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How Zapier works

Zapier makes it easy to integrate Odoo CRM with Wati - no code necessary. See how you can get setup in minutes.

Select a trigger from Odoo CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Odoo CRM, a trigger could be "New Lead."
A trigger is the event that kicks off your automated workflow.

Setup an action from Wati

An action is what takes place after the automation is triggered. For example, with Wati, the action could be "Add a Contact."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Odoo CRM to Wati

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about Odoo CRM + Wati 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 Wati

How do I integrate Odoo CRM with Wati through your platform?

To integrate Odoo CRM with Wati, begin by choosing them as the trigger and action app respectively on our platform. Authenticate both accounts, then configure your desired triggers such as 'New Lead in Odoo CRM' and actions like 'Send WhatsApp Message in Wati.' Follow the guided steps to map fields from Odoo CRM to Wati and finalize your integration.

What triggers are supported for Odoo CRM when integrating with Wati?

In an integration between Odoo CRM and Wati, commonly used triggers include when a new lead is created, when a lead's status changes, or when a new opportunity is entered into the system. These will prompt specified actions within Wati such as sending a template message or updating contact details.

Can I customize the WhatsApp messages sent through Wati when a trigger event occurs in Odoo CRM?

Yes, during setup you can customize the content of WhatsApp messages sent via Wati. This includes personalizing message templates based on data fields from Odoo CRM such as client name, deal amount, or any other pertinent information available in the system.

Are there any limitations on actions performed in Wati based on triggers from Odoo CRM?

There are some limitations depending on the subscription plan of both services. For instance, while sending automatic messages upon trigger events is usually available, more complex workflows may require higher-tier plans which support additional functionality like bulk messaging or advanced analytics.

Is it possible to automate status updates within Odoo CRM based on activities in Wati?

Automating status updates from activities occurring in Wati back into Odoo CRM requires setting up bidirectional workflows where incoming responses or message engagements could update lead status or other fields within Odoo.

How do I test my integration between Odoo CRM and Wati before going live?

After setting up your integration, we recommend using test contacts or sandbox environments offered by both applications. Trigger events manually to ensure that each action within your sequence executes correctly in real-time before applying it to actual leads or customer data.

What happens if there’s an error during an automated process between these two apps?

If there's an error during automation between Odoo CRM and Wati, our platform provides detailed error logs accessible under the 'History' tab. These logs help identify at which step the process failed. Users can also set alerts for immediate troubleshooting guidance.

Connect Odoo CRM and Wati 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Odoo CRM triggers, actions, and search
    New Lead

    Triggers on a new lead.

    Trigger
    Polling
    Try It
  • Wati triggers, actions, and search
    New Contact Created

    When a new contact is created from an incoming whatsapp message

    Trigger
    Instant
    Try It
    • WhatsApp Number
      Required
    • Contact Name
      Required
    • Custom Params
    Action
    Write
    • WhatsApp Number
      Required
    • Template Name
      Required
    • Broadcast Name
      Required
    • Custom Params
    Action
    Write
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write
  • Wati triggers, actions, and search
    New Incoming Message

    When there is any incoming message on your number

    Trigger
    Instant
    Try It
    • WhatsApp Number
      Required
    • Message Text
      Required
    Action
    Write
    • WhatsApp Number
      Required
    • Custom Params
    Action
    Write
odoo logo
odoo logo
About Odoo CRM
Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
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CRM (Customer Relationship Management)
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wati logo
wati logo
About Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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Communication

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