Integrate Odoo CRM with Zoom

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and Zoom

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

About Zoom

Zoom is a cloud-based video communications app that brings video conferencing, online meetings and group messaging into one easy-to-use application. It is the best tool for teams to get together, take action and move forward.

Zoom Integrations
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Best Odoo CRM and Zoom Integrations

  • Odoo CRM Integration Zoom Integration

    Odoo CRM + Zoom

    Create Meeting to Zoom from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Zoom Integration Create Meeting
  • Odoo CRM Integration Zoom Integration

    Odoo CRM + Zoom

    Create Registrant to Zoom from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Zoom Integration Create Registrant
  • Odoo CRM Integration Zoom Integration

    Odoo CRM + Zoom

    Create Meeting Registrant to Zoom from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Zoom Integration Create Meeting Registrant
  • Odoo CRM Integration Zoom Integration

    Odoo CRM + Zoom

    Create Meeting Registration Custom Question to Zoom from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Zoom Integration Create Meeting Registration Custom Question
  • Odoo CRM Integration Zoom Integration

    Odoo CRM + Zoom

    Create Meeting to Zoom from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Zoom Integration Create Meeting
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Zoom in easier way

It's easy to connect Odoo CRM + Zoom without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Meeting

    Triggers when a new Meeting or Webinar is created.

  • New Recording

    Triggers when a new Recording is completed for a Meeting or Webinar.

  • New Registrant

    Triggers when a new registrant is added to a Webinar.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Meeting

    Creates a new Zoom Meeting. Note: The meeting options such as join before host, host video, participants video and audio setting would follow the account/user group setting in Zoom web page.

  • Create Meeting Registrant

    Add a new meeting registrant.

  • Create Meeting Registration Custom Question

    Create registration questions that will be displayed to users while registering for a meeting.

  • Create Registrant

    Creates a new webinar registrant.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & Zoom Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoom as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo CRM to Zoom.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and Zoom

Odoo is an open source cloud-based business management suite that has received much praise, being the top rated cloud-based business management software. With Odoo, you can manage your sales, customer service, accounting and inventory. What is more, Odoo is available in over 30 languages and is compatible with most browsers.Odoo is also capable of integrating with other applications. One of its features is integration with Zoom, a video conferencing and screen sharing platform. Zoom is a cloud-based spution that allows users to share content from their computer or mobile devices; all you need is an internet connection. The platform makes it possible to connect with your customers, partners and staff – from anywhere in the world.With this feature, you'll be able to start conference calls directly from the Odoo CRM platform and even share your screen. This allows you to connect with your customers directly while managing your sales!

Integration of Odoo CRM and Zoom makes it possible for companies to benefit from both applications. Here are some of the ways that this integration benefits your company:Real-time customer communicationWith the integration of Odoo CRM and Zoom, you'll be able to start conference calls directly from the Odoo CRM platform. This will enable you to connect with your customers directly while managing your sales! You can talk to each customer through a video call without having to schedule a meeting or call them up separately. Just choose the contact on your list and start the conference call!Increased productivityThis integration also enables you to access the most important data of your business while on the go. With Zoom's mobile and tablet app, you can access customer data while you're on sales calls, entering data into forms or managing your inventory. On top of that, you can easily manage and monitor your inventory from anywhere using the Odoo Inventory app!You can also easily monitor clients' activity by fplowing up on leads and viewing customer information such as invoices, payments and products ordered. All these things can be done using your mobile device or tablet!Improved customer relationshipsZoom enables you to communicate more effectively with your customers which will result in better customer relationships. It will also help you work with customers efficiently as well as increase engagement and satisfaction.Linkedin Integration:Create an outline for a presentation about Linkedin:A. What is LinkedIn?

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  • The process to integrate Odoo CRM and Zoom may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.