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How to connect HighLevel and Odoo
Create a New Scenario to Connect HighLevel 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 HighLevel, triggered by another scenario, or executed manually (for testing purposes). In most cases, HighLevel or Odoo will be your first step. To do this, click "Choose an app," find HighLevel or Odoo, and select the appropriate trigger to start the scenario.
Add the HighLevel Node
Select the HighLevel node from the app selection panel on the right.
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Configure the HighLevel
Click on the HighLevel node to configure it. You can modify the HighLevel 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 HighLevel 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 HighLevel 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 HighLevel 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 HighLevel, 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 HighLevel and Odoo integration works as expected. Depending on your setup, data should flow between HighLevel 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 HighLevel and Odoo
HighLevel + Odoo + QuickBooks: When a new opportunity is created in HighLevel, a new CRM lead is created in Odoo to manage inventory. When the opportunity is won and the deal is closed in HighLevel, an invoice is created in QuickBooks.
Odoo + HighLevel + Slack: When a new CRM lead is created in Odoo, a contact is created in HighLevel. When the CRM lead in Odoo is updated, a SMS is sent via HighLevel to the customer, and a message is sent to a Slack channel.
HighLevel and Odoo integration alternatives
About HighLevel
Use HighLevel with Latenode to automate marketing and sales tasks. Sync leads, trigger follow-ups, and manage campaigns within visual workflows. Connect HighLevel to other apps, enrich data with AI, and scale operations without complex coding. Latenode offers flexible automation at a predictable cost.
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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 HighLevel and Odoo
How can I connect my HighLevel account to Odoo using Latenode?
To connect your HighLevel account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HighLevel and click on "Connect".
- Authenticate your HighLevel and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead creation in Odoo from HighLevel form submissions?
Yes, you can! Latenode’s visual editor makes it easy to trigger Odoo lead creation directly from HighLevel forms, ensuring seamless sales pipeline management. Scale without code!
What types of tasks can I perform by integrating HighLevel with Odoo?
Integrating HighLevel with Odoo allows you to perform various tasks, including:
- Automatically adding new HighLevel contacts to Odoo as leads.
- Updating contact information in Odoo based on HighLevel triggers.
- Creating sales orders in Odoo when deals are won in HighLevel.
- Syncing product or service data between HighLevel and Odoo.
- Sending HighLevel marketing campaigns based on Odoo customer data.
How do I handle errors when data fails to sync between HighLevel and Odoo?
Latenode offers robust error handling, allowing you to configure alerts and retry mechanisms for failed HighLevel and Odoo data syncs.
Are there any limitations to the HighLevel and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require JavaScript knowledge.
- Real-time synchronization depends on API rate limits of both platforms.
- Custom HighLevel or Odoo fields need manual mapping in Latenode.
