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How to connect Close CRM and Odoo
Create a New Scenario to Connect Close CRM 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 Close CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Close CRM or Odoo will be your first step. To do this, click "Choose an app," find Close CRM or Odoo, and select the appropriate trigger to start the scenario.
Add the Close CRM Node
Select the Close CRM node from the app selection panel on the right.
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Configure the Close CRM
Click on the Close CRM node to configure it. You can modify the Close CRM 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 Close CRM 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 Close CRM 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 Close CRM 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 Close CRM, 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 Close CRM and Odoo integration works as expected. Depending on your setup, data should flow between Close CRM 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 Close CRM and Odoo
Close CRM + Odoo + Slack: When a lead's status changes in Close CRM, update the corresponding customer record in Odoo. Then, send a congratulatory message to a specified Slack channel.
Odoo + Close CRM + Google Sheets: When a new CRM lead is created in Odoo, create a corresponding lead in Close CRM and add the lead information to a Google Sheet for tracking.
Close CRM and Odoo integration alternatives
About Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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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 Close CRM and Odoo
How can I connect my Close CRM account to Odoo using Latenode?
To connect your Close CRM account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Close CRM and click on "Connect".
- Authenticate your Close CRM and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo invoices from won Close CRM opportunities?
Yes, you can! Latenode's visual editor makes it easy to automate invoice creation. This eliminates manual data entry and ensures accurate, timely billing.
What types of tasks can I perform by integrating Close CRM with Odoo?
Integrating Close CRM with Odoo allows you to perform various tasks, including:
- Create new Odoo contacts from new leads in Close CRM.
- Update opportunity stages in Close CRM based on Odoo sales orders.
- Synchronize product information between Close CRM and Odoo.
- Generate Close CRM tasks based on Odoo inventory levels.
- Send Close CRM notifications for new Odoo customer sign-ups.
How do I handle custom fields in Close CRM when syncing with Odoo?
Latenode's flexible data mapping allows you to sync any custom field between Close CRM and Odoo using expressions or JavaScript code.
Are there any limitations to the Close CRM and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Real-time synchronization is subject to API rate limits of both platforms.
- Historical data migration requires manual configuration.
