New Integration: Manage your Sales Workflows with Odoo CRM

Odoo CRM is a free, open-source CRM that's part of the Odoo suite. It's built for businesses that want to get started with a basic web-based CRM solution, but who might want to extend functionality into other areas as their business grows. You have the option to add various apps and integrations as you scale, so you can do everything from managing finances to increasing your marketing outreach. Add new companies, contacts, or opportunities, and then drag and drop opportunities through the Kanban pipeline as they change stages. Schedule meetings on Odoo's own calendar, send emails to sales prospects, log notes, and schedule follow-up tasks. Plus, Odoo offers easy-to-use analytics, reporting, and dashboards to follow along with key metrics.

And now Odoo CRM connects with Zapier, making it easier than ever to automate your sales workflows. Connect Odoo CRM to 1,500+ apps: Zapier can automatically trigger workflows in other apps whenever there's a new lead in Odoo CRM. Or you can create a new lead in Odoo CRM whenever trigger events happen in the other apps you use most.

Here are just a few ways to make the most of Odoo CRM's Zapier integrations:

• Connect Odoo CRM to your form builder app to automatically send new leads to Odoo whenever a form is submitted.

• Automatically create new contacts or leads in your email marketing tool or other CRM software whenever you have a new lead in Odoo CRM.

• Connect Odoo CRM to your team chat tool to automatically notify your team whenever a new lead comes in.

How to Automate Odoo CRM with Zapier

1. Sign up for an Odoo CRM account, and make sure you have a Zapier account.

2. Try some pre-made Odoo CRM integrations, and learn more about how Odoo CRM works with Zapier.

3. Or log in and build a custom workflow with Odoo CRM and Zapier.

New to Zapier? It's a tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use Odoo CRM with Zapier.