CloudTalk + Odoo ERP Self Hosted

CloudTalk + Odoo ERP Self Hosted integrations

Create or update CloudTalk contacts for new Odoo ERP Self Hosted leads and opportunities

Effortlessly manage your leads and contacts between Odoo ERP Self Hosted and CloudTalk with this powerful automation. When a new lead or opportunity arises in Odoo ERP Self Hosted, it will trigger the creation or updating of a contact in CloudTalk. This seamless connection ensures that your sales team can effectively engage with potential customers, while eliminating manual data entry and keeping your databases up-to-date.

When this happens...
New Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
TriggerPolling
automatically do this!
Create or Update ContactCreates a new or updates an existing contact.
ActionWrite

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More things you can do with Odoo ERP Self Hosted and CloudTalk

Discover other triggers and actions you can use with Odoo ERP Self Hosted and CloudTalk

New Database
Triggers when you add a new database.
Trigger
Polling
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- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
- Module
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It

- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write

- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write
New Call
Triggers when call is made via CloudTalk.
Trigger
Instant
Try It
New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
Try It
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- From Number
  Required
- To Number
  Required
- Message Text
  Required
Action
Write
- Keyword
  Required
Action
Search

- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_lead_copy
- Database
  Required
Action
Write
- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write
New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
Try It
- Activity ID
  Required
- Acitivity ID postfix
  Required
- Activity title
  Required
- Activity content
  Required
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact ID
  Required
- Contact ID Postfix
  Required
- Contact name
- Contact email
- Contact number
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone Number
  Required
- Email
- Contact Company
- External Link
Action
Write

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

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Related categories

Phone & SMS

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.

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Related categories

CRM (Customer Relationship Management)

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