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How Zapier works
Zapier makes it easy to integrate CallHippo 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 "Call Log Activity" from CallHippo.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects CallHippo 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.
- User IdRequired
Try ItTriggerInstant- Select EventRequired
- CallHippo Account Owner IDRequired
- Contact IdRequired
- Deal IdRequired
- Deal's Contact Phone
- Deal Name
- Deal Status
- Deal Added Date
- Deal Expected Close Date
ActionWrite- New Lead
Triggers on a new lead.
Try ItTriggerPolling
- Select EventRequired
- CallHippo Account Owner IDRequired
- Contact IdRequired
- Phone NumberRequired
- Contact Name
- Contact Email
- Contact Company Name
ActionWrite- From NumberRequired
- To NumberRequired
- User EmailRequired
- CallHippo Account Owner IDRequired
- MessageRequired
ActionWrite- Create Lead
Creates a lead.
ActionWrite
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Frequently Asked Questions about CallHippo + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CallHippo and Odoo CRM
How do I set up CallHippo to trigger actions in Odoo CRM?
You will need to create a workflow where certain actions in CallHippo, such as receiving a call, automatically trigger actions in Odoo CRM like creating or updating a lead. This setup is managed through our platform, where you can select triggers from CallHippo and pair them with desired actions within Odoo CRM.
Can I use CallHippo's SMS feature within Odoo CRM?
Yes, you can integrate CallHippo's SMS feature with Odoo CRM. Through our interface, you can set up conditions so that sending an SMS via CallHippo updates the communication logs of your contacts in Odoo CRM.
Is it possible to track missed calls from CallHippo in Odoo CRM?
Certainly. Using our integration platform, you can configure missed calls from CallHippo to automatically generate tasks or notifications within your Odoo CRM setup.
What kind of data can be synced between CallHippo and Odoo CRM?
We provide comprehensive syncing capabilities allowing data such as call records, contact details, notes from calls, and updates on leads or opportunities to flow seamlessly between CallHippo and Odoo CRM.
Are there any pre-defined templates for integrating triggers and actions between these systems?
Yes, we offer various pre-defined templates that facilitate quick integration setups. These templates include common workflows such as logging calls automatically to customer records in Odoo when receiving a call on CallHippo.
How often does the data sync occur between CallHippo and Odoo CRM?
Data synchronization between CallHippo and Odoo CRM occurs in real-time where possible. Any changes made in one system reflect immediately in the other to ensure your records are always up-to-date without delays.
Do I need technical expertise to configure the integration between CallHippo and Odoo CRM?
No special technical expertise is needed. Our user-friendly platform guides you step-by-step through setting trigger-action pairs suitable for your business needs without requiring coding knowledge.