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How to connect Calendly and Odoo
Create a New Scenario to Connect Calendly and Odoo
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Calendly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Calendly or Odoo will be your first step. To do this, click "Choose an app," find Calendly or Odoo, and select the appropriate trigger to start the scenario.
Add the Calendly Node
Select the Calendly node from the app selection panel on the right.
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Configure the Calendly
Click on the Calendly node to configure it. You can modify the Calendly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Odoo Node
Next, click the plus (+) icon on the Calendly node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
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Authenticate Odoo
Now, click the Odoo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Odoo settings. Authentication allows you to use Odoo through Latenode.
Configure the Calendly and Odoo Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Calendly and Odoo Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Odoo
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Calendly, Odoo, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Calendly and Odoo integration works as expected. Depending on your setup, data should flow between Calendly and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Calendly and Odoo
Calendly + Odoo + Slack: When a new meeting is booked in Calendly, a new lead is created in Odoo. A notification is then sent to a designated Slack channel to inform the sales team about the new lead.
Odoo + Calendly + Google Meet: When a new opportunity (CRM Lead) is created in Odoo, a Calendly meeting is scheduled. Upon scheduling in Calendly, a Google Meet link is generated and attached to the Calendly invite.
Calendly and Odoo integration alternatives
About Calendly
Automate meeting scheduling with Calendly in Latenode. Trigger workflows based on new bookings or cancellations. Automatically update CRMs, send personalized follow-ups, or manage team calendars, freeing up valuable time. Latenode adds flexible logic and integrations Calendly lacks, all visually and affordably.
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About Odoo
Automate Odoo tasks like creating invoices or updating inventory based on triggers from other apps. Latenode lets you connect Odoo to your workflows without code, adding logic and routing data as needed. Integrate Odoo with marketing tools, payment gateways, or CRMs for streamlined processes using Latenode's visual, scalable platform.
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See how Latenode works
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FAQ Calendly and Odoo
How can I connect my Calendly account to Odoo using Latenode?
To connect your Calendly account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Calendly and click on "Connect".
- Authenticate your Calendly and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo leads from Calendly bookings?
Yes, Latenode lets you automate lead creation in Odoo from Calendly. Use our visual editor to map Calendly event details to Odoo lead fields, saving your sales team valuable time with zero coding.
What types of tasks can I perform by integrating Calendly with Odoo?
Integrating Calendly with Odoo allows you to perform various tasks, including:
- Create a new Odoo contact when a Calendly event is scheduled.
- Update an existing Odoo contact with Calendly event information.
- Generate an Odoo sales order after a Calendly consultation.
- Send automated reminders via Odoo based on Calendly events.
- Track Calendly bookings as activities within Odoo contacts.
How do I handle cancellations in Calendly to update Odoo records?
Use Latenode's branching logic to trigger Odoo record updates upon Calendly cancellation. Our visual editor simplifies complex automation workflows, reducing manual data entry.
Are there any limitations to the Calendly and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Odoo customizations may require custom JavaScript code.
- Latenode relies on the APIs exposed by Calendly and Odoo.
- Initial data mapping requires manual configuration.
