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How Zapier works
Zapier makes it easy to integrate BambooHR with Odoo CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Employee Started" from BambooHR.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects BambooHR and Odoo CRM, automating your workflow.
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 Employee Started
Triggers on a new employee's start date.
Try ItTriggerPolling - Report_numberRequired
- Field
Try ItTriggerPolling- Action
- EmployeeId
- Start
- End
- Status
Try ItTriggerPolling- Which field(s) should trigger this Zap?Required
- Which fields should be included in the output of this step?Required
Try ItTriggerInstant
- New Employee
Triggers when a new employee is created.
Try ItTriggerPolling - Additional fields to include in the output
Try ItTriggerInstant- New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Try ItTriggerPolling - New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Try ItTriggerPolling
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Connect BambooHR and Odoo CRM 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate BambooHR on the Zapier blog
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about BambooHR + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BambooHR and Odoo CRM
How do I set up an integration between BambooHR and Odoo CRM?
To set up an integration between BambooHR and Odoo CRM, you typically need to use an integration tool. For example, with our service, you start by authenticating both BambooHR and Odoo CRM accounts within our platform. Then, you'll set rules for triggers in BambooHR (such as new employee added) that will result in actions within Odoo CRM (like creating a new contact).
What trigger can I use in BambooHR to create a new lead in Odoo CRM?
You can set a trigger for when a new employee is added to BambooHR. Once this trigger is activated, it will automatically create a new lead in Odoo CRM with the employee's details.
Can I update existing records in Odoo CRM with information from BambooHR?
Yes, our platform allows you to update existing records in Odoo CRM with data from BambooHR. By setting a trigger such as 'Employee Updated' in BambooHR, you can ensure that the corresponding record in Odoo CRM is updated accordingly.
Is it possible to sync custom fields between BambooHR and Odoo CRM?
Absolutely. We support mapping custom fields from BambooHR to corresponding fields in Odoo CRM. You'll be able to select which custom fields should be synced during the setup process.
How often does the data sync occur between the two platforms?
The frequency of data syncs between BambooHR and Odoo CRM can be configured based on your needs. Typically, we offer options ranging from real-time syncing to scheduled intervals like hourly or daily.
What kind of permissions are needed on both platforms to enable the integration?
You need admin or sufficient permissions on both BambooHR and Odoo CRM for our platform to access and perform actions based on triggers between the two systems. Ensure that API access is enabled where necessary.
Can I choose which employee data gets transferred from BambooHR to Odoo CRM?
Yes, during the integration setup process, you have control over which specific data points or fields are transferred from BambooHR to Odoo CRM depending on your requirements.
