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Dialpad
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Dialpad
1. Choose trigger event
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Odoo CRM
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Odoo CRM
2. Choose action
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1. Select the event
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Dialpad
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Call State Changed" from Dialpad.

Add your action

An action happens after the trigger—such as "Create Lead" in Odoo CRM.

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Zapier seamlessly connects Dialpad and Odoo CRM, 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.

    • Call States
      Required
    Trigger
    Instant
    Try It
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Odoo CRM triggers, actions, and search
    New Lead

    Triggers on a new lead.

    Trigger
    Polling
    Try It
    • SMS direction
      Required
    Trigger
    Instant
    Try It
  • Dialpad triggers, actions, and search
    Create and Optionally Assign Contact in Dialpad

    This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.

    Action
    Write
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write

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Connect Dialpad and Odoo CRM 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.
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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.
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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 Dialpad on the Zapier blog

Learn how to automate Odoo CRM on the Zapier blog

Make work flow with AI

Level up your Dialpad to Odoo CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Dialpad + Odoo CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Dialpad and Odoo CRM

How can I set up an integration between Dialpad and Odoo CRM?

Integration between Dialpad and Odoo CRM is set up through a series of triggers and actions. Initially, you need to create a Zap where you select Dialpad as your trigger app and Odoo CRM as your action app. It's necessary to connect both accounts to our platform, authorize them, and then define what triggers the actions. For instance, a new call in Dialpad can trigger the creation of a new lead in Odoo CRM.

What are common triggers in Dialpad for integration with Odoo CRM?

Common triggers in Dialpad for integration with Odoo CRM include events like receiving a new call or voicemail, creating a call summary or contact, or updating user status. Each of these triggers can be linked to actions such as creating or updating records in Odoo CRM.

What actions can be performed in Odoo CRM based on Dialpad triggers?

Based on certain triggers from Dialpad, you can perform various actions in Odoo CRM including creating a new contact or lead, updating existing records like contacts or opportunities, and even logging communication histories tied to specific customer profiles.

Is it possible to log calls from Dialpad into Odoo automatically? How?

Yes, calls from Dialpad can be logged automatically into Odoo. This is achieved by setting up a workflow where the 'New Call' event in Dialpad acts as a trigger to create an activity log entry related to the respective contact within the Odoo platform.

Does integrating Dialpad with Odoo require technical expertise?

Integrating Dialpad with Odoo doesn’t necessarily require advanced technical expertise due to our intuitive interface. The setup involves selecting the right triggers and actions that suit your business workflow. However, some familiarity with both platforms could facilitate smoother configuration when customizing more complex workflows.

Can I update existing contacts in Odoo using data from calls received on Dialpad?

Yes, you can update existing contacts in Odoo using data from calls received on Dialpad. By setting up specific workflows that treat updates as actions following dialer events (like missed calls), information gathered from these calls can be injected directly into the relevant contact profiles within the system.

Are there any limitations on data transfer between Dialpad and Odoo during integration?

During integration between Dialpad and Odoo through our platform, limitations may exist concerning data volume per action if API limits imposed by either application are reached. We recommend being aware of these potential constraints if dealing with high volumes of simultaneous transactions.

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About Dialpad
Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.
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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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