Odoo + Zapier: How it works

Odoo connects with Zapier to automate ERP workflows and business management processes. Teams use this integration to sync data between Odoo and external apps, create records automatically, and streamline operations across sales, inventory, accounting, and CRM modules, reducing manual data entry across systems.

Explore Odoo integrations on Zapier: https://zapier.com/apps/odoo/integrations

When to use Odoo with Zapier

Data synchronization: Keep Odoo in sync with external CRMs, e-commerce platforms, and business tools.

Record creation automation: Automatically create Odoo records (customers, products, sales orders) when events occur in other apps.

Multi-system workflows: Connect Odoo's various modules (Sales, CRM, Inventory, Accounting) with external specialized tools.

Popular Odoo + Zapier use cases

Create customers from e-commerce orders: When new orders are placed in Shopify or WooCommerce, automatically create customer records in Odoo.

Sync contacts between Odoo and CRMs: Keep contact information synchronized between Odoo and Salesforce, HubSpot, or other CRM systems.

Create sales orders from forms: Turn quote requests submitted via Typeform or Google Forms into Odoo sales orders automatically.

Update inventory from suppliers: When supplier shipment notifications arrive via email, automatically update Odoo inventory levels.

Log invoices in accounting software: Send Odoo invoice data to QuickBooks or Xero for integrated accounting workflows.

Synchronize ERP data across systems: When sales orders are created in Odoo, automatically update inventory teams, notify fulfillment departments, sync with accounting systems, and alert customer success teams.

Getting started

1. Connect your Odoo account to Zapier (requires Odoo Online or self-hosted with API access).

2. Choose a trigger from another app or an Odoo trigger like "New Customer" or "New Sales Order."

3. Select an action in another app or an Odoo action like "Create Contact" or "Create Sales Order."

4. Map the relevant fields between your apps.

5. Test your Zap and activate it.

Triggers and actions

Triggers: Odoo offers triggers for new records across various modules including new customers, new leads, new sales orders, new products, and new invoices.

Actions: Available actions include creating contacts, creating sales orders, creating products, creating invoices, updating records, and finding records across Odoo modules.

FAQs

Which Odoo version does Zapier support? Zapier supports both Odoo Online (SaaS) and self-hosted Odoo installations with API access enabled.

Can I work with custom Odoo modules? Yes, Zapier can work with custom modules and fields in Odoo, though you may need to use custom API requests for advanced customization.

How do I handle multi-company setups? When connecting Odoo to Zapier, you'll select which company's data to work with. Create separate connections for different companies.

Can I update existing records? Yes, use the "Update" actions or "Find or Create" actions to modify existing Odoo records rather than creating duplicates.