoice
Triggers when you add a new invoice. You will need to have the Invoice module installed.
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New or Updated Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New Ticket
Triggers when you add a new ticket.You need to install the helpdesk module.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Update Product
Triggers when you add a update Product. You will need to have the ECommerce module installed.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
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Create Blog Post
Create a blog post
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Create Invoice
Create a new Invoice.
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
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Update Ticket
Update a existing Ticket
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Changed Deal Milestone
Triggers when a Deal reaches a specific milestone.
-
Changing Any Deal Milestone
Triggers when changes are made in any deal milestone.
-
New Contact
Triggers when a new contact is added.
-
New Deal
Triggers when a new Deal is added.
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New Event
Triggers when a new event is created.
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New Tag to Contact
Triggers whenever a tag is added to contact in AgileCRM.
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New Task
Triggers whenever a new task is added.
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New Ticket
Triggers upon an addition of a new ticket in Agile CRM.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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New Expense
Triggers when you add a new expense. You will need to have the Expense module installed.
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New Invoice
Triggers when you add a new invoice. You will need to have the Invoice module installed.
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New or Updated Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New Ticket
Triggers when you add a new ticket.You need to install the helpdesk module.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Update Product
Triggers when you add a update Product. You will need to have the ECommerce module installed.
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Add Event
Create an event in Agile CRM.
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Add Note
Add a note to a specific contact.
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Add Score to Contact
Add Score to a Contact in the Agile CRM.
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Add Tag to Contact
Add Tag to a Contact.
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Add to Campaign
Subscribe to a Campaign.
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Create Company
Create a New Company.
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Create Contact
Creates a New Contact.
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Create Deal
Add a deal in the Agile CRM.
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Create Task
Create a Task for the Contact.
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Create Ticket
Generates Ticket in the Agile CRM.
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Create or Update Contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
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Update Company
Update a Company.
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Create Blog Post
Create a blog post
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Create Invoice
Create a new Invoice.
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
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Update Ticket
Update a existing Ticket
How Agile CRM and Odoo ERP Self Hosted Integrations Work
Follow the steps below to start setting up your Agile CRM integrations using Appy Pie Automate: using Appy Pie Automate:
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![Steps]()
Step 1: Select Trigger
Choose Agile CRM as the trigger app, select event, authenticate & successfully Test
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![Steps]()
Step 2: Select Action
After completing the trigger test, select Odoo ERP Self Hosted as the action app from the list.
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![Steps]()
Step 3: Authenticate
Connect your Odoo ERP Self Hosted account & authenticate it.
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![Steps]()
Step 4: Setup & Test
Select the data you want to send from Agile CRM to Odoo ERP Self Hosted & your AI Agent is ready!
Popular Templates for Agile CRM and Odoo ERP Self Hosted Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Note to Odoo ERP Self Hosted from New Ticket in Agile CRM
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When this happens:
New Ticket
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Ticket in Agile CRM
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When this happens:
New Ticket
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Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Ticket in Agile CRM
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When this happens:
New Ticket
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Contact in Agile CRM
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When this happens:
New Contact
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Contact in Agile CRM
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When this happens:
New Contact
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Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Contact in Agile CRM
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When this happens:
New Contact
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Event in Agile CRM
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When this happens:
New Event
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Event in Agile CRM
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When this happens:
New Event
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Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Event in Agile CRM
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When this happens:
New Event
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Tag to Contact in Agile CRM
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When this happens:
New Tag to Contact
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Tag to Contact in Agile CRM
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When this happens:
New Tag to Contact
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Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Tag to Contact in Agile CRM
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When this happens:
New Tag to Contact
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Task in Agile CRM
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When this happens:
New Task
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Task in Agile CRM
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When this happens:
New Task
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Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Task in Agile CRM
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When this happens:
New Task
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Deal in Agile CRM
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When this happens:
New Deal
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Deal in Agile CRM
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When this happens:
New Deal
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Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Deal in Agile CRM
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When this happens:
New Deal
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Then do this:
Create Blog Post
Create Note from Odoo ERP Self Hosted from Changing Any Deal Milestone to Agile CRM
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When this happens:
Changing Any Deal Milestone
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Then do this:
Create Note
Create Project Task from Odoo ERP Self Hosted from Changing Any Deal Milestone to Agile CRM
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When this happens:
Changing Any Deal Milestone
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Then do this:
Create Project Task
Create Blog Post from Odoo ERP Self Hosted from Changing Any Deal Milestone to Agile CRM
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When this happens:
Changing Any Deal Milestone
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Then do this:
Create Blog Post
Create Note from Odoo ERP Self Hosted from Changed Deal Milestone to Agile CRM
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When this happens:
Changed Deal Milestone
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Then do this:
Create Note
Create Project Task from Odoo ERP Self Hosted from Changed Deal Milestone to Agile CRM
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When this happens:
Changed Deal Milestone
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Then do this:
Create Project Task
Create Blog Post from Odoo ERP Self Hosted from Changed Deal Milestone to Agile CRM
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When this happens:
Changed Deal Milestone
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Then do this:
Create Blog Post
Update Ticket in Odoo ERP Self Hosted when Changed Deal Milestone is added to Agile CRM
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When this happens:
Changed Deal Milestone
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when Changing Any Deal Milestone is added to Agile CRM
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When this happens:
Changing Any Deal Milestone
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Contact is created in Agile CRM
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When this happens:
New Contact
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Deal is created in Agile CRM
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When this happens:
New Deal
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Event is created in Agile CRM
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When this happens:
New Event
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Tag to Contact is created in Agile CRM
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When this happens:
New Tag to Contact
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Task is created in Agile CRM
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When this happens:
New Task
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Ticket is created in Agile CRM
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When this happens:
New Ticket
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Then do this:
Update Ticket
Streamline Your Workflow with Appy Pie Automation
Odoo ERP Self Hosted Alternatives
Looking for the Odoo ERP Self Hosted Alternatives? Here is the list of top Odoo ERP Self Hosted Alternatives
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![Odoo CRM Integration]()
Odoo CRM
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![Microsoft Dynamics 365 Business Central Integration]()
Microsoft Dynamics 365 Business Central
Frequently Asked Questions
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Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.
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Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
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The integration between Agile CRM and Odoo ERP Self Hosted is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Agile CRM and Odoo ERP Self Hosted. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Agile CRM with Odoo ERP Self Hosted, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Agile CRM-Odoo ERP Self Hosted integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Agile CRM and Odoo ERP Self Hosted integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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