| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Recruitment (hr_recruitment) • Calendar (calendar) • Discuss (mail) • Employees (hr) |
| Community Apps Dependencies | Show |
| Lines of code | 1273 |
| Technical Name |
ts_sendgrid_applicant |
| License | LGPL-3 |
| 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) |
| Community Apps Dependencies | Show |
| Lines of code | 1273 |
| Technical Name |
ts_sendgrid_applicant |
| License | LGPL-3 |
| Website | https://technians.com/odoo |
| Versions | 16.0 17.0 |
Community
Enterprise
SendGrid Sync Applicants
This module allows you to sync Applicants from odoo to Sendgrid via user defined Mapping of fields.You can sync the applicants 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 applicant 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 applicant 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 Applicants 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 Applicant is not synced with SendGrid."
Configurations
Configure Sendgrid API Key
To enable syncing applicants 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 applicants when they are created or deleted, and a gentle reminder will be displayed.
Set Applicants Limit to sync at a time
You can also set the limit for the maximum number of Applicants 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 Applicant 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 Applicant to SendGrid
Once you've selected the leads you want to export, open the Action dropdown on this page and choose the "Export Applicants to SendGrid" option.
After exporting, the wizard will gently present this screen to you, which will highlight the syncing of SendGrid fields.
Exporting Individual Applicant
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 applicants 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 17.0
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Got questions or need help? Get in touch.
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