Connect Odoo CRM and Motion to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Odoo CRM with Motion - 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 Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Create Project" in Motion.
You’re connected!
Zapier seamlessly connects Odoo CRM and Motion, 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 Lead
Triggers on a new lead.
Try ItTriggerPolling - Workspace IDRequired
- Project NameRequired
- Description
- Due Date
- Priority
ActionWrite- Workspace IDRequired
- Task Name
- Task Description
- Due Date
- Task Duration (minutes)
- Task Status
- Start Date
- Deadline Type
- Schedule
- Priority
ActionWrite
- Create Lead
Creates a lead.
ActionWrite - Workspace IDRequired
- Task NameRequired
- ScheduleRequired
- Due Date
- Duration (minutes)
- Description
- Priority
- Start Date
- Deadline Type
- Auto Scheduled
ActionWrite- WorkspaceRequired
- Include All Statuses
ActionSearch
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Connect Odoo CRM and Motion 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 Odoo CRM on the Zapier blog
Learn how to automate Motion on the Zapier blog
Frequently Asked Questions about Odoo CRM + Motion 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 Motion
How does Odoo CRM integration with Motion work?
Integrating Odoo CRM with Motion allows you to automate workflows by setting up triggers and actions. When a new lead is created in Odoo CRM, it can trigger an action in Motion, such as creating a new task or appointment.
What triggers can I use in Odoo CRM for integration?
In Odoo CRM, you can use triggers like 'New Lead', 'Updated Opportunity', or 'New Customer' to initiate actions in Motion.
Can I set up custom actions in Motion based on activities in Odoo CRM?
Yes, you can customize actions in Motion. For instance, when a lead status changes in Odoo CRM, you can automatically create reminders or tasks within Motion tailored to your workflow needs.
What happens if an error occurs during the integration process between Odoo CRM and Motion?
If an error occurs during the integration, our system will notify you with detailed error messages. It allows you to quickly identify and resolve issues that might interrupt the data flow between Odoo CRM and Motion.
How often does data sync occur between Odoo CRM and Motion?
Data sync frequency can vary based on how the integration is set up. Typically, it happens instantaneously when a trigger event occurs. However, it can be adjusted according to your needs for less frequent updates.
Is there support available for setting up the integration between Odoo CRM and Motion?
Yes, support is available for setting up integrations. Our team provides documentation and assistance throughout the setup process to ensure everything runs smoothly without any hitches.
Are there limitations on which data fields from Odoo CRM can be mapped to actions in Motion?
While most data fields from Odoo CRM can be integrated into actions within Motion, certain custom fields may require additional configuration. Commonly used fields like contact information and opportunity details are readily accessible.
