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

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.

Add your action

An action happens after the trigger—such as "Call Phone" in Twilio.

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Zapier seamlessly connects Odoo CRM and Twilio, 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

Make work flow with AI

Level up your Odoo CRM to Twilio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Odoo CRM + Twilio integrations

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

How does the integration between Odoo CRM and Twilio work?

The integration between Odoo CRM and Twilio allows you to automate communication by triggering actions in Twilio based on events in Odoo, such as sending an SMS when a new lead is created. This seamless interaction ensures timely communication without manual intervention.

Can I send automated messages through Twilio for specific triggers in Odoo CRM?

Yes, you can configure automated messages to be sent through Twilio for various triggers in Odoo CRM. For instance, you can set up a workflow to automatically send a thank you SMS when a deal reaches the 'won' stage.

What kind of customer interactions can be managed through this integration?

This integration allows you to manage several customer interactions, such as sending SMS notifications for meetings scheduled in Odoo or alerting sales reps about overdue tasks directly via text messages.

Is it possible to make voice calls using triggers from my Odoo CRM?

Yes, you can initiate voice calls through Twilio using triggers from your Odoo CRM. For example, setting up an automated call reminder for a follow-up with potential leads can enhance efficiency and ensure timely interaction.

How do I handle incoming responses from users contacted via Twilio?

Incoming responses from users like SMS replies can be monitored and handled within our system efficiently. Replies can trigger actions back into your Odoo CRM, such as creating or updating a contact record.

Do I need technical skills to set up this integration between Odoo CRM and Twilio?

You don't need extensive technical skills to set up this integration. Our platform provides user-friendly interfaces and guidelines that simplify the linking process between your CRM system and Twilio's messaging service.

Can I customize the messages sent via Twilio using data from my Odoo CRM?

Yes, you have the flexibility to customize messages using data fields from your Odoo CRM. Variables like customer's name, meeting dates, or any other record detail can be dynamically included in your SMS campaigns.

Connect Odoo CRM and Twilio 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.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Odoo CRM triggers, actions, and search
    New Lead

    Triggers on a new lead.

    Trigger
    Polling
    Try It
  • Twilio triggers, actions, and search
    New Recording

    Triggers when a new recording is available on your account.

    Trigger
    Polling
    Try It
  • Twilio triggers, actions, and search
    New Transcription

    Triggers when a new transcription is available on your account.

    Trigger
    Polling
    Try It
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write
    • Instructions_copy
    Trigger
    Instant
    Try It
    • To Number
      Required
    • Apply US Prefix
    Trigger
    Polling
    Try It
    • To Number
      Required
    Trigger
    Polling
    Try It

Learn how to automate Odoo CRM on the Zapier blog

Learn how to automate Twilio on the Zapier blog

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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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About Twilio
An easy tool for developers to send and receive SMS and voice calls.
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