$ 216.00
| Required Apps |
•
CRM (crm)
• Sales (sale_management) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Technical Name |
pragmatic_salesforce_connector
|
| License | OPL-1 |
| Technical Name |
pragmatic_salesforce_connector
|
| License | OPL-1 |
pragmatic-salesforce-connector
Odoo Salesforce Connector | Bi-Directional CRM & ERP Integration
Seamlessly integrate Odoo with Salesforce to enable bi-directional data synchronization. Manage contacts, products, sales orders, and more from a single, unified platform.
Odoo, Salesforce, CRM Integration, Odoo Connector, ERP Sync, Salesforce Integration, Data Synchronization, Pragmatic Salesforce Connector, Odoo ERP
Introduction
The Pragmatic Salesforce Connector for Odoo provides a powerful and seamless integration between the world's leading CRM platform and the comprehensive Odoo ERP system. This bi-directional connector is designed to synchronize your critical business data, including contacts, products, sales orders, and more, creating a single, unified source of truth for your sales and operations teams. By eliminating the need for manual data entry and reducing the risk of errors, this module enhances efficiency, improves data accuracy, and provides a holistic view of your customer lifecycle.
Key Features
Enable bi-directional synchronization of contacts and accounts between Odoo and Salesforce.
Sync products and price books to ensure consistent pricing across both platforms.
Import Salesforce opportunities and convert them into sales orders in Odoo.
Export sales orders and quotations from Odoo to Salesforce for a complete sales overview.
Synchronize leads between both systems to streamline your lead management process.
Manage and sync contracts, tasks, and events for a unified view of customer interactions.
Automate data transfer with scheduled actions or trigger manual synchronization as needed.
Maintain a clear history of all synchronization operations for easy tracking and auditing.
Benefits
Streamline your sales and operational workflows by eliminating data silos.
Improve data accuracy and reduce manual errors with automated synchronization.
Enhance collaboration between your sales and operations teams with a unified data source.
Gain a 360-degree view of your customers, from lead generation to after-sales service.
Increase sales productivity by automating the creation of sales orders from Salesforce opportunities.
Make more informed, data-driven decisions with consistent and up-to-date information.
Scale your business operations with a robust and reliable integration solution.
Compatibility & Technical Details
Required Modules: CRM (crm), Sales (sale_management), Calendar (calendar), Contacts (contacts), Discuss (mail), Invoicing (account)
License: OPL-1
Technical Name: pragmatic_salesforce_connector
Installation Steps:
Place the module folder into your Odoo addons directory.
Restart the Odoo server.
Navigate to the 'Apps' menu in your Odoo instance.
Click on 'Update Apps List'.
Search for the 'Pragmatic Salesforce Connector' module and click 'Install'.
Configure the connector with your Salesforce API credentials to establish the connection and begin data synchronization.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.