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Connect Ortto to Odoo and automate lead nurturing based on sales data. Latenode’s visual editor and JavaScript support make complex qualification logic easy, plus you pay only for execution time, scaling affordably.
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Ortto
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Create a New Scenario to Connect Ortto and Odoo
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 Ortto, triggered by another scenario, or executed manually (for testing purposes). In most cases, Ortto or Odoo will be your first step. To do this, click "Choose an app," find Ortto or Odoo, and select the appropriate trigger to start the scenario.
Add the Ortto Node
Select the Ortto node from the app selection panel on the right.
Ortto
Add the Odoo Node
Next, click the plus (+) icon on the Ortto node, select Odoo from the list of available apps, and choose the action you need from the list of nodes within Odoo.
Ortto
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Odoo
Authenticate Odoo
Now, click the Odoo node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Odoo settings. Authentication allows you to use Odoo through Latenode.
Configure the Ortto and Odoo 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 Ortto and Odoo 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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Odoo
Trigger on Webhook
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Ortto
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Ortto, Odoo, 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 Ortto and Odoo integration works as expected. Depending on your setup, data should flow between Ortto and Odoo (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Ortto + Odoo + Slack: When a new qualified lead is identified in Ortto, a corresponding CRM Lead is created in Odoo. Subsequently, a notification is sent to the sales team via Slack to alert them of the new lead.
Odoo + Ortto + Mailchimp: Upon adding a new customer in Odoo, the customer's details are then used to create or update a person's profile in Ortto. Finally, the Ortto person is added as a subscriber to a specified Mailchimp audience for targeted email campaigns.
About Ortto
Use Ortto in Latenode to automate personalized marketing campaigns. Trigger emails, SMS, or push notifications based on real-time data from any source. Segment users and update profiles dynamically within Latenode workflows, responding instantly to behavior. Improve engagement by connecting Ortto's segmentation to your Latenode data pipelines.
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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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How can I connect my Ortto account to Odoo using Latenode?
To connect your Ortto account to Odoo on Latenode, follow these steps:
Can I sync new Ortto contacts to Odoo as leads?
Yes, you can! Latenode's visual editor simplifies data mapping, allowing you to automatically create Odoo leads from new Ortto contacts, streamlining your sales process.
What types of tasks can I perform by integrating Ortto with Odoo?
Integrating Ortto with Odoo allows you to perform various tasks, including:
How does Latenode handle data transformations betweem Ortto and Odoo?
Latenode offers flexible data transformation via no-code blocks, JavaScript functions, and AI, ensuring seamless data flow between Ortto and Odoo.
Are there any limitations to the Ortto and Odoo integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: