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Set up your first integration
Quickly connect Odoo CRM to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with Pipedrive - 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 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.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling
- Create Lead
Creates a lead.
ActionWrite - New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling
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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 OpsSync 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 OpsLearn how to automate Odoo CRM on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
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.