Connect Odoo CRM and Smartsheet to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Odoo CRM with Smartsheet - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Create Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects Odoo CRM and Smartsheet, 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.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - Get Reports
[PRIVATE] Generates report list for dropdown.
Try ItTriggerPolling - Choose a SheetRequired
Try ItTriggerPolling- Select a ReportRequired
Try ItTriggerPolling
- Create Lead
Creates a lead.
ActionWrite - Choose a SheetRequired
Try ItTriggerPolling- Choose a SheetRequired
Try ItTriggerPolling- Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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 Odoo CRM and Smartsheet 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Odoo CRM on the Zapier blog
Learn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about Odoo CRM + Smartsheet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Smartsheet
How can I integrate Odoo CRM with Smartsheet?
We offer integration between Odoo CRM and Smartsheet through various automation platforms that allow you to connect both tools efficiently. You can set up triggers in Odoo CRM, such as a new lead being created, to automatically create a task or update a row in Smartsheet.
What types of triggers and actions are available for the Odoo CRM and Smartsheet integration?
The integration allows you to set triggers in Odoo CRM, such as when a new contact is added or an opportunity stage is changed. Corresponding actions in Smartsheet can be automated, like adding a new row or updating existing information.
Is it possible to update records in Odoo CRM based on changes made in Smartsheet?
Yes, the integration supports two-way synchronization. For example, when information is updated in Smartsheet, such as changing project details or statuses, these updates can reflect back into your records within Odoo CRM.
Do I need technical skills to set up the integration between Odoo CRM and Smartsheet?
Our integration tools are designed to be user-friendly with a no-code interface suitable for users without technical expertise. You'll typically follow guided steps to select triggers and actions without any programming knowledge needed.
Can I filter what data gets synced between Odoo CRM and Smartsheet?
Yes, you have the ability to set conditions or filters so that only specific data or certain changes trigger actions across your systems. This helps manage what information is passed between Odoo CRM and Smartsheet efficiently.
How often does the data sync between Odoo CRM and Smartsheet once integrated?
Data synchronization frequency depends on the plan you choose with our service provider. Generally, data syncs can occur instantly upon trigger events but can also be scheduled at regular intervals depending on your needs.
Are there limitations on the types of fields that can be mapped between Odoo CRM and Smartsheet?
Most standard fields can be mapped easily across both platforms during setup. However, certain custom field types may require additional configuration depending on complexity and compatibility.
