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How to connect Odoo and Instantly
Create a New Scenario to Connect Odoo and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find Odoo or Instantly, 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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Add the Instantly Node
Next, click the plus (+) icon on the Odoo node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the Odoo and Instantly 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 Instantly 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Odoo, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between Odoo and Instantly (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 Instantly
Instantly + Odoo + Pipedrive: When a new lead is created in Instantly, create a corresponding lead in Odoo, and then add the same lead to Pipedrive.
Instantly + Odoo + Slack: When a new lead is created in Instantly, create a corresponding lead in Odoo, and then send a Slack message to a specified channel to notify the sales team about the new Odoo lead.
Odoo and Instantly 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.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ Odoo and Instantly
How can I connect my Odoo account to Instantly using Latenode?
To connect your Odoo account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Odoo contacts from Instantly leads?
Yes, you can! Latenode allows seamless data synchronization, ensuring your Odoo contacts are always up-to-date with new leads captured in Instantly, improving sales efficiency.
What types of tasks can I perform by integrating Odoo with Instantly?
Integrating Odoo with Instantly allows you to perform various tasks, including:
- Automatically creating new Odoo contacts from Instantly lead data.
- Triggering Instantly email campaigns based on Odoo sales order updates.
- Syncing product information between Odoo and Instantly marketing campaigns.
- Updating Odoo opportunity stages based on Instantly engagement metrics.
- Generating Odoo invoices upon successful Instantly campaign conversions.
How scalable is Odoo integration within Latenode?
Latenode offers robust scalability, handling large data volumes and complex Odoo workflows efficiently, adapting to your growing business needs without performance bottlenecks.
Are there any limitations to the Odoo and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields in Odoo might require JavaScript for full data mapping.
- Real-time data synchronization depends on the API request limits of both apps.
- Initial setup requires basic understanding of Odoo and Instantly data structures.
