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Set up your first integration
Quickly connect Odoo CRM to OpenPhone with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with OpenPhone - 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 "Create or Update Contact" in OpenPhone.
You’re connected!
Zapier seamlessly connects Odoo CRM and OpenPhone, 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 Lead
Triggers on a new lead.
Try ItTriggerPolling - Select Phone NumbersRequired
Try ItTriggerInstant- Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant
- Create Lead
Creates a lead.
ActionWrite - Select Phone NumbersRequired
Try ItTriggerInstant- Phone NumbersRequired
Try ItTriggerInstant- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
ActionWrite
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Frequently Asked Questions about Odoo CRM + OpenPhone integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and OpenPhone
How do I integrate Odoo CRM with OpenPhone?
You can integrate Odoo CRM with OpenPhone by using our automation platform. Start by choosing Odoo CRM as your trigger app and select a trigger event, such as 'New Lead' or 'Updated Contact'. Then, choose OpenPhone as your action app and set an action, like 'Send Text Message' or 'Create Contact'. Complete the mapping of fields to ensure a seamless data transfer.
What triggers can I set up in Odoo CRM for this integration?
In Odoo CRM, you can set up triggers such as 'New Lead', 'Lead Stage Change', 'Contact Updated', and 'Opportunity Won'. These triggers will initiate actions in OpenPhone based on the criteria you've defined.
What actions can be performed in OpenPhone when integrating with Odoo CRM?
When integrating with Odoo CRM, actions you can perform in OpenPhone include 'Send Text Message', 'Create Contact', and 'Log Call'. Link these actions to specific triggers in Odoo CRM to automate communication workflows.
Do I need any coding knowledge to set up the integration between Odoo CRM and OpenPhone?
No coding is required to set up the integration. Our platform offers a user-friendly interface where you can easily select triggers from Odoo CRM and actions for OpenPhone. Just follow the step-by-step process provided.
Can I customize the data that is sent from Odoo CRM to OpenPhone?
Yes, you have full control over which data fields are transferred during an integration. You can define mappings between fields in Odoo CRM and corresponding fields in OpenPhone to ensure accurate data flow.
How often does the integration sync data between Odoo CRM and OpenPhone?
Our integration typically checks for new data every few minutes. Depending on your plan level, this can be adjusted, but real-time sync may not be possible for all plans.
What should I do if my integration between Odoo CRM and OpenPhone stops working?
If your integration stops working, first check if there have been any changes to your account permissions or if there are connection issues between apps. Verify your trigger and action settings. You may also refer to our support resources for troubleshooting guidelines.