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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Odoo CRM with Z Workforce - 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 Z Workforce

An action is what takes place after the automation is triggered. For example, with Z Workforce, the action could be "Create or Update a Field Person."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Odoo CRM to Z Workforce

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

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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

Make work flow with AI

Level up your Odoo CRM to Z Workforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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Connect Odoo CRM and Z Workforce 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.

Integration categories

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.

triggers, actions, or triggers and actions
  • Odoo CRM triggers, actions, and search
    New Lead

    Triggers on a new lead.

    Trigger
    Polling
    Try It
    • Field person ID
      Required
    • Profile name
    • Name
      Required
    • Email address
      Required
    • Phone number
      Required
    • Portifolio customers
    • Sunday - daily working hours
    • Monday - daily working hours
    • Tuesday - Daily Working Hours
    • Wednesday - Daily Working Hours
    • Thursday - Daily Working Hours
    • Friday - Daily Working Hours
    • Satudary - Daily Working Hours
    Action
    Write
    • Page
    • Results per page
    • Start Date
    • End Date
    • Field Team IDs
    • Customers IDs
    Action
    Write
    • Z Workforce Result ID
      Required
    Action
    Write
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write
    • Field person ID
      Required
    • Name
      Required
    • Contact name
    • Contact Phone
    • Email address
      Required
    • Address
      Required
    • Address 2
    • Address number
    • Address area
    • City
      Required
    • Estate or province
    • Country
      Required
    • Subategory
    • Zipcode
    • Category
    • Type
    • Stage
    • Latitude
    • Longitude
    • Linked person field
    Action
    Write
    • Visit Title
    • Customer ID
      Required
    • Field person ID
      Required
    • Start
      Required
    • End
      Required
    • Field person e-mail
    • Visit ID from CRM
    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."
HelpHelp
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CRM (Customer Relationship Management)
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z-workforce logo
z-workforce logo
About Z Workforce
Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions
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