| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Recruitment (hr_recruitment) • Calendar (calendar) • Discuss (mail) • Employees (hr) |
| Lines of code | 660 |
| Technical Name |
ts_sendgrid_sync |
| License | OPL-1 |
| Website | https://technians.com/odoo |
| Versions | 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Recruitment (hr_recruitment) • Calendar (calendar) • Discuss (mail) • Employees (hr) |
| Lines of code | 660 |
| Technical Name |
ts_sendgrid_sync |
| License | OPL-1 |
| Website | https://technians.com/odoo |
| Versions | 16.0 17.0 |
Community
Enterprise
SendGrid Sync CRM
This module allows you to sync Leads from odoo to Sendgrid via user defined Mapping of fields.You can sync the records manually in Bulk and individually. You can also sync data automatically on creation. Once the record is synced it gets logged in the chatter.
Latest Features
This app allows you to sync Odoo leads to Sendgrid based on User defined field mapping.
This app lets you map Odoo fields to SendGrid fields, making it easy to send data to the appropriate fields.
On Single record you can sync data by clicking on sync button under the action dropdown.
Once a record is synced with sendgrid, the status is logged into the chatter of that record for tracking history.
You can create records in sendgrid from multiple sources including leads, applicants and contact. To differentiate applicants in such scenarios, this module creates a custom field “data type” so that you can easily filter and create segments properly.
You can set limit of leads to sync at a time while syncing in bulk from list view.
If a record isn't synced with SendGrid, a message will appear in the header saying, "This Lead is not synced with SendGrid."
Configurations
Configure Sendgrid API Key
To enable syncing leads from odoo to your sendgrid account, you need to set API Key in the Settings as shown below
Go to settings and click on sendgrid sync to set sendgrid API key.
Follow these steps to obtain API Key in sendgrid.
https://www.twilio.com/docs/sendgrid/ui/account-and-settings/api-keys#creating-an-api-key
Automatic Syncing on Creation
Once you enter the API key, you can choose to enable the option to sync leads when they are created or deleted, and a gentle reminder will be displayed.
Set Leads Limit to sync at a time
You can also set the limit for the maximum number of leads that can be sent at a time.
Data Type Field
This module creates a custom field “data type” so that you can easily filter and create segments properly.
A Custom field "Data_Type" is created in sendgrid as shown below
The Data Type field can be used to segment the Lead as shown below -
Map Odoo field with SendGrid
You can map the field here by selecting sendgrid fields against odoo fields. Once the mapping is done the data can be sent in the respective fields.
Here you have to Select the field that you want to map with SendGrid.
Export Lead to SendGrid
Once you've selected the leads you want to export, open the Action dropdown on this page and choose the "Export Leads to SendGrid" option.
After exporting, the wizard will gently present this screen to you, which will highlight the syncing of SendGrid fields.
Exporting Individual Lead
You can also export single records for the action dropdown on the single record screen as shown below.
Log sync status into Chatter
Once a record is synced with sendgrid, the status is logged into the chatter of that record
Search Filters
This module also adds filter in the search view so that you can easily filter the leads that have been exported to sendgrid and those are not.
Why Technians
We excel in crafting customized Odoo solutions to meet the unique needs of our clients. Our developers work closely with businesses to understand their requirements and develop modules, applications, and workflows that seamlessly integrate with the Odoo framework. Our team has the expertise to ensure a smooth and efficient integration process.We focus on enhancing functionality and optimizing performance. Our agency offers comprehensive training sessions and consultations to empower your team with the knowledge and skills needed to leverage Odoo's full potential.
Version 16.0
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Got questions or need help? Get in touch.
Related Apps
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.
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