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

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Odoo CRM logo
Odoo CRM
Odoo CRM logo
Odoo CRM
1. Choose trigger event
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Sunwise
Sunwise logo
Sunwise
2. Choose action
Odoo CRM logo
1. Select the event
Setup
Test
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Odoo CRM
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 or Update Contact" in Sunwise.

You’re connected!

Zapier seamlessly connects Odoo CRM and Sunwise, 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.

  • Odoo CRM triggers, actions, and search
    New Lead

    Triggers on a new lead.

    Trigger
    Polling
    Try It
  • Sunwise triggers, actions, and search
    New Contact

    Triggers when a contact is create in a Sunwise account.

    Trigger
    Instant
    Try It
  • Sunwise triggers, actions, and search
    Updated Contact

    Triggers when a contact is update.

    Trigger
    Instant
    Try It
    • Contact ID
      Required
    • Project Name
      Required
    • Zip Code
    • Service Number
    Action
    Write
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write
  • Sunwise triggers, actions, and search
    Created Project

    Triggers when a proposal is created in a project.

    Trigger
    Instant
    Try It
    • Name
      Required
    • Last Name
    • Email
    • Telephone
    • Agent
    • Company
    • Contact status
    • Contact origin
    • Status
    • Integration source
    Action
    Write
    • Proposal ID
      Required
    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 Sunwise 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Odoo CRM on the Zapier blog

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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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CRM (Customer Relationship Management)
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About Sunwise
Sunwise is a provider of design and market rates for solar energy panel installations.
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Related categories
Sales & CRM

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