{"id":10147,"date":"2023-07-08T00:28:33","date_gmt":"2023-07-07T22:28:33","guid":{"rendered":"https:\/\/close.technology\/plugins\/integrate-clientify-with-odoo\/"},"modified":"2026-02-03T10:06:49","modified_gmt":"2026-02-03T09:06:49","slug":"integrate-clientify-with-odoo","status":"publish","type":"product","link":"https:\/\/close.technology\/en\/plugins\/integrate-clientify-with-odoo\/","title":{"rendered":"Integrate Clientify with Odoo"},"content":{"rendered":"\n<p>Synchronize the following Clientify and Odoo modules:<\/p>\n\n<ul class=\"wp-block-list\">\n<li>Contacts<\/li>\n\n\n\n<li>Companies<\/li>\n\n\n\n<li>Products<\/li>\n<\/ul>\n\n<p>Do you already have Clientify, but need other features that it can&#8217;t offer? Do you have separate Clientify and Odoo accounts and would like to synchronize them? This integration is the solution.<\/p>\n\n<p>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.<\/p>\n\n<figure class=\"wp-block-embed is-type-video is-provider-vimeo wp-block-embed-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\">\r\n<div class=\"wp-block-embed__wrapper\">\r\n<iframe loading=\"lazy\" title=\"C\u00f3mo integrar Odoo a Clientify\" src=\"https:\/\/player.vimeo.com\/video\/933716484?dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\r\n<\/div>\r\n<\/figure>\r\n\n<p>But let&#8217;s start at the beginning. What are Clientify and Odoo? We&#8217;ll explain it right here.<\/p>\n\n<div style=\"height:19px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<h2 class=\"wp-block-heading\">Clientify: Marketing tool<\/h2>\n\n<p><a href=\"https:\/\/clientify.com\/en\/home\" target=\"_blank\" rel=\"noopener\">Clientify<\/a> is a <strong>marketing tool for managing customer relationships<\/strong>. One of Clientify&#8217;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.<\/p>\n\n<div class=\"wp-block-media-text is-stacked-on-mobile\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"383\" src=\"https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms.png\" alt=\"Clientify Logo Clientify Integration Fnsrooms\" class=\"wp-image-5646 size-full\" srcset=\"https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms.png 1024w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms-300x112.png 300w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms-768x287.png 768w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms-450x168.png 450w, https:\/\/close.technology\/wp-content\/uploads\/2024\/01\/logo-clientify-integracion-clientify-fnsrooms-600x224.png 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<p>Clientify also offers email marketing features, automation, landing pages, contact forms, social media, and sales tools.<\/p>\n<\/div><\/div>\n\n<p>It is important for businesses to <strong>capture sales opportunities<\/strong>, 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.<\/p>\n\n<h2 class=\"wp-block-heading\">Odoo: Management Software<\/h2>\n\n<p><a href=\"https:\/\/www.odoo.com\/\" target=\"_blank\" rel=\"noopener\">Odoo<\/a> 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 <strong>allows for complete management of your company, saving time and increasing the productivity of your resources<\/strong>.<\/p>\n\n<p>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 <strong>optimize their processes, improve productivity, and make informed decisions<\/strong> thanks to data centralization and report generation.<\/p>\n\n<div class=\"wp-block-media-text is-stacked-on-mobile is-vertically-aligned-center\"><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"621\" height=\"196\" src=\"https:\/\/close.technology\/wp-content\/uploads\/2023\/07\/odoo_logo.png\" alt=\"Odoo Logo\" class=\"wp-image-5651 size-full\" srcset=\"https:\/\/close.technology\/wp-content\/uploads\/2023\/07\/odoo_logo.png 621w, https:\/\/close.technology\/wp-content\/uploads\/2023\/07\/odoo_logo-300x95.png 300w, https:\/\/close.technology\/wp-content\/uploads\/2023\/07\/odoo_logo-450x142.png 450w, https:\/\/close.technology\/wp-content\/uploads\/2023\/07\/odoo_logo-600x189.png 600w\" sizes=\"(max-width: 621px) 100vw, 621px\" \/><\/figure><div class=\"wp-block-media-text__content\">\n<ul class=\"wp-block-list\">\n<li>Purchasing management<\/li>\n\n\n\n<li>Sales management\u200b<\/li>\n\n\n\n<li>Accounting<\/li>\n\n\n\n<li>Inventory<\/li>\n\n\n\n<li>Projects<\/li>\n<\/ul>\n<\/div><\/div>\n\n<p>Using Odoo helps companies automate processes, improve efficiency, and make informed decisions by centralizing the management of various functions on a single platform.<\/p>\n\n<h2 class=\"wp-block-heading\">How do I activate the integration?<\/h2>\n\n<p>To activate Clientify&#8217;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, <strong>reservations and data will be automatically synchronized between both platforms<\/strong>.<\/p>\n\n<p>Please don&#8217;t hesitate to <a href=\"https:\/\/close.technology\/en\/contact\/\"> contact us <\/a>if you have any questions! We will be happy to answer them.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Integrate your Odoo ERP with Clientify.<\/p>\n","protected":false},"featured_media":10146,"comment_status":"open","ping_status":"closed","template":"","meta":{"inline_featured_image":false},"product_brand":[],"product_cat":[140],"product_tag":[],"class_list":{"0":"post-10147","1":"product","2":"type-product","3":"status-publish","4":"has-post-thumbnail","6":"product_cat-botcamp","7":"sales-flash-overlay","8":"woocommerce-text-align-center","9":"woocommerce-image-align-center","10":"do-quantity-buttons","12":"first","13":"instock","14":"virtual","15":"taxable","16":"purchasable","17":"product-type-subscription"},"_links":{"self":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product\/10147","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product"}],"about":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/types\/product"}],"replies":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/comments?post=10147"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media\/10146"}],"wp:attachment":[{"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/media?parent=10147"}],"wp:term":[{"taxonomy":"product_brand","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_brand?post=10147"},{"taxonomy":"product_cat","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_cat?post=10147"},{"taxonomy":"product_tag","embeddable":true,"href":"https:\/\/close.technology\/en\/wp-json\/wp\/v2\/product_tag?post=10147"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}