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How Zapier works
Zapier makes it easy to integrate Dialpad 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 State Changed" from Dialpad.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Dialpad 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.
- Call StatesRequired
Try ItTriggerInstant- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- New Lead
Triggers on a new lead.
Try ItTriggerPolling
- SMS directionRequired
Try ItTriggerInstant- Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
ActionWrite - Create Lead
Creates a lead.
ActionWrite
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Connect Dialpad and Odoo CRM 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Dialpad on the Zapier blog
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Dialpad + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and Odoo CRM
How can I set up an integration between Dialpad and Odoo CRM?
Integration between Dialpad and Odoo CRM is set up through a series of triggers and actions. Initially, you need to create a Zap where you select Dialpad as your trigger app and Odoo CRM as your action app. It's necessary to connect both accounts to our platform, authorize them, and then define what triggers the actions. For instance, a new call in Dialpad can trigger the creation of a new lead in Odoo CRM.
What are common triggers in Dialpad for integration with Odoo CRM?
Common triggers in Dialpad for integration with Odoo CRM include events like receiving a new call or voicemail, creating a call summary or contact, or updating user status. Each of these triggers can be linked to actions such as creating or updating records in Odoo CRM.
What actions can be performed in Odoo CRM based on Dialpad triggers?
Based on certain triggers from Dialpad, you can perform various actions in Odoo CRM including creating a new contact or lead, updating existing records like contacts or opportunities, and even logging communication histories tied to specific customer profiles.
Is it possible to log calls from Dialpad into Odoo automatically? How?
Yes, calls from Dialpad can be logged automatically into Odoo. This is achieved by setting up a workflow where the 'New Call' event in Dialpad acts as a trigger to create an activity log entry related to the respective contact within the Odoo platform.
Does integrating Dialpad with Odoo require technical expertise?
Integrating Dialpad with Odoo doesn’t necessarily require advanced technical expertise due to our intuitive interface. The setup involves selecting the right triggers and actions that suit your business workflow. However, some familiarity with both platforms could facilitate smoother configuration when customizing more complex workflows.
Can I update existing contacts in Odoo using data from calls received on Dialpad?
Yes, you can update existing contacts in Odoo using data from calls received on Dialpad. By setting up specific workflows that treat updates as actions following dialer events (like missed calls), information gathered from these calls can be injected directly into the relevant contact profiles within the system.
Are there any limitations on data transfer between Dialpad and Odoo during integration?
During integration between Dialpad and Odoo through our platform, limitations may exist concerning data volume per action if API limits imposed by either application are reached. We recommend being aware of these potential constraints if dealing with high volumes of simultaneous transactions.
