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Set up your first integration
Quickly connect Odoo CRM to Wati with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with Wati - 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 "Add a Contact" in Wati.
You’re connected!
Zapier seamlessly connects Odoo CRM and Wati, 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 - New Contact Created
When a new contact is created from an incoming whatsapp message
Try ItTriggerInstant - WhatsApp NumberRequired
- Contact NameRequired
- Custom Params
ActionWrite- WhatsApp NumberRequired
- Template NameRequired
- Broadcast NameRequired
- Custom Params
- Phone number
ActionWrite
- Create Lead
Creates a lead.
ActionWrite - New Incoming Message
When there is any incoming message on your number
Try ItTriggerInstant - WhatsApp NumberRequired
- Message TextRequired
ActionWrite- WhatsApp NumberRequired
- Custom ParamsRequired
ActionWrite
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Practical ways you can use Odoo CRM and Wati
Add leads from WhatsApp to your CRM
When a new contact is created in Wati from an incoming WhatsApp message, Zapier can automatically create a new lead in Odoo CRM. This ensures that every potential lead found through WhatsApp is efficiently tracked, helping business owners capture opportunities and streamline lead management.
Business OwnerNotify about new CRM leads in WhatsApp
When a new lead is added in Odoo CRM, Zapier can automatically send a WhatsApp message to notify the marketing team. This helps ensure prompt follow-up with potential customers and keeps teams aligned on lead status, improving response times and conversion rates.
Marketing & Marketing OpsLearn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Odoo CRM + Wati 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 Wati
How do I integrate Odoo CRM with Wati through your platform?
To integrate Odoo CRM with Wati, begin by choosing them as the trigger and action app respectively on our platform. Authenticate both accounts, then configure your desired triggers such as 'New Lead in Odoo CRM' and actions like 'Send WhatsApp Message in Wati.' Follow the guided steps to map fields from Odoo CRM to Wati and finalize your integration.
What triggers are supported for Odoo CRM when integrating with Wati?
In an integration between Odoo CRM and Wati, commonly used triggers include when a new lead is created, when a lead's status changes, or when a new opportunity is entered into the system. These will prompt specified actions within Wati such as sending a template message or updating contact details.
Can I customize the WhatsApp messages sent through Wati when a trigger event occurs in Odoo CRM?
Yes, during setup you can customize the content of WhatsApp messages sent via Wati. This includes personalizing message templates based on data fields from Odoo CRM such as client name, deal amount, or any other pertinent information available in the system.
Are there any limitations on actions performed in Wati based on triggers from Odoo CRM?
There are some limitations depending on the subscription plan of both services. For instance, while sending automatic messages upon trigger events is usually available, more complex workflows may require higher-tier plans which support additional functionality like bulk messaging or advanced analytics.
Is it possible to automate status updates within Odoo CRM based on activities in Wati?
Automating status updates from activities occurring in Wati back into Odoo CRM requires setting up bidirectional workflows where incoming responses or message engagements could update lead status or other fields within Odoo.
How do I test my integration between Odoo CRM and Wati before going live?
After setting up your integration, we recommend using test contacts or sandbox environments offered by both applications. Trigger events manually to ensure that each action within your sequence executes correctly in real-time before applying it to actual leads or customer data.
What happens if there’s an error during an automated process between these two apps?
If there's an error during automation between Odoo CRM and Wati, our platform provides detailed error logs accessible under the 'History' tab. These logs help identify at which step the process failed. Users can also set alerts for immediate troubleshooting guidance.
