Odoo Monday Connector

by
Odoo

199.00

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 3336
Technical Name odoo_monday_connect
Versions 17.0 15.0 16.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 3336
Technical Name odoo_monday_connect
Versions 17.0 15.0 16.0

Odoo Monday Connector

Connecting Monday CRM Solution with Your Odoo!

Odoo Multi-CRM Monday Solution allows you to amalgamate the Monday CRM solution with your Odoo. The module facilitates you to easily import or export data from Monday to Odoo without any hassle.

Information

user-guide
User Guide
https://webkul.com/blog/?s=odoo
When you run a business, you need to look into several aspects to make sure that it reaches height. Customer Relationship Management is one of the most crucial parts of a business. Healthier relationship with your customer is directly related to enhanced profit of your business.

Why Do You Need an Effective CRM Solution?

  • Enhanced customer service
  • Improved sales
  • Enhanced customer retention
  • Detailed analytics
  • Higher productivity and efficiency
  • More accurate sales forecasting
  • Monday is a leading Cloud CRM solution; it offers 99% User Satisfaction. It is an open API system, which means that developers can build custom connections, and connect it with any third party application. On the other hand, Odoo, a single solution for all your business related problems; it is widely known for its backend functionalities. Whether you want to manage products, orders, inventory, accounting, or CRM; Odoo can do it all perfectly!

    Presenting Odoo Multi-CRM Monday Solution for you!

    Odoo Multi-CRM Monday Solution helps you to connect Monday customer relationship management solutions to your Odoo. Which means, you can manage complete Monday CRM data like company, contact, product, user, deal/lead, etc. from the CRM solutions you use and still you can manage all backend settings in a centralized way from Odoo.

    How Odoo Multi-CRM Monday Solution Helps Your Business?

    Feeds to Store Data in Simplified Manner
    Mapping Model for Different objects such as company, contact, product, user, and deal/lead, There are multiple relational fields in an Odoo form which makes it a little complex structure; especially while importing data from other platforms. Hence, to avoid the complication; Feeds are used in Odoo Multi-CRM Solution.
    Importing/Exporting Data in Odoo
    You can easily import company, contact, product, user, and deal/lead, from your CRM solution to Odoo. Moreover, you can also Export company, contact, product, user and deal/lead from Odoo to your Monday CRM. You can also schedule Import functions via cron for company, contact, product, user, and deal/lead.

    Refurbished Dynamic Dashboard

  • Introduced a dynamic dashboard to track the data of all the connected channels to your Odoo.
  • Import/Export the data of any Monday CRM directly from the dashboard.
  • Well-designed Donut chart and the line graph to analyse the data.
  • The dashboard also offers clickable tabs and data cards.
  • Detailed Features List

    Below is the list of features Odoo Monday Connector.

    Connect Multiple Channels to Single Odoo

    • Connect your Odoo with as many Monday CRM solutions you want

    Cron to Schedule the Functions

    • Cron runs to evaluate the feeds in the scheduled time.
    • After a scheduled time, cron automatically deletes the synchronization history.

    Simplified Import Function

    • Common Import Button for all Channels.
    • All you need to do is select the Monday Channel Id and Object(you want to import)

    Streamlined Export Function from All the Channels

    • Common Export Button for all Channels
    • Select the Monday Channel Id and Object(you want to export)

    Centralised Location to Store Data in Simplified Form

    • Introduced Feeds to Store Data in Text Form.
    • Feeds get automatically deleted once the related record is created in odoo.

    Donut Chart to Analyze the data of all Channels

    • Dropdown to select the Data Type.
    • Track the data of all channels from the chart.

    Line Graph to Analyze the data of All Channels

    • Dropdown to select the data type.
    • Select the time period to show data(weekly or monthly).
    • Track the data of all channels from the Line Graph.

    Clickable Data Cards for the Details of the Channels

    • Channel Data Cards directs you to the dashboard of the Monday
    • The tabs are clickable and directs you to the respective mapping.

    Quick View to the Enhanced Dashboard

    Track the data via the Data Cards, Charts
    screenshot
    screenshot

    Connection Specific Configurations

    Configure the connection
    screenshot

    Data Transmission Operations

    Perform import/export operation
    screenshot
    screenshot

    Mappings

    screenshot
    screenshot

    Help and Support

    Get Immediate support for any of your query

    You will get 90 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.

    mail

    Write a mail to us:

    support@webkul.com

    Any queries or want any extra features? Just drop a mail to our support.

    support-icon

    Get in touch with our Expert:

    https://webkul.uvdesk.com/en/customer/create-ticket/

    Have any technical queries, want extra features, or anything else? Our team is here to answer all your questions. Just Raise A Support Ticket.

    Please log in to comment on this module

    • The author can leave a single reply to each comment.
    • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
    • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.