An automated workflow using integromat
Connects Pipedrive + Odoo
Add new Pipedrive CRM deals to Odoo CRM
About this workflow template
This automation scenario allows you to connect Pipedrive and Odoo
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Pipedrive and Odoo can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Deals in Pipedrive
Triggers when a new deal is added or updated.
Then this action happens in Odoo
Create a Lead in Odoo
Creates a new lead.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Pipedrive CRM deals to Odoo CRM.
Part I
Configure Applications
First, we need to connect Pipedrive and Odoo to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Connect Odoo to Make.com.
Give Make.com access to your Odoo account, using Odoo credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Pipedrive
Choose the following trigger: Watch Deals (Triggers when a new deal is added or updated.).
Then set up an Action for Odoo
Choose this action: Create a Lead (Creates a new lead.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and Odoo.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Pipedrive CRM deals to Odoo CRM!
Related Automation Templates
Supported triggers and actions
New deal
Triggers when a new deal is created.
triggerbyzapierautomateiopabbly-connectpipedreamiftttalbatoNew person
Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal matches a Pipedrive filter.
triggerbyzapierUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
Triggers when an existing deal is updated.
triggerbyzapierautomateiopabbly-connectpipedream
Create lead
Creates a lead.
actionbyzapierCreate a lead
Creates a new lead.
actionbyintegromatDelete a lead
Deletes a Lead.
actionbyintegromatGet a lead
Gets a single lead by ID.
actionbyintegromatMake an api call
Performs an arbitary authorized API call.
actionbyintegromatUpdate a lead
Updates a lead.
actionbyintegromat
Apps you need
Pipedrive alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
