Connect Odoo ERP Self Hosted and Perfex CRM to unlock the power of automation

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Quickly connect Odoo ERP Self Hosted to Perfex CRM with a Zapier template.

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Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM
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Perfex CRM + Odoo ERP Self Hosted

Create new records in Odoo ERP Self Hosted for every new invoice in Perfex CRM

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Perfex CRM + Odoo ERP Self Hosted

How Zapier works

Zapier makes it easy to integrate Odoo ERP Self Hosted with Perfex CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Odoo ERP Self Hosted

A trigger is an event that starts your Zap and runs the workflow. For example, with Odoo ERP Self Hosted, a trigger could be "New Database."

A trigger is the event that kicks off your automated workflow.

Setup an action from Perfex CRM

An action is what takes place after the automation is triggered. For example, with Perfex CRM, the action could be "Create Timesheet."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Odoo ERP Self Hosted to Perfex CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Odoo ERP Self Hosted to Perfex CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Odoo ERP Self Hosted + Perfex CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo ERP Self Hosted and Perfex CRM

What is required to set up the integration between Odoo ERP Self Hosted and Perfex CRM?

To set up the integration, you'll need both an Odoo ERP Self Hosted account and a Perfex CRM account with administrative access. This allows you to create necessary triggers and actions through our platform. Make sure that your Odoo instance is properly configured to allow API connections.

How can I sync customer data between Odoo ERP and Perfex CRM?

You can sync customer data by setting up a workflow where creating or updating a contact in Odoo triggers an action that either creates or updates the corresponding contact in Perfex CRM. We support customization of data fields during this transfer process.

Can invoices generated in Odoo be automatically reflected in Perfex CRM?

Yes, invoices generated in Odoo can trigger an action to create corresponding invoice records with matching details in Perfex CRM. Ensure you have mapped the required invoice fields between both systems for a seamless experience.

Is it possible to track project status changes from Perfex CRM within Odoo?

Absolutely, if there's a status change in any project within Perfex CRM, it can trigger updates to relevant projects or tasks within your Odoo environment, maintaining consistent project tracking across both platforms.

What kind of custom triggers can I set up for inventory management between these platforms?

You have the flexibility to set triggers based on changes in inventory levels recorded within Odoo, which then prompt actions like notifications or updates to corresponding stock management records in Perfex CRM.

How often will data be updated between Odoo ERP and Perfex CRM after setting up the integration?

Data synchronization frequency can be customized according to your needs, ranging from real-time updates upon every trigger event to specific scheduled sync times.

Are there any limitations on the type of data that can be transferred between the two platforms?

Generally, most standard data types such as text, numbers, and dates are supported for transfer. However, certain custom objects or complex relational data may require additional configuration for proper mapping during integration setup.

Connect Odoo ERP Self Hosted and Perfex CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

New Database
Triggers when you add a new database.
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
Try It
- Database
  Required
- Module
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It

- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write

- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write
New Contract
Triggers when a new contract created.
Trigger
Polling
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New Estimate
Triggers when a new estimate is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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- Task Id
  Required
- Start Time
  Required
- End Time
- Staff Id
- Hourly Rate
- Note
Action
Write
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Write
- Source
  Required
- Status
  Required
- Name
  Required
- Assigned
- Client ID
- Tags
- Contact
- Title
- Email
- Website
- Phone Number
- company
  Required
- Address
- City
- State
- Country
- Default Language
- Description
- Custom Contact Date
- Contacted Today
- Is Public
Action
Write
- Subject
  Required
- Related Type
  Required
- Related ID
  Required
- Proposal To
  Required
- Invoice Date
  Required
- Open Till Date
- Currency
  Required
- Email
- Discount Type
- Status
  Required
- Assigned
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
Action
Write
- Subject
  Required
- Department
  Required
- Contact Id
  Required
- User Id
  Required
- Project Id
- Ticket Message
- service
- Assigned
- CC
- Priority
- Tags
Action
Write
- Contact Id
  Required
Action
Search

- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_lead_copy
- Database
  Required
Action
Write
- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write
New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
- Contact Id
  Required
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
- Subject
  Required
- Date Start
  Required
- Client Id
  Required
- Date End
- Contract Type
- Contract Value
- Description
- Content
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Allowed Payment Modes
- Billing Street
- Subtotal
  Required
- Total
  Required
Action
Write
- Name
  Required
- Related Type
  Required
- Customer Id
  Required
- Billing Type
  Required
- Start Date
  Required
- Status
  Required
- Progress From Tasks
- Project Cost
- Progress
- Project Rate Per Hour
- Estimated Hours
- Project Members
- Deadline Date
- Tags
- Description
Action
Write
- Name
  Required
- Start Date
  Required
- Is Public
- Billable?
- Hourly Rate
- Milestone
- DueDate
- Priority
- Repeat Every
- Cycles
- Related Type
  Required
- Related ID
  Required
- Tags
- Description
Action
Write
- Customer Id
  Required
- Invoice Number
  Required
- Invoice Date
  Required
- Due Date
- Currency
  Required
- Item Id
  Required
- Item Related Id
  Required
- Relation Type
  Required
- Item Description
  Required
- Item Long Descrption
  Required
- Item Quantity
  Required
- Item Rate
  Required
- Item Units
  Required
- Subtotal
  Required
- Total
  Required
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping State
- Shipping Zip
- Shipping Country
- Tags
- Status
  Required
- Reference No
- Sale Agent
- Admin Note
- Client Note
- Terms
Action
Write
- Contact Id
  Required
- company
  Required
- Vat
- Phone Number
- Website
- Address
- City
- State
- Zip
- Country
- Partnership Type
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
Action
Search or write

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

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