| Versions | 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1162 |
| Technical Name |
ts_sendgrid_sync_2_0 |
| License | OPL-1 |
| Website | https://nians.com/odoo |
| Versions | 19.0 |
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 leads 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 lead 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 lead 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 leads 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
Add Contact Details in the Contacts Menu
Go to the Contacts menu and create a new contact or open an existing one.
Fill in all the required details such as : Name, Email, Phone Number, Company, etc.
Follow these steps to Send leads in sendgrid.
Validate Your Email Address
Before initiating the sync process, ensure that your email address (used in Odoo) is properly verified.
Email validation is necessary to securely connect with SendGrid
If your email is not validated, the system will show an error, and the sync process will not proceed.
Add a New Connection
This is where you will set up the connection between Odoo and your SendGrid account.
A form will appear where you need to enter your details. Connection Name- enter any name you prefer and API key
Follow Steps to Generate Your SendGrid API Key
https://www.twilio.com/docs/sendgrid/ui/account-and-settings/api-keys#creating-an-api-key
Map Fields Properly
Map each Odoo field to the appropriate SendGrid field.
Click on “Sync All”
Once your connection, filters, and field mapping are set, click Sync All.
Verify Your Sync data
After exporting your contacts from Odoo, you can log in to your SendGrid account to verify
the synced data.
Once logged in, go to the Marketing section on the sidebar. Inside Marketing,
click
on Contacts
to view the list of contacts synced through Odoo.
In the Contacts section, you will find the email synced from Odoo.
Click on it to see all the details you exported, such as name, email, phone, and other mapped fields.
Create Custom Fields in SendGrid
To create your own custom fields, go to your SendGrid account and open the Marketing
menu
click on Custom Fields and click on New Custom Field button to create a new custom
field.
Create a new one by entering the field name and selecting its type
such as Text, Number, Date, and more. Once saved, your custom field will be created
successfully.
The newly created field will be visible in your SendGrid account under the custom fields section
Download Custom Fields in Odoo
After creating a custom field in SendGrid, go back to your Odoo SendGrid module. Open the Connections menu under the Configuration section and click on your contact you created earlier.
Click the Download Sendgrid Fields button to fetch the newly created custom field from SendGrid into Odoo.
After downloading the SendGrid fields, go to the Fields menu under the Configuration section. Here you can view the complete list of all fields, including the custom field you created in SendGrid, which will also be listed as shown below.
You can also filter out Reserved and Custom fields using the filter options available at the top of the screen.
Steps to Download Contacts from SendGrid in Odoo
Log in to your SendGrid account and go to Marketing → Contacts from the left
sidebar.
Click Add Contacts and select Add Manually.
Fill in the contact details and click Add Contacts.
The contact will be added to the SendGrid contacts list
Download SendGrid Contacts into Odoo
Open your SendGrid module in Odoo and go to the Configuration → Connections section. Choose your connection from the list.
Open the contact profile and click the Download SendGrid Contacts button. The contacts will start downloading into Odoo.
Once the download process is complete, a notification will appear confirming that the SendGrid contacts have been successfully downloaded.
After the download is complete, go to Contacts from the menu.
You will find all the synced contacts listed there,
each with a unique SendGrid
ID.
SendGrid ID
Each contact has a unique SendGrid ID that is automatically generated and kept up to date for future synchronization.
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.
Related Apps
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1162 |
| Technical Name |
ts_sendgrid_sync_2_0 |
| License | OPL-1 |
| Website | https://nians.com/odoo |
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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