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Sync leads and customer data between Odoo and Close CRM to avoid manual entry and data silos. Latenode’s visual editor allows for custom field mapping and logic using JavaScript, while affordable pricing scales with your business.
Connect Odoo and Close CRM in minutes with Latenode.
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Create a New Scenario to Connect Odoo and Close CRM
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 Close CRM will be your first step. To do this, click "Choose an app," find Odoo or Close 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 Close CRM Node
Next, click the plus (+) icon on the Odoo node, select Close CRM from the list of available apps, and choose the action you need from the list of nodes within Close CRM.
Odoo
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Close CRM
Authenticate Close CRM
Now, click the Close CRM node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Close CRM settings. Authentication allows you to use Close CRM through Latenode.
Configure the Odoo and Close 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 Close 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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Close CRM
Trigger on Webhook
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Odoo
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Odoo, Close CRM, 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 Close CRM integration works as expected. Depending on your setup, data should flow between Odoo and Close CRM (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + Close CRM + Google Sheets: When a new customer is created in Odoo, a corresponding lead is created in Close CRM. The interaction is then logged in Google Sheets for tracking and analysis.
Close CRM + Odoo + Slack: When a deal is closed in Close CRM, a notification is sent to a designated Slack channel, alerting the Odoo team to initiate order fulfillment. This ensures timely processing of successful sales.
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 Close CRM
Automate Close CRM tasks in Latenode to streamline sales processes. Automatically update deals, create tasks, or trigger follow-ups based on custom events. Integrate Close CRM with other apps like Slack or Google Sheets to centralize your data and communication flows using Latenode’s visual editor and flexible logic.
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How can I connect my Odoo account to Close CRM using Latenode?
To connect your Odoo account to Close CRM on Latenode, follow these steps:
Can I sync new Odoo customers to Close CRM?
Yes, you can! Latenode lets you automatically sync Odoo customers to Close CRM, ensuring seamless data flow and eliminating manual entry. Enjoy up-to-date contact info for your sales team.
What types of tasks can I perform by integrating Odoo with Close CRM?
Integrating Odoo with Close CRM allows you to perform various tasks, including:
How can I handle complex data transformations between Odoo and Close CRM?
Latenode’s low-code environment lets you use JavaScript for advanced data mapping. Easily handle complex transformations and ensure data accuracy.
Are there any limitations to the Odoo and Close CRM integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: