CloudTalk + Odoo ERP Self Hosted

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

Effortlessly manage your leads and contacts between Odoo ERP Self Hosted and CloudTalk with this powerful automation. When a new lead or opportunity arises in Odoo ERP Self Hosted, it will trigger the creation or updating of a contact in CloudTalk. This seamless connection ensures that your sales team can effectively engage with potential customers, while eliminating manual data entry and keeping your databases up-to-date.

When this happens...
New Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
TriggerPolling
automatically do this!
Create or Update Contact
Creates a new or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Database
Triggers when you add a new database.
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
- ModuleRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It

- Creates Event Copy
- DatabaseRequired
Action
Write
- Creates Note Copy
- DatabaseRequired
Action
Write

- DatabaseRequired
- ModuleRequired
Action
Write
- Creates Todo Copy
- DatabaseRequired
Action
Write
New Call
Triggers when call is made via CloudTalk.
Trigger
Instant
Try It
New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
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- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
Action
Write
- From NumberRequired
- To NumberRequired
- Message TextRequired
Action
Write
- KeywordRequired
Action
Search

- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- Creates Lead Copy
- DatabaseRequired
Action
Write
- Creates Product Copy
- DatabaseRequired
Action
Write
- Creates Task Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write
New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
Try It
- Activity IDRequired
- Acitivity ID postfixRequired
- Activity titleRequired
- Activity contentRequired
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact IDRequired
- Contact ID PostfixRequired
- Contact name
- Contact email
- Contact number
Action
Write
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone numberRequired
- Email
- Contact Company
- External Link
Action
Write
- IDRequired
- ID PostfixRequired
- Contact NameRequired
- Phone NumberRequired
- Email
- Contact Company
- External Link
Action
Write

About CloudTalk

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

Learn more

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.

Related categories

CRM (Customer Relationship Management)

CloudTalk + Odoo ERP Self Hosted

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

Supported triggers and actions

New Database

New Lead/Opportunity

New Note

New Record

New Calendar Todo

Create Calendar Event

Create Note

Create Record

Create Calendar Todo

New Call

New SMS

Create or Update Contact

Send SMS

Find Contact

New Calendar Event

New Module

New Product

New Project Task

New User

Create Lead/Opportunity

Create Product

Create Project Task

Create User

New Contact

Create or Update Activity

Create Contact

Update Contact

About CloudTalk

Related categories

About Odoo ERP Self Hosted

Related categories

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