Connect Instantly and Odoo CRM to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Instantly to Odoo CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Instantly with Odoo CRM - 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 Event" from Instantly.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Instantly 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.
- Campaign
- Event Type
Try ItTriggerInstant- CampaignRequired
- TagRequired
ActionWrite- CampaignRequired
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email addressRequired
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
ActionWrite- Campaign
- Email AddressRequired
ActionWrite
- Email accountsRequired
- TagRequired
ActionWrite- Email or domainRequired
ActionWrite- Tag LabelRequired
- Tag Description
ActionWrite- Email accountsRequired
- TagRequired
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Instantly and Odoo CRM
Add new leads to email campaigns.
When a new lead is added to Odoo CRM, Zapier automatically adds them to a specific email campaign in Instantly. This supports prompt communication with new prospects, streamlining engagement efforts.
Business Owner
Sync lead updates with campaigns.
When a new lead is created in Odoo CRM, Zapier updates the lead's status in Instantly, ensuring consistent data between your CRM and email outreach tool. This eliminates manual updates, improving lead tracking accuracy.
ITTag leads who engage with emails.
When a prospect opens an email or replies in Instantly, Zapier assigns a tag to the corresponding lead in Odoo CRM. This helps the marketing team identify engaged leads for targeted follow-up campaigns.
Marketing & Marketing OpsLearn how to automate Instantly on the Zapier blog
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Instantly + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Instantly and Odoo CRM
How can I set up a trigger in Odoo CRM for my Instantly integration?
To set up a trigger, navigate to the Zapier platform and create a new Zap. Select Odoo CRM as the application and choose an event that should initiate the action, like 'New Lead' or 'Updated Opportunity'. Then, select Instantly as the action app to complete the integration process.
What actions can be performed in Instantly through an Odoo CRM trigger?
With the integration established, actions such as creating or updating contacts and leads in Instantly can be executed. For example, when a new lead is created in Odoo CRM, it can automatically be added to your contact list in Instantly.
Can I update a contact in Instantly when an opportunity is won in Odoo CRM?
Yes, you can create a workflow where winning an opportunity in Odoo CRM triggers an update for that contact’s details in Instantly or move them into a different emailing campaign.
Is it possible to trigger Instantly email campaigns based on activity in Odoo CRM?
Absolutely. You can configure your Zap to start an email campaign whenever there is significant activity such as lead conversion or opportunity closure within your Odoo CRM system.
How do we ensure data mapping between Instantly and Odoo CRM is accurate?
While setting up your Zap, carefully check each step particularly during field mapping. Double-check fields from both applications to ensure customer information aligns correctly between the two platforms.
What should I do if my Zap between Instantly and Odoo isn't working properly?
Try reviewing each step of your Zap setup, ensuring all permissions are correctly granted especially around API connections. If issues persist, consult our troubleshooting guide or reach out for support for further assistance.
Can we automate lead nurturing workflows with this integration?
Yes, by using specific triggers in Odoo like ‘New Lead’ you can automatically start nurture campaigns through Instantly without manual intervention after initial setup.
