这是indexloc提供的服务，不要输入任何密码
Skip to content
Log inSign up

Connect Portal.io and Odoo CRM to unlock the power of automation

  • No credit card required
  • Free forever for core features
  • 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
Google Logo Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Portal.io with Odoo CRM - no code necessary. See how you can get setup in minutes.

100%
Help
Portal.io logo
Portal.io
Portal.io logo
Portal.io
1. Choose trigger event
Odoo CRM logo
Odoo CRM
Odoo CRM logo
Odoo CRM
2. Choose action
Portal.io logo
1. Select the event
Setup
Test
Portal.io logo
Portal.io
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Update Change Order Status" from Portal.io.

Add your action

An action happens after the trigger—such as "Create Lead" in Odoo CRM.

You’re connected!

Zapier seamlessly connects Portal.io and Odoo CRM, automating your workflow.

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.

    • Proposal Status
    Trigger
    Instant
    Try It
  • Portal.io triggers, actions, and search
    Update Order Status

    Triggers when an order status change.

    Trigger
    Instant
    Try It
    • Proposal Status
    Trigger
    Instant
    Try It
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Portal.io and Odoo 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.

Learn how to automate Odoo CRM on the Zapier blog

Make work flow with AI

Level up your Portal.io to Odoo CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
portalio logo
portalio logo
About Portal.io
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.
Learn moreLearn moreHelpHelp
Related categories
Proposal & Invoice Management
odoo logo
odoo logo
About Odoo CRM
Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Podio integrationsPodio integrations
Podio
Project Management
Odoo ERP Self Hosted integrationsOdoo ERP Self Hosted integrations
Odoo ERP Self Hosted
CRM (Customer Relationship Management)
Airtable integrationsAirtable integrations
Airtable
Databases

Connect Portal.io to Odoo CRM on the world's largest no-code automation platform

Google Logo Sign up with Google