Connect Odoo CRM to Zoom and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Odoo CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Odoo CRM, a trigger could be "New Lead."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoom

An action is what takes place after the automation is triggered. For example, with Zoom, the action could be "Create Meeting."

An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

Connect Odoo CRM and Zoom to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Odoo CRM and Zoom to unlock the power of automation

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Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers on a new lead.
Trigger
Scheduled
Try It
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It

- Upcoming Meeting
- Email
  Required
- First Name
  Required
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Meeting_uuid
  Required
Action
Search

Create Lead
Creates a lead.
Action
Write
New Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Trigger
Instant
Try It
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Action
Write
- Upcoming Webinar
- Email
  Required
- First Name
  Required
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write

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About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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Related categories

CRM (Customer Relationship Management)

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About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn more Help

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