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Connect Odoo to CloudTalk and streamline your customer communications. Automatically log calls in Odoo from CloudTalk, centralizing data. Latenode’s visual editor and JavaScript nodes allow for custom logic, scaling your automation affordably.
Connect Odoo and CloudTalk in minutes with Latenode.
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Create a New Scenario to Connect Odoo and CloudTalk
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 CloudTalk will be your first step. To do this, click "Choose an app," find Odoo or CloudTalk, 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 CloudTalk Node
Next, click the plus (+) icon on the Odoo node, select CloudTalk from the list of available apps, and choose the action you need from the list of nodes within CloudTalk.
Odoo
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CloudTalk
Authenticate CloudTalk
Now, click the CloudTalk node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your CloudTalk settings. Authentication allows you to use CloudTalk through Latenode.
Configure the Odoo and CloudTalk 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 CloudTalk 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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CloudTalk
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, CloudTalk, 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 CloudTalk integration works as expected. Depending on your setup, data should flow between Odoo and CloudTalk (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Odoo + CloudTalk + Slack: When a new CRM lead is created in Odoo, CloudTalk initiates a call to the customer. After the call, a Slack message is sent to a designated channel confirming the new lead and call attempt.
CloudTalk + Odoo + Zendesk: Upon a missed call in CloudTalk, the system searches for a corresponding contact in Odoo. If a contact is found, a Zendesk support ticket is created and linked to that customer's Odoo record.
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 CloudTalk
Automate CloudTalk call and SMS data within Latenode. Trigger workflows on new calls, messages, or agent status changes. Update CRMs, send alerts, or generate reports automatically. Use Latenode's visual editor and data transformation tools to customize call center automations without complex coding, and scale your workflows efficiently.
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How can I connect my Odoo account to CloudTalk using Latenode?
To connect your Odoo account to CloudTalk on Latenode, follow these steps:
Can I automatically update Odoo based on CloudTalk call outcomes?
Yes, you can! Latenode allows you to create automated workflows that update Odoo records based on call dispositions in CloudTalk, saving time and ensuring data accuracy.
What types of tasks can I perform by integrating Odoo with CloudTalk?
Integrating Odoo with CloudTalk allows you to perform various tasks, including:
Howsecureisdata transferbetweenOdooandCloudTalkonLatenode?
Latenode employs encryption and secure protocols to ensure data is safely transferred between Odoo and CloudTalk, protecting your sensitive information.
Are there any limitations to the Odoo and CloudTalk integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: