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How Zapier works
Zapier makes it easy to integrate Odoo CRM with WHMCS - 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 Client" in WHMCS.
You’re connected!
Zapier seamlessly connects Odoo CRM and WHMCS, 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 - Status
Try ItTriggerPolling- ClientRequired
- Create Date
- Due Date
- Item 1 Description
- Item 1 Amount
- Item 1 Taxed
- Tax Rate
- Second Tax Rate
- Payment Method
- Auto Apply Credit
- Notes
- Send Invoice
ActionWrite
- Create Lead
Creates a lead.
ActionWrite - First Name
- Last Name
- Company Name
- Email
- Address
- City
- State
- Postcode
- Country
- Phone Number
- Password
ActionWrite- ClientRequired
- Name
- Email
- DepartmentRequired
- SubjectRequired
- MessageRequired
- Priority
- Don't Send Email
ActionWrite
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Connect Odoo CRM and WHMCS 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
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
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Odoo CRM + WHMCS 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 WHMCS
How do I set up the integration between Odoo CRM and WHMCS?
To set up the integration between Odoo CRM and WHMCS, we provide a step-by-step guide. It involves creating a connection using API keys from both systems. In our platform, you'll select triggers from WHMCS, such as 'New Client' or 'Invoice Paid,' and map these to corresponding actions in Odoo CRM like 'Create Lead' or 'Update Invoice.'
What triggers are available for WHMCS when integrating with Odoo CRM?
When integrating WHMCS with Odoo CRM, you can use triggers such as 'New Client', 'Client Updated', 'Invoice Paid', and 'Service Cancelled'. These allow you to automate processes in Odoo CRM, ensuring your data is always up-to-date.
Can I create custom actions in Odoo CRM based on WHMCS triggers?
Yes, you can create custom actions in Odoo CRM that respond to specific triggers from WHMCS. This requires setting up a custom automation path where you define what each trigger will accomplish within your CRM system.
How do we handle data synchronization between Odoo CRM and WHMCS?
Our integration ensures continuous data synchronization between Odoo CRM and WHMCS. Whenever an event triggers in WHMCS, such as a new client signup or payment received, the corresponding record updates automatically in Odoo CRM.
Are there predefined templates available for typical integrations between these platforms?
We offer several predefined templates to help kickstart your integration setup between WHMCS and Odoo CRM. Templates typically include setups for syncing client data, invoices, and product records using common triggers.
What security measures are included during the integration process?
Security is paramount when integrating systems like Odoo CRM and WHMCS. Our platform uses API keys with secure token exchanges to ensure data is transferred safely. Additionally, encryption protocols are maintained throughout the process.
How can we troubleshoot if the integration between these systems doesn’t work as expected?
If issues arise during integration setup or operation, start by checking connection settings for accuracy of API keys. We also provide logging features where you can review trigger events and generated errors for quick troubleshooting.
