Odoo - Salesforce Integration
Sync customer data without manual entry with Odoo and Salesforce integration. Prominent solution for your CRM, Sales & Marketing.
Benefit more with Salesforce and Odoo Integration
If you’re using Odoo and looking for a more specialized sales and customer success platform, Salesforce has you covered.
- Salesforce offers "customer 360" suite of sales and marketing products to maximize your lead generation and close more deals.
- You can benefit from Salesforce for amazing customer service and communication while using Odoo for better sales process and product management, making smarter decision accross departments.
If you’re using Odoo and looking for a more specialized marketing, sales, and customer service platform, HubSpot has you covered.
- HubSpot offers built-in and advanced tools to maximize your marketing and sales processes.
- You can benefit from HubSpot for digital marketing and lead generation while using Odoo for better pipeline management and department decision-making.
Are you looking for an all-in-one software instead?
Odoo also offers a full-integrated suite of CRM, Sales, and Marketing tools.
Odoo Salesforce Integration Features
The two-way integration brings you effortless customer data management and a focus on relationship growth.
Import operations
Import or update price lists, products, tasks, events, contracts, quotes, opportunities, and more from Salesforce to Odoo and vice versa.
Export operations
Export or update customers’ contacts, product information, sales orders, quotes, opportunities, and leads from Odoo to Salesforce and vice versa.
Real-time data control & synchronization
Businesses can easily synchronize data between Odoo and Salesforce. The integration ensures the seamless data flows while minimizing errors, and aid informed decision-making.
Workflow scheduling & automation
Focus less on repetitive administrative tasks by triggering actions and scheduling. Now, your new product details in Odoo can be automatically updated in Salesforce. So do other sales processes.
Improved analytics & reporting
Build dynamic dashboards, reports, and analytics for better sales performance from one centralized database. The powerful integration of Odoo with BI tools brings even more benefits for making wiser decisions and mitigating risks.
Custom field mapping
Salesforce and Odoo integration allows the field mapping customization to meet your specific business needs. You can set up custom field mappings, schedules, and filters for data sync.
Contact Portcities
✓ Get answers about our services and Odoo ERP software.
✓ Explore how Odoo can help with your business needs.
✓ Go with the right Odoo solutions for your business growth!
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Frequently Asked Questions (FAQ)
There are 2 common ways to set up Odoo Salesforce integration:
- Install with Connector App. You can find various apps offered in Odoo app store
- Install with 3rd-party tools like Zapier
Absolutely! Odoo Salesforce integration works well with Odoo Enterprise and Odoo Community. Please note that Odoo Online (Cloud) does not allow third-party integration, so you won’t be able to use the integration if your Odoo system is hosted on it.
It all depends on how complex your integration requirements are. If there are custom integrations that are outside the pre-built integrations' extent, you might need expert support. Working with an Odoo/Salesforce solution provider or developer would be best.