Odoo and ClickMeeting Integration

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Automatically register ClickMeeting attendees as new leads in Odoo and track their webinar engagement. Latenode's visual editor makes complex lead nurturing simple. Plus, pay only for the execution time your automation uses.

Swap Apps

Odoo

ClickMeeting

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Odoo and ClickMeeting

Create a New Scenario to Connect Odoo and ClickMeeting

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 Odoo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Odoo or ClickMeeting will be your first step. To do this, click "Choose an app," find Odoo or ClickMeeting, 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.

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Odoo

Configure the Odoo

Click on the Odoo node to configure it. You can modify the Odoo URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Odoo

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Connect Odoo

Sign In

Run node once

Add the ClickMeeting Node

Next, click the plus (+) icon on the Odoo node, select ClickMeeting from the list of available apps, and choose the action you need from the list of nodes within ClickMeeting.

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Odoo

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ClickMeeting

Authenticate ClickMeeting

Now, click the ClickMeeting node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ClickMeeting settings. Authentication allows you to use ClickMeeting through Latenode.

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ClickMeeting

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Connect ClickMeeting

Sign In

Run node once

Configure the Odoo and ClickMeeting Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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ClickMeeting Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Odoo and ClickMeeting 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 Odoo, ClickMeeting, 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 Odoo and ClickMeeting integration works as expected. Depending on your setup, data should flow between Odoo and ClickMeeting (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Odoo and ClickMeeting

Odoo + ClickMeeting + Slack: When a new CRM Lead is created in Odoo, a new conference is scheduled in ClickMeeting. Then, a message is sent to a Slack channel to announce the webinar.

ClickMeeting + Odoo + Zoom: When a ClickMeeting event ends, a Zoom meeting is created. The Zoom meeting details are then added to a Contact in Odoo.

Odoo and ClickMeeting integration alternatives

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.

About ClickMeeting

Automate ClickMeeting tasks within Latenode. Trigger webinars based on CRM data or user actions. Sync attendee info to databases, send follow-ups, and analyze engagement, all without manual work. Latenode adds flexibility via custom logic and AI, going beyond basic scheduling for smarter event workflows.

See how Latenode works

FAQ Odoo and ClickMeeting

How can I connect my Odoo account to ClickMeeting using Latenode?

To connect your Odoo account to ClickMeeting on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Odoo and click on "Connect".
  • Authenticate your Odoo and ClickMeeting accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automate webinar follow-ups in Odoo from ClickMeeting?

Yes, easily! Latenode’s visual editor enables seamless automation, triggering personalized Odoo actions based on ClickMeeting webinar activity. Boost engagement effortlessly.

What types of tasks can I perform by integrating Odoo with ClickMeeting?

Integrating Odoo with ClickMeeting allows you to perform various tasks, including:

  • Automatically creating Odoo leads from ClickMeeting webinar attendees.
  • Updating Odoo contact information based on ClickMeeting registration data.
  • Sending Odoo invoices after a ClickMeeting product demo.
  • Triggering email campaigns in Odoo based on ClickMeeting webinar engagement.
  • Logging ClickMeeting participation as activities within Odoo contacts.

How can I use JavaScript within my Odoo and ClickMeeting Latenode workflows?

Latenode allows you to embed JavaScript code directly into your workflows for custom data transformations and advanced logic between Odoo and ClickMeeting.

Are there any limitations to the Odoo and ClickMeeting integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Real-time data synchronization depends on the APIs' update frequency.
  • Complex data transformations might require custom JavaScript coding.
  • Advanced reporting requires custom configuration within Latenode.

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