Odoo and Close CRM Integration

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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.

Swap Apps

Odoo

Close CRM

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Odoo and Close CRM

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.

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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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Connect Odoo

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Run node once

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.

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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.

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Run node once

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.

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Close CRM Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the Odoo and Close CRM 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, 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.

Most powerful ways to connect Odoo and Close CRM

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.

Odoo and Close CRM 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 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.

See how Latenode works

FAQ Odoo and Close CRM

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:

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

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:

  • Creating new Close CRM leads from Odoo sales orders.
  • Updating Odoo customer details based on Close CRM activity.
  • Automatically generating Odoo invoices when deals close in Close CRM.
  • Syncing product information between Odoo and Close CRM.
  • Triggering email sequences in Close CRM based on Odoo events.

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:

  • Initial data migration between the two systems needs manual setup.
  • Real-time sync depends on API availability and rate limits of both apps.
  • Custom field mapping requires familiarity with Odoo and Close CRM data structures.

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