Integrate Odoo ERP Self Hosted with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as purchases or support ticket resolutions, sync customer profiles between Odoo CRM and Retently to maintain up-to-date customer information, and utilize feedback scores to enhance customer service and business processes.

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About Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform offering various apps for business management, including CRM, eCommerce, accounting, and project management. This integration works with all Odoo ERP's products for self-hosted instances.

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Odoo ERP Self Hosted to Retently

1

New Database

Triggers when you add a new database.
2

New Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
3

New Note

Triggers when you add a new Note. You will need to have the Note module installed.
4

New Record

Triggers when a new record is added in a model (choose any model you have installed).
5

New Calendar Todo

Triggers when you add a new Calendar Todo. You will need to have the Calendar module installed.
6

New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
7

New Module

Triggers when you add a new model.
8

New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.
9

New Project Task

Triggers when you add a new Project Task. You will need to have the Project module installed.
10

New User

Triggers when you add a new User. You will need to have the Users module installed.
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Retently to Odoo ERP Self Hosted

1

Create Calendar Event

Creates a new Calendar Event.
2

Create Note

Creates a new Note.
3

Create Record

Creates a new record in a model of your choice.
4

Create Calendar Todo

Creates a new Calendar Todo.
5

Create Lead/Opportunity

Creates a new Lead/Opportunity.
6

Create Product

Creates a new Product.
7

Create Project Task

Creates a new Project Task.
8

Create User

Creates a new User.

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