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How Zapier works
Zapier makes it easy to integrate Odoo CRM with Upscale - 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 "Save Account" in Upscale.
You’re connected!
Zapier seamlessly connects Odoo CRM and Upscale, 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 LeadTriggers on a new lead. Try ItTriggerPolling
- Account CreatedTriggers when a new Account is created. Try ItTriggerInstant
- Opportunity CreatedTriggers when a new Opportunity is created. Try ItTriggerInstant
- Prospect CreatedTriggers when a new prospect is created in Upscale. Try ItTriggerInstant
- Create LeadCreates a lead. ActionWrite
- Account UpdatedTriggers when an Account is updated. Try ItTriggerInstant
- Opportunity UpdatedTriggers when an Opportunity is updated. Try ItTriggerInstant
- Prospect Opted OutTriggers when a prospect opts out from all types of communication. Try ItTriggerInstant
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