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Zapier makes it easy to integrate Odoo CRM with Pipedrive - no code necessary. See how you can get setup in minutes.

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Odoo CRM
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Odoo CRM
1. Choose trigger event
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Pipedrive
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Pipedrive
2. Choose action
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1. Select the event
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Odoo CRM
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects Odoo CRM and Pipedrive, 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.

  • Odoo CRM triggers, actions, and search
    New Lead

    Triggers on a new lead.

    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write
    • Note
      Required
    Trigger
    Polling
    Try It

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Odoo CRM and Pipedrive

Notify the team about new Pipedrive leads

When a new lead is created in Odoo CRM, Zapier triggers a notification in Slack to keep the marketing team informed and ready to leverage the lead for campaigns. This ensures quick coordination and faster lead engagement.

Marketing & Marketing Ops
Try it
Sync new leads to Odoo CRM

When a new lead is created in Pipedrive, Zapier automatically creates a corresponding lead in Odoo CRM. This automation keeps both platforms aligned, ensures sales teams have accurate data, and reduces manual data entry errors.

Sales Ops

Learn how to automate Odoo CRM on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

Make work flow with AI

Level up your Odoo CRM to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Odoo CRM + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Pipedrive

What triggers can I use for integrating Odoo CRM with Pipedrive?

We support a range of triggers when integrating Odoo CRM with Pipedrive, including new leads, updated opportunities, and customer data changes. These triggers will automate corresponding actions in Pipedrive, such as creating deals or updating contact information.

How do I handle duplicate records when integrating Odoo CRM and Pipedrive?

Our integration provides options to check for duplicate records based on unique fields. You can set rules to either update existing records or create new ones in Pipedrive when duplicates are detected in Odoo CRM.

Can I synchronize contact data between Odoo CRM and Pipedrive automatically?

Yes, contact data can be automatically synchronized between the two systems. By setting up specific triggers for new or updated contacts in one platform, the integration will perform the action of updating the corresponding contacts in the other platform.

Is it possible to map custom fields during the integration?

Our integration tools allow you to map custom fields from Odoo CRM to Pipedrive. This means that any unique data points your business tracks can be seamlessly transferred and reflected accurately in both systems.

What are some common actions triggered in Pipedrive from Odoo CRM updates?

Common actions include creating a new deal whenever a lead is added in Odoo CRM, updating a deal stage based on opportunity progress, and logging activities when customer interactions are recorded.

Can I configure conditional workflows between these two platforms?

Yes, you can set up conditional workflows that execute under specific conditions. For instance, you may trigger different actions based on lead scores or deal values from Odoo CRM within Pipedrive.

How do we ensure data security during syncing processes?

Data security is paramount. We employ advanced encryption protocols during data transfer between Odoo CRM and Pipedrive and adhere to compliance standards to protect your sensitive information.

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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."
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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