Connect Odoo CRM and Slack to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Odoo CRM to Slack with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with Slack - 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 "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects Odoo CRM and Slack, 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 - Trigger for Bot Messages?
- Optimized data
Try ItTriggerInstant- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Try ItTriggerInstant- Channel
- User Name
- Shared
Try ItTriggerInstant
- Create Lead
Creates a lead.
ActionWrite - New Channel
Triggers when a new #channel is created.
Try ItTriggerInstant - Include_alias
Try ItTriggerInstant- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Odoo CRM and Slack
Create Odoo CRM leads from Slack inputs
Business owners who rely on team updates in Slack can transform these messages into actionable opportunities. When a new message is shared in a specific Slack channel, Zapier seamlessly creates a lead in Odoo CRM, ensuring important information turns into trackable prospects.
Business OwnerNotify marketing team about new Odoo CRM leads in Slack
When a new lead is added in Odoo CRM, Zapier sends an automatic notification to a specified Slack channel. This keeps the marketing team updated in real-time, allowing them to act promptly to nurture potential customers and ensuring no leads are overlooked.
Marketing & Marketing OpsPost Slack updates for new Odoo CRM leads
Keep sales teams informed when new customer opportunities arise. When a lead is created in Odoo CRM, Zapier can send an update to a specific Slack channel, ensuring the team has immediate access to fresh leads for faster and more strategic follow-ups.
Sales OpsLearn how to automate Odoo CRM on the Zapier blog
Learn how to automate Slack on the Zapier blog
Frequently Asked Questions about Odoo CRM + Slack 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 Slack
How do I set up a new trigger in Odoo CRM to alert Slack?
To set up a new trigger, navigate to the workflow automation settings in your Odoo CRM. Select the event you'd like to trigger an alert, such as a new lead or opportunity status change. Integrate this event with Slack using our connector, and you can customize the message that will be sent to your specified Slack channel.
Can we filter which Odoo CRM events send notifications to Slack?
Yes, you can filter specific events by defining conditions within the integration settings. For instance, you can choose to send notifications only when leads surpass a certain value or are assigned to specific team members.
What are common actions that trigger notifications from Odoo CRM to Slack?
Common actions include creating a new lead, updating an existing opportunity, assigning or reassigning leads, and closing sales deals. Each of these actions can be configured within our integration interface.
Is it possible to customize messages sent from Odoo CRM to Slack?
Yes, message customization is available. You can edit message content directly in the integration setup panel by including dynamic fields such as customer's name, deal value, and any custom notes relevant to the event.
How do we manage permissions for who receives alerts in Slack from Odoo CRM?
Within our integration dashboard, administrators can manage and assign permissions based on user roles both in Odoo CRM and Slack. This ensures only authorized personnel receive and act on specific alerts.
Do we need separate configurations for each team using different Odoo CRM modules?
If teams operate distinctly across multiple modules in Odoo CRM, individualized configurations might be necessary. This allows each module or team-specific operation (such as Sales or Marketing) its own set of triggers and actions connected with their relevant Slack channels.
How frequently are updates pushed from Odoo CRM to Slack?
The frequency of updates can be controlled via our integration settings. Users have the option for real-time notifications or batched updates at intervals that suit their workflow needs.
