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Zapier makes it easy to integrate Airtable with Odoo CRM - no code necessary. See how you can get setup in minutes.

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Airtable
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Airtable
1. Choose trigger event
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Odoo CRM
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Odoo CRM
2. Choose action
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1. Select the event
Setup
Test
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Airtable
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Record" from Airtable.

Add your action

An action happens after the trigger—such as "Create Lead" in Odoo CRM.

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Zapier seamlessly connects Airtable and Odoo CRM, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Airtable + Odoo CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Odoo CRM

How can I start integrating Airtable with Odoo CRM?

To start integrating Airtable with Odoo CRM, you first need to create an account on our platform. Once registered, you can create a new zap where you set Airtable as the trigger application and Odoo CRM as the action application. Then, specify the events that will initiate the automation, such as 'New Record' in Airtable triggering 'Create Lead' in Odoo CRM.

What triggers are available for Airtable in this integration?

When integrating with Airtable, you can use triggers such as 'New Record', 'Updated Record', or 'Record Matching View' to kickstart actions in Odoo CRM. These triggers allow you to automate the transfer of information to streamline your workflow.

What types of actions can be performed in Odoo CRM?

The integration allows for several actions within Odoo CRM. You can automate functions like 'Create Lead', 'Update Lead', and 'Create Opportunity'. These actions help maintain your sales pipeline efficiently by automatically recording information from Airtable.

Can I update existing entries in Odoo CRM using data from Airtable?

Yes, by setting up an appropriate zap, when a record is updated in Airtable, it can trigger an update action for a lead or opportunity within Odoo CRM. This ensures that changes in data are reflected across both platforms without manual intervention.

Is it possible to filter records when syncing between Airtable and Odoo CRM?

Absolutely! Our platform offers filtering options that let you set conditions under which records are transferred between Airtable and Odoo CRM. For instance, only sync records marked as 'Priority' or those created after a certain date.

How secure is the data being transferred between these two applications?

We prioritize data security and ensure that all transfers between Airtable and Odoo CRM are encrypted using industry-standard protocols. Additionally, no sensitive information is stored on our servers beyond what is necessary for operational purposes.

Can I set up real-time updates between Airtable and Odoo CRM?

While our platform allows near real-time updates by frequently checking for changes in both systems, there might be slight delays due to API call limits or data processing times determined by each application's policies.

Practical ways you can use Airtable and Odoo CRM

Track new Airtable records in Odoo CRM as leads

Equip your sales efforts with full context in Odoo CRM. Zapier triggers the creation of a new lead in Odoo CRM for every new record in a designated Airtable table, ensuring leads are consistently tracked and organized across systems.

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Sync new Odoo CRM leads to Airtable project tracker

Ensure leads don’t get lost in the process. When a new lead is created in Odoo CRM, Zapier automatically adds it as a record to your project tracker in Airtable. This keeps everything centralized and helps with task prioritization.

Project Management

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.

    • Base
      Required
    • Table
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Help Text
    • Primary lookup field
      Required
    • Secondary lookup field
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Help Text
    • Base
      Required
    • Table
      Required
    • Last modified time column
      Required
    • Limit to View
    • Include attachment content
    Trigger
    Polling
    Try It
    • CacheCopy
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write

Learn how to automate Airtable on the Zapier blog

Learn how to automate Odoo CRM on the Zapier blog

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About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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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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