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Frequently Asked Questions about Apollo + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Apollo and Odoo CRM
How do I set up an Apollo and Odoo CRM integration?
First, log into your account on the Zapier platform. Navigate to the dashboard and click on 'Create Zap'. Here, you can choose Apollo as your trigger app, then select a specific trigger event like 'New Contact' or 'Updated Opportunity'. Once you've set this, connect your Apollo account and allow permissions. Next, select Odoo CRM as the action app. You may choose actions such as 'Create Record' or 'Update Lead', connect your Odoo CRM account, verify access permissions, and then map the fields accordingly.
What triggers are available when using Apollo with Odoo CRM?
When using Apollo with Odoo CRM through our integration platform, some of the available triggers include: 'New Contact Added', 'Opportunity Updated', and 'Email Opened'. These triggers help activate various automated workflows that interact with Odoo CRM.
Can I update existing contacts in Odoo CRM from Apollo?
Yes, you can update existing contacts in Odoo CRM by setting up an action in our integration service. When a particular event occurs in Apollo—such as a contact being updated—you can use this trigger to initiate an update in your Odoo CRM records automatically.
Are there any limitations on data fields when integrating Apollo with Odoo CRM?
There might be some field-specific limitations depending on the data types supported by each platform. It's essential to ensure that field types in Apollo align with those in Odoo for successful data mapping and operation. You might need to format certain fields correctly during setup.
What actions can be executed in Odoo CRM using an Apollo trigger?
With an appropriate trigger from Apollo—like adding a new lead or updating contact information—actions you can perform in Odoo CRM include creating tasks, updating existing records, or logging new events associated with a client.
Is it possible to automate lead updates between Apollo and Odoo CRM?
Absolutely! We offer functionality that allows you to automate lead updates between the two platforms. For example, when a lead is moved to another stage in Apollo, an automated workflow can update the corresponding lead's status within the Odoo CRM system.
How secure is the data transfer between Apollo and Odoo when integrated?
Data security is paramount. All data transferred between Apollo and Odoo via our platform is encrypted following industry best practices. We utilize secure APIs provided by both platforms ensuring safety during transit.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.