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How Zapier works
Zapier makes it easy to integrate Odoo CRM with Packlink PRO - 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 Shipment Draft" in Packlink PRO.
You’re connected!
Zapier seamlessly connects Odoo CRM and Packlink PRO, 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 - Shipment Status Updated
Triggers when shipment status changes in Packlink PRO.
Try ItTriggerInstant - Source CountryRequired
- Source ZIP CodeRequired
- Destination CountryRequired
- Destination ZIP CodeRequired
- Package WidthRequired
- Package HeightRequired
- Package LengthRequired
- Package WeightRequired
- Search BehaviorRequired
- Service Key
ActionSearch
- Create Lead
Creates a lead.
ActionWrite - Order Number
- Service Key
- Client Number
- Use default warehouse from my Packlink PRO account
- Shipment origin: First Name
- Shipment origin: Last Name
- Shipment origin: Company
- Shipment origin: Street 1
- Shipment origin: Street 2
- Shipment origin: ZIP Code
- Shipment origin: City
- Shipment origin: Country
- Shipment origin: Phone
- Shipment origin: Email
- Shipment destination: First Name
- Shipment destination: Last Name
- Shipment destination: Company
- Shipment destination: Street 1
- Shipment destination: Street 2
- Shipment destination: ZIP Code
- Shipment destination: City
- Shipment destination: Country
- Shipment destination: Phone
- Shipment destination: Email
- Price
- Quantity
- Title
- Picture URL
- Category Name
- Width
- Height
- Lenght
- Weight
- Content
- Content Value
- Shipment Custom Reference
- Currency
- Base Price
- Tax Price
- Total Price
ActionWrite- Shipment ReferenceRequired
ActionSearch
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Connect Odoo CRM and Packlink PRO 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
Frequently Asked Questions about Odoo CRM + Packlink PRO 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 Packlink PRO
What is required to set up the integration between Odoo CRM and Packlink PRO?
To set up the integration, you need active accounts in both Odoo CRM and Packlink PRO. You'll need access to our platform where you can connect these two services and set triggers like 'New Order in Odoo CRM' that automatically initiates 'Create Shipment in Packlink PRO.' Ensure your accounts have the necessary permissions for data exchange.
Can I customize the triggers and actions within the integration?
Yes, we allow customization of triggers and actions. For instance, you can set a trigger for when an opportunity reaches a particular stage in Odoo CRM, which in turn can prompt an action such as generating a shipment label in Packlink PRO.
Is it possible to track shipments directly from Odoo CRM after integration with Packlink PRO?
Absolutely, once integrated, you can track shipments directly from your Odoo CRM dashboard. Triggers like 'Shipment Status Updated' from Packlink PRO can automatically update records or status fields within your Odoo CRM system.
What happens if a new customer is added in Odoo CRM? Can this trigger an action in Packlink PRO?
Yes, if a new customer is added in Odoo CRM, you can configure a trigger that sends this data to Packlink PRO. This action could be set to automatically prepare a shipment quote or draft within Packlink PRO.
How does error handling work between the integration of Odoo CRM and Packlink PRO?
Our system includes robust error handling mechanisms. You will receive notifications if any trigger or action fails during the workflow process between Odoo CRM and Packlink PRO, helping you troubleshoot effectively.
Can I automate shipment confirmations from Packlink PRO back to my customers via Odoo CRM?
Yes, you can automate shipment confirmations by setting up an action where once a shipment is confirmed in Packlink PRO, it triggers an email notification directly from your Odoo CRM to inform customers.
Does integrating Odoo CRM with Packlink PRO affect my existing customer workflows?
Integrating these systems should seamlessly enhance—not disrupt—your current workflows. By carefully selecting appropriate triggers and actions, like ‘Order Shipped’ triggering ‘Update Customer Record’, your processes remain consistent while gaining efficiencies.
