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How to connect Instantly and Odoo
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or Odoo will be your first step. To do this, click "Choose an app," find Instantly or Odoo, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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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Save and Activate the Scenario
After configuring Instantly, 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 Instantly and Odoo integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and Odoo
Instantly + Odoo + Slack: When a new lead is captured via Instantly, a corresponding CRM lead is created in Odoo, and a notification is sent to a designated Slack channel to alert the sales team.
Odoo + Instantly + Google Calendar: When a new CRM lead is created in Odoo, schedule a welcome call using Instantly and automatically create an event in Google Calendar to remind you of the meeting.
Instantly and Odoo integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and Odoo
How can I connect my Instantly account to Odoo using Latenode?
To connect your Instantly account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo contacts from Instantly leads?
Yes, you can! Latenode allows real-time synchronization, ensuring Odoo is updated whenever new leads are generated in Instantly. No-code blocks make this seamless.
What types of tasks can I perform by integrating Instantly with Odoo?
Integrating Instantly with Odoo allows you to perform various tasks, including:
- Create Odoo leads from new Instantly prospects.
- Update Odoo contact information based on Instantly data.
- Trigger Instantly campaigns from Odoo sales events.
- Log Instantly outreach activity in Odoo.
- Automate personalized follow-ups via Instantly based on Odoo data.
Can I use JavaScript to customize my Instantly-Odoo workflows?
Yes! Latenode allows JavaScript code to extend standard integrations and handle complex data transformations between Instantly and Odoo.
Are there any limitations to the Instantly and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires valid API credentials for both Instantly and Odoo.
- Complex data transformations might require JavaScript knowledge.
- Rate limits apply based on your Instantly and Odoo subscription plans.
