Calendly + Odoo ERP Self Hosted

Create new Odoo ERP Self Hosted leads/opportunities from new Calendly invitees

Simplify your prospect management with this unique Calendly to Odoo ERP Self Hosted automation. When a new invitee is added in Calendly, it directly creates a lead or opportunity within your Odoo ERP system. This workflow efficiently streamlines your lead management process, ensuring that every new invitee in Calendly is immediately captured as a potential opportunity in your Odoo ERP system.

When this happens...
Invitee Created
Triggers when an invitee schedules an event
TriggerInstant
automatically do this!
Create Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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Supported triggers and actions

Event Canceled
Triggers when an event is canceled.
Trigger
Polling
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- Free Plan Copy
- Webhook subscription scopeRequired
- Event Type
Trigger
Instant
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- Routing Form
Trigger
Instant
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- Event NameRequired
- Host UserRequired
- Co-hosts
- Duration (in minutes)Required
- Time Zone
- Start DateRequired
- End DateRequired
- Location Kind
- Location
- Additional Location Info
Action
Write
Mark Invitee as No Show
Marks a specific invitee as a no show.
Action
Write

- Event UUIDRequired
Action
Search
New Database
Triggers when you add a new database.
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
- ModuleRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- Creates Event Copy
- DatabaseRequired
Action
Write
- Creates Note Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
- ModuleRequired
Action
Write
- Creates Todo Copy
- DatabaseRequired
Action
Write

- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Free Plan Copy
- Webhook subscription scopeRequired
Trigger
Instant
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- Event UUIDRequired
- Reason
Action
Write
- Event TypeRequired
- Start TimeRequired
- Invitee EmailRequired
- Invitee Full Name
- Invitee First Name
- Invitee Last Name
- Invitee TimezoneRequired
- Location Type
- Text Reminder Phone Number
- Event Guests
- Questions
- Answers
- Enable Invitee Tracking
Action
Write
Cancel Scheduled Event
Cancels a scheduled event with a specified reason for the cancellation.
Action
Write
- SearchRequired
Action
Search
- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- Creates Lead Copy
- DatabaseRequired
Action
Write
- Creates Product Copy
- DatabaseRequired
Action
Write
- Creates Task Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write

About Calendly

Calendly is an elegant and simple scheduling tool for businesses that eliminates email back and forth. It helps save time so that businesses can provide great service and increase sales.

Learn more

Related categories

Scheduling & Booking

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) 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 ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.