Connect CloudTalk and Odoo ERP Self Hosted to unlock the power of automation

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Quickly connect CloudTalk to Odoo ERP Self Hosted with a Zapier template.

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Create or update CloudTalk contacts for new Odoo ERP Self Hosted leads and opportunities
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Odoo ERP Self Hosted + CloudTalk

Create or update CloudTalk contacts for new Odoo ERP Self Hosted leads and opportunities

Details

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Odoo ERP Self Hosted + CloudTalk

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Zapier makes it easy to integrate CloudTalk with Odoo ERP Self Hosted - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Call" from CloudTalk.

Add your action

An action happens after the trigger—such as "Create Calendar Event" in Odoo ERP Self Hosted.

You’re connected!

Zapier seamlessly connects CloudTalk and Odoo ERP Self Hosted, 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 Call
Triggers when call is made via CloudTalk.
Trigger
Instant
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New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
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- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- From Number
  Required
- To Number
  Required
- Message Text
  Required
Action
Write
- Keyword
  Required
Action
Search

- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
Try It

- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_lead_copy
- Database
  Required
Action
Write
- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write

New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
Try It
- Activity ID
  Required
- Acitivity ID postfix
  Required
- Activity title
  Required
- Activity content
  Required
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact ID
  Required
- Contact ID Postfix
  Required
- Contact name
- Contact email
- Contact number
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone Number
  Required
- Email
- Contact Company
- External Link
Action
Write
New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
- Module
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write
- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect CloudTalk and Odoo ERP Self Hosted 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.

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.

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.

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.

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.

Make work flow with AI

Level up your CloudTalk to Odoo ERP Self Hosted integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about CloudTalk + Odoo ERP Self Hosted integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CloudTalk and Odoo ERP Self Hosted

What is CloudTalk's integration with Odoo ERP Self Hosted?

Our integration between CloudTalk and Odoo ERP Self Hosted allows you to streamline communication and data management by synchronizing contacts, orders, and call activities. This enables real-time updates between the two platforms.

How do I set up triggers for calls in CloudTalk with Odoo ERP?

To set up triggers for calls, you'll need to configure specific events in CloudTalk that will push updates or create actions in your Odoo ERP system. This can include creating a trigger when a call is missed or completed, and subsequently updating the customer record in Odoo.

Can I update contact information in my Odoo ERP from CloudTalk interactions?

Yes, you can set up an action where changes in contact details during a call on CloudTalk automatically update the corresponding contact record in your Odoo ERP system.

Is it possible to synchronize order information from my calls into Odoo?

Absolutely, after a call is completed, actions can be created to automatically sync new orders or update existing ones within your Odoo ERP based on the discussions from CloudTalk interactions.

What actions are available for voicemails left in CloudTalk regarding my clients?

With our integration, you can configure actions such as sending voicemail details directly to your client's records in Odoo. This helps maintain accurate communication history without manual effort.

How does synchronization of call logs work between these platforms?

Call logs from CloudTalk can be set to automatically update corresponding customer records or create notes within your Odoo ERP system. This maintains a cohesive log of client interactions across platforms.

Will changes made in my CRM sync back into my calling setup? For example, if I amend contact details.

Yes, any modification to contact details you make within the CRM aspect of Odoo will reflect back into your calling interface on CloudTalk thanks to the integration settings. Keeping both systems updated ensures seamless communication.

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) 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 ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Podio

Project Management

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect CloudTalk and Odoo ERP Self Hosted to unlock the power of automation

Set up your first integration

Create or update CloudTalk contacts for new Odoo ERP Self Hosted leads and opportunities

Create or update CloudTalk contacts for new Odoo ERP Self Hosted leads and opportunities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect CloudTalk and Odoo ERP Self Hosted to integrate crucial parts of your business

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

Make work flow with AI

Frequently Asked Questions about CloudTalk + Odoo ERP Self Hosted integrations

Connect CloudTalk to Odoo ERP Self Hosted on the world's largest no-code automation platform