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Book An AppointmentTriggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when you update a Customer.
Triggers each time when a new message in a conversation is received.
Create a appointment.
Creates a customer.
Create a invoice.
Create a new Lead/Opportunity.
Updates a customer.
Create or update a contact.
Updates an existing contact.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers when you update a Customer.
Triggers each time when a new message in a conversation is received.
Create a appointment.
Creates a customer.
Create a invoice.
Create a new Lead/Opportunity.
Updates a customer.
Create or update a contact.
Updates an existing contact.
Choose Odoo CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Drift as the action app from the list.
Connect your Drift account & authenticate it.
Select the data you want to send from Odoo CRM to Drift & your AI Agent is ready!
New Lead/Opportunity
Create or Update Contact From External
New Lead/Opportunity
Update Known Contact
New Customer
Create or Update Contact From External
New Customer
Update Known Contact
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.
Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.
The integration between Odoo CRM and Drift 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:
While assessing the security of integrating Odoo CRM with Drift, 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 Odoo CRM-Drift integration:
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