Connect Leadinfo and Odoo CRM to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Leadinfo 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 "Lead Bot" from Leadinfo.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Leadinfo 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.
- LeadbotRequired
- ComponentRequired
Try ItTriggerInstant- Share
Triggers when a company is manually shared in the Inbox
Try ItTriggerInstant - New Lead
Triggers on a new lead.
Try ItTriggerPolling
- Lead Gen Form
Triggers when a Lead Gen Form is succesfully submitted.
Try ItTriggerInstant - Trigger
Triggers when a configured trigger inside Leadinfo is matched
Try ItTriggerInstant - Create Lead
Creates a lead.
ActionWrite
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Connect Leadinfo 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 Odoo CRM on the Zapier blog
Frequently Asked Questions about Leadinfo + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Leadinfo and Odoo CRM
What is Leadinfo, and how can it be integrated with Odoo CRM?
Leadinfo is a tool that identifies B2B website visitors and provides valuable company data. It can be integrated with Odoo CRM to streamline the process of lead management. By setting up specific triggers such as 'new website visitor identified,' this integration allows us to automatically create or update contacts in Odoo CRM, ensuring you never miss a potential lead.
How do we handle duplicate entries in Odoo CRM when integrating with Leadinfo?
When integrating Leadinfo with Odoo CRM, our system checks for existing records using specific fields like email or company name as unique identifiers. If a match is found, the existing record is updated instead of creating a duplicate entry. This process ensures data consistency within your CRM.
What triggers are available for integration between Leadinfo and Odoo CRM?
For the integration, triggers such as 'new company identified by Leadinfo' or 'existing contact revisited the website' can be set up. These triggers help automate workflows by pushing relevant information into Odoo CRM for timely follow-up actions.
Are customized fields from Leadinfo synced to Odoo CRM?
Yes, when you integrate Leadinfo with Odoo CRM, customized fields from Leadinfo can be mapped and synced to appropriate fields in Odoo. This allows personalized data insights to flow seamlessly into your sales processes.
How often does synchronization occur between Leadinfo and Odoo CRM?
The synchronization between Leadinfo and Odoo CRM occurs in real time whenever a trigger event takes place. This means new leads or updates are reflected in your CRM almost immediately after identification.
Can we filter leads before they are sent from Leadinfo to Odoo CRM?
Yes, you can apply filters based on criteria such as industry type, company size, or location within our integration settings. This helps ensure only relevant leads are transferred to your Odoo CRM system for further engagement.
What happens if there's an error during the data transfer from Leadinfo to Odoo CRM?
In the event of an error during data transfer, we notify you immediately so corrective actions can be taken. Additionally, error logs provide detailed reports that help troubleshoot any issues efficiently, ensuring smooth continuity of operations.
