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Sync Odoo data to Agile CRM for targeted campaigns using Latenode's visual editor. Enrich customer profiles automatically and use JavaScript for advanced logic. Save costs with pay-by-execution pricing.
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Create a New Scenario to Connect Odoo and Agile CRM
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or Agile CRM will be your first step. To do this, click "Choose an app," find Odoo or Agile CRM, and select the appropriate trigger to start the scenario.
Add the Odoo Node
Select the Odoo node from the app selection panel on the right.
Odoo
Add the Agile CRM Node
Next, click the plus (+) icon on the Odoo node, select Agile CRM from the list of available apps, and choose the action you need from the list of nodes within Agile CRM.
Odoo
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Agile CRM
Authenticate Agile CRM
Now, click the Agile CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Agile CRM settings. Authentication allows you to use Agile CRM through Latenode.
Configure the Odoo and Agile CRM 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 Odoo and Agile CRM Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Agile CRM
Trigger on Webhook
β
Odoo
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Agile CRM, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Odoo and Agile CRM integration works as expected. Depending on your setup, data should flow between Odoo and Agile CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + Agile CRM + Slack: When a new CRM Lead is created in Odoo, a corresponding contact is created in Agile CRM, and a notification is sent to the sales team in Slack.
Agile CRM + Odoo + Mailchimp: When a new contact is created in Agile CRM, it is added to Odoo as a contact, and then added to a marketing list in Mailchimp.
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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About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports β all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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How can I connect my Odoo account to Agile CRM using Latenode?
To connect your Odoo account to Agile CRM on Latenode, follow these steps:
Can I automatically create Agile CRM contacts from new Odoo customers?
Yes! Latenode enables real-time contact sync. Automate contact creation and enrich data using AI for enhanced customer insights and streamlined sales workflows.
What types of tasks can I perform by integrating Odoo with Agile CRM?
Integrating Odoo with Agile CRM allows you to perform various tasks, including:
How does Latenode handle complex data transformations with Odoo?
Latenode offers powerful tools like JavaScript blocks and AI steps to manipulate and transform Odoo data for seamless integration.
Are there any limitations to the Odoo and Agile CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: