Integrate Clientify with Odoo

Synchronize the following Clientify and Odoo modules:

• Contacts
• Companies
• Products

Do you already have Clientify, but need other features that it can’t offer? Do you have separate Clientify and Odoo accounts and would like to synchronize them? This integration is the solution.

The integration of Clientify with Odoo allows you to connect these two systems, making everything simpler, avoiding data duplication, and ensuring that both tools are always up to date.

But let’s start at the beginning. What are Clientify and Odoo? We’ll explain it right here.

Clientify: Marketing tool

Clientify is a marketing tool for managing customer relationships. One of Clientify’s features is contact management, as it allows you to import contacts from social media and then interact with them within the tool, such as creating tasks, scheduling meetings, etc.

It is important for businesses to capture sales opportunities, and Clientify allows you to carry out a complete sales process with customers, checking whether or not the sale was closed or who was involved.

Odoo: Management Software

Odoo is open-source business management software that covers a wide range of business operations, including CRM (Customer Relationship Management), ERP (Enterprise Resource Planning), sales, project management, manufacturing, inventory management, accounting, and much more. All of this allows for complete management of your company, saving time and increasing the productivity of your resources.

This system stands out for being open source, which means that its source code is accessible and customizable. It is used by companies of various sizes and sectors to optimize their processes, improve productivity, and make informed decisions thanks to data centralization and report generation.

Using Odoo helps companies automate processes, improve efficiency, and make informed decisions by centralizing the management of various functions on a single platform.

How do I activate the integration?

To activate Clientify’s integration with Odoo, you must request authentication details (username, password, API key, etc.) from Clientify. Once you have done so, you must access the settings, enter the data provided by Clientify, verify the connection and data synchronization, and once configured, reservations and data will be automatically synchronized between both platforms.

Please don’t hesitate to contact us if you have any questions! We will be happy to answer them.