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Quickly connect Odoo CRM to RingCentral with a Zapier template.

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Generate new Odoo CRM leads from updated RingCentral call log records
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RingCentral + Odoo CRM

Generate new Odoo CRM leads from updated RingCentral call log records

Details

Try it

RingCentral + Odoo CRM

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Create Contact" in RingCentral.

You’re connected!

Zapier seamlessly connects Odoo CRM and RingCentral, 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.
Trigger
Polling
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- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
Try It
Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
Try It
- Delay By
Trigger
Polling
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- Type
- Status
  Required
Trigger
Instant
Try It

- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Documentation
- How do you want to specify the chat Id?
  Required
- Text
  Required
Action
Write

- Phone Number
  Required
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write

Create Lead
Creates a lead.
Action
Write
Call Ended
Triggers when a call has been ended.
Trigger
Instant
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
Try It
- Type
Trigger
Instant
Try It
New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
Try It
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Odoo CRM and RingCentral 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Odoo CRM on the Zapier blog

Learn how to automate RingCentral on the Zapier blog

Make work flow with AI

Level up your Odoo CRM to RingCentral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Odoo CRM + RingCentral 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 RingCentral

What triggers can be set in RingCentral for Odoo CRM integration?

We provide multiple triggers in RingCentral that can initiate actions in Odoo CRM. For example, a new call or SMS received in RingCentral can trigger the creation of a new lead in Odoo CRM. Additionally, when a call ends, it can be set to update existing records or create new activities within your Odoo account.

How do I handle incoming calls using the Odoo CRM and RingCentral integration?

With our integration setup, you can automate the process where an incoming call in RingCentral creates a contact or logs an activity directly into your Odoo CRM. This ensures that all communications are recorded without manual input.

Can I send SMS from Odoo CRM through RingCentral?

Yes, through our integration, you can configure actions to send SMS via RingCentral directly from your Odoo CRM interface. This includes sending automated reminders or follow-up messages based on activities logged within the CRM system.

How are contact details synchronized between Odoo CRM and RingCentral?

Our integration allows for bi-directional sync of contact details between Odoo CRM and RingCentral. When a contact is added or updated in either platform, the change is automatically reflected in the other system ensuring you have consistent information across both platforms.

What actions are available in Odoo CRM upon receiving calls via RingCentral?

Upon receiving calls through RingCentral, you can create various actions within Odoo such as logging calls, updating leads with call information or scheduling follow-up tasks. These actions help maintain an organized and efficient workflow for your sales and support teams.

Is there a way to track missed calls from RingCentral in Odoo CRM?

Yes, missed calls on your RingCentral number can be configured to automatically log as opportunities or tasks within your Odoo CRM. This ensures no lead is lost and follow-ups can be scheduled efficiently by your team.

Do I need technical skills to set up the integration between Odoo CRM and RingCentral?

Our integration is designed to be user-friendly requiring minimal technical expertise. You simply follow step-by-step instructions provided within our platform to connect both systems successfully without needing extensive programming knowledge.

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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Related categories

CRM (Customer Relationship Management)

Similar apps

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Project Management

Odoo ERP Self Hosted

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Airtable

Databases

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Connect Odoo CRM and RingCentral to unlock the power of automation

Set up your first integration

Generate new Odoo CRM leads from updated RingCentral call log records

Generate new Odoo CRM leads from updated RingCentral call log records

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Odoo CRM and RingCentral to integrate crucial parts of your business

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

5 ways to automate Odoo CRM

Learn how to automate RingCentral on the Zapier blog

3 ways to automate RingCentral with Zapier

Make work flow with AI

Frequently Asked Questions about Odoo CRM + RingCentral integrations

Connect Odoo CRM to RingCentral on the world's largest no-code automation platform