[email protected]
Discord
LinkedIn
Facebook
Instagram
Youtube
.svg){kind=icon}
Reddit
How to connect Odoo and Pipedrive
Create a New Scenario to Connect Odoo and Pipedrive
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 Pipedrive will be your first step. To do this, click "Choose an app," find Odoo or Pipedrive, 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.
+
1
Odoo
Add the Pipedrive Node
Next, click the plus (+) icon on the Odoo node, select Pipedrive from the list of available apps, and choose the action you need from the list of nodes within Pipedrive.
1
Odoo
⚙
+
2
Pipedrive
Authenticate Pipedrive
Now, click the Pipedrive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipedrive settings. Authentication allows you to use Pipedrive through Latenode.
Configure the Odoo and Pipedrive 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 Pipedrive 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.
5
JavaScript
⚙
6
AI Anthropic Claude 3
⚙
+
7
Pipedrive
1
Trigger on Webhook
⚙
2
Odoo
⚙
⚙
3
Iterator
⚙
+
4
Webhook response
Save and Activate the Scenario
After configuring Odoo, Pipedrive, 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 Pipedrive integration works as expected. Depending on your setup, data should flow between Odoo and Pipedrive (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 Pipedrive
Pipedrive + Slack: When a new deal is created in Pipedrive, a notification is sent to a specified Slack channel to inform the sales team.
Pipedrive + Odoo + Google Sheets: When a deal is updated in Pipedrive, the corresponding Odoo CRM lead is updated. Additionally, the deal information is logged in a Google Sheet for reporting purposes.
Odoo and Pipedrive 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.
Similar apps
Related categories
About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
Similar apps
Related categories
See how Latenode works
.svg)
.png)
FAQ Odoo and Pipedrive
How can I connect my Odoo account to Pipedrive using Latenode?
To connect your Odoo account to Pipedrive 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 Pipedrive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Odoo invoices from new Pipedrive deals?
Yes, you can! Latenode allows you to build a workflow that triggers invoice creation in Odoo whenever a deal reaches a specific stage in Pipedrive. Enjoy seamless financial process automation.
What types of tasks can I perform by integrating Odoo with Pipedrive?
Integrating Odoo with Pipedrive allows you to perform various tasks, including:
- Create Odoo contacts from new Pipedrive leads automatically.
- Update Pipedrive deals when a sales order is created in Odoo.
- Synchronize product information between Odoo and Pipedrive.
- Trigger email notifications for new Odoo invoices from Pipedrive.
- Generate reports combining sales data from both Odoo and Pipedrive.
How can I use JavaScript with the Odoo and Pipedrive Latenode integration?
You can use JavaScript code blocks to transform data, create custom logic, and extend the Odoo and Pipedrive integration capabilities beyond standard options.
Are there any limitations to the Odoo and Pipedrive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Real-time synchronization depends on the API rate limits of Odoo and Pipedrive.
- Custom field mappings may require manual configuration and testing.
