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Set up your first integration
Quickly connect Airtable to Odoo CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Airtable with Odoo CRM - 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 Record" from Airtable.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Airtable and Odoo CRM, 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.
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Try ItTriggerPolling- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
ActionWrite- CacheCopy
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- TableRequired
ActionWrite- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
ActionWrite
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Try ItTriggerPolling- BaseRequired
- TableRequired
ActionWrite- NameRequired
- Workspace IDRequired
- Number of TablesRequired
ActionWrite- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
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ActionWrite
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Practical ways you can use Airtable and Odoo CRM
Track new Airtable records in Odoo CRM as leads
Equip your sales efforts with full context in Odoo CRM. Zapier triggers the creation of a new lead in Odoo CRM for every new record in a designated Airtable table, ensuring leads are consistently tracked and organized across systems.
Business OwnerSync new Odoo CRM leads to Airtable project tracker
Ensure leads don’t get lost in the process. When a new lead is created in Odoo CRM, Zapier automatically adds it as a record to your project tracker in Airtable. This keeps everything centralized and helps with task prioritization.
Project ManagementLearn how to automate Airtable on the Zapier blog
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Airtable + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Odoo CRM
How can I start integrating Airtable with Odoo CRM?
To start integrating Airtable with Odoo CRM, you first need to create an account on our platform. Once registered, you can create a new zap where you set Airtable as the trigger application and Odoo CRM as the action application. Then, specify the events that will initiate the automation, such as 'New Record' in Airtable triggering 'Create Lead' in Odoo CRM.
What triggers are available for Airtable in this integration?
When integrating with Airtable, you can use triggers such as 'New Record', 'Updated Record', or 'Record Matching View' to kickstart actions in Odoo CRM. These triggers allow you to automate the transfer of information to streamline your workflow.
What types of actions can be performed in Odoo CRM?
The integration allows for several actions within Odoo CRM. You can automate functions like 'Create Lead', 'Update Lead', and 'Create Opportunity'. These actions help maintain your sales pipeline efficiently by automatically recording information from Airtable.
Can I update existing entries in Odoo CRM using data from Airtable?
Yes, by setting up an appropriate zap, when a record is updated in Airtable, it can trigger an update action for a lead or opportunity within Odoo CRM. This ensures that changes in data are reflected across both platforms without manual intervention.
Is it possible to filter records when syncing between Airtable and Odoo CRM?
Absolutely! Our platform offers filtering options that let you set conditions under which records are transferred between Airtable and Odoo CRM. For instance, only sync records marked as 'Priority' or those created after a certain date.
How secure is the data being transferred between these two applications?
We prioritize data security and ensure that all transfers between Airtable and Odoo CRM are encrypted using industry-standard protocols. Additionally, no sensitive information is stored on our servers beyond what is necessary for operational purposes.
Can I set up real-time updates between Airtable and Odoo CRM?
While our platform allows near real-time updates by frequently checking for changes in both systems, there might be slight delays due to API call limits or data processing times determined by each application's policies.
