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How Zapier works
Zapier makes it easy to integrate Odoo CRM with Placetel - 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 Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Create Contact" in Placetel.
You’re connected!
Zapier seamlessly connects Odoo CRM and Placetel, 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.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - Number
Try ItTriggerInstant- Number
Try ItTriggerInstant- Number
Try ItTriggerInstant
- Create Lead
Creates a lead.
ActionWrite - TypeRequired
- Number
Try ItTriggerInstant- Incoming Fax
When a new fax is incoming
Try ItTriggerPolling - FirstnameRequired
- LastnameRequired
- Phone
- Phone (Work)
- Mobile
- Mobile (Work)
- Address
- Address (Work)
- Email
- Email (Work)
ActionWrite
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Connect Odoo CRM and Placetel 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 Odoo CRM on the Zapier blog
Frequently Asked Questions about Odoo CRM + Placetel 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 Placetel
What is required to integrate Odoo CRM with Placetel?
To integrate Odoo CRM with Placetel, you'll need accounts on both platforms and access to our integration tool. Within your our account, set up the triggers from Odoo CRM, such as 'New Lead' or 'Update Contact' and map them to actions in Placetel like 'Create Contact' or 'Update Call Log.'
Can I automatically create a contact in Placetel when a new lead is added in Odoo CRM?
Yes, you can automate the creation of a contact in Placetel whenever a new lead is added in Odoo CRM by configuring the 'New Lead' trigger from Odoo CRM to initiate the 'Create Contact' action in Placetel.
Is it possible to log calls made through Placetel into Odoo CRM?
Absolutely, you can log calls into Odoo CRM by setting up a trigger for 'New Call' in Placetel that executes an action to create a corresponding entry within your call logs module or notes section of contacts/leads in Odoo CRM.
How do I handle duplicates created during integration?
We recommend using filters when setting up your triggers and actions to check for existing records before creating new entries. This helps reduce duplication when syncing data between Odoo CRM and Placetel.
What happens if there's an error during data sync between the two platforms?
In cases where there's an error during data synchronization between Odoo CRM and Placetel, our system will notify you of any issues encountered along with potential fixes or troubleshooting steps. This ensures smooth operation and minimal downtime.
Can we customize the fields that are synchronized between Odoo CRM and Placetel?
Yes, our integration tool allows customization of field mapping so that specific information relevant to your business processes can be synchronized between systems. Choose which fields from a lead or contact will be synced across both platforms.
How often does the sync occur between Odoo CRM and Placetel?
The frequency of synchronization between these systems depends on the plan you are on; however, typically changes occur in real-time or at set intervals defined within your integration settings.
