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How to connect Intercom and Odoo
Create a New Scenario to Connect Intercom 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 Intercom, triggered by another scenario, or executed manually (for testing purposes). In most cases, Intercom or Odoo will be your first step. To do this, click "Choose an app," find Intercom or Odoo, and select the appropriate trigger to start the scenario.
Add the Intercom Node
Select the Intercom node from the app selection panel on the right.
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Configure the Intercom
Click on the Intercom node to configure it. You can modify the Intercom 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 Intercom 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 Intercom 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 Intercom 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 Intercom, 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 Intercom and Odoo integration works as expected. Depending on your setup, data should flow between Intercom 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 Intercom and Odoo
Intercom + Odoo + Slack: When a new lead is created in Intercom, a corresponding contact record is automatically created in Odoo. A notification is then sent to the sales team via Slack to alert them of the new lead.
Odoo + Intercom + Mailchimp: When a contact is updated in Odoo, their information is updated in Intercom, triggering a personalized email campaign in Mailchimp.
Intercom and Odoo integration alternatives
About Intercom
Integrate Intercom with Latenode to automate customer support and engagement. Trigger workflows based on Intercom events to update CRMs, send personalized emails, or escalate issues. Latenode’s visual editor and flexible logic let you build custom support automation that adapts to your business needs, without complex coding or per-step fees.
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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 Intercom and Odoo
How can I connect my Intercom account to Odoo using Latenode?
To connect your Intercom account to Odoo on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Intercom and click on "Connect".
- Authenticate your Intercom and Odoo accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo with new Intercom leads?
Yes, you can! Latenode lets you automate data sync using a visual editor. Instantly update Odoo records when new leads engage with Intercom, ensuring accurate sales data.
What types of tasks can I perform by integrating Intercom with Odoo?
Integrating Intercom with Odoo allows you to perform various tasks, including:
- Create new Odoo contacts from Intercom conversations.
- Update contact information in Odoo based on Intercom data.
- Trigger Intercom messages based on Odoo sales activity.
- Send Odoo invoice updates directly through Intercom.
- Log Intercom conversations as notes in Odoo contacts.
How can I use AI to enhance Intercom data within Latenode?
Latenode enables AI enrichment of Intercom data—summarize conversations, analyze sentiment, and automatically tag contacts to improve Odoo data quality.
Are there any limitations to the Intercom and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time data synchronization depends on the APIs of both Intercom and Odoo.
- Complex data transformations might require custom JavaScript code.
- Attachment size limits may apply based on the connected apps' restrictions.
