Connect ClearCRM and Odoo
Integrate ClearCRM with Odoo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Sales Opportunity in Odoo when Get recent contracts from ClearCRM
Add New Lead to Odoo when Get recent contracts from ClearCRM
Update Contact in Odoo when Get recent contracts from ClearCRM
Get Leads from Odoo when Get recent contracts from ClearCRM
Update Opportunity in Odoo when Get recent contracts from ClearCRM
Popular ClearCRM + Odoo flows
Start from a real workflow other teams are already running.
Choose a trigger
ClearCRM
When this happens...
Get recent contracts
New Customer
New Estimate
New Invoice
Get recent leads
New Payment
New Project
New Proposal
New Ticket
Choose an action
Odoo
Automatically do this!
Create Sales Opportunity
Add New Lead
Update Contact
Get Leads
Update Opportunity
Find Opportunities
Create Contact
Update Lead
Find Contacts
Create Helpdesk Ticket
Mark an Opportunity as Won
Mark Opportunity as Lost
Delete Contact
Delete Opportunity
Delete Lead
Create Sales Opportunity in Odoo when Get recent contracts from ClearCRM
Use this flowAdd New Lead to Odoo when Get recent contracts from ClearCRM
Use this flowUpdate Contact in Odoo when Get recent contracts from ClearCRM
Use this flowGet Leads from Odoo when Get recent contracts from ClearCRM
Use this flowUpdate Opportunity in Odoo when Get recent contracts from ClearCRM
Use this flowFind Opportunities in Odoo when Get recent contracts from ClearCRM
Use this flowCreate Contact in Odoo when Get recent contracts from ClearCRM
Use this flowUpdate Lead in Odoo when Get recent contracts from ClearCRM
Use this flowFind Contacts in Odoo when Get recent contracts from ClearCRM
Use this flowCreate Helpdesk Ticket in Odoo when Get recent contracts from ClearCRM
Use this flowSupported Triggers & Actions
Everything you can automate between ClearCRM and Odoo.
When this happensTriggers
A trigger is an event that starts a workflow.
Get recent contracts
Get contracts added in a recent time window and include each contract's timestamp converted to UTC.
New Customer
Fetch customers added to Clear CRM within the configured schedule window (minutes) and return their records with ISO-formatted creation timestamps.
New Estimate
Retrieve estimates created in Clear CRM within the configured time window and return them with standardized UTC timestamps.
New Invoice
Fetch invoices created within the configured schedule window and return them with ISO-formatted UTC creation timestamps.
Get recent leads
Get leads added in the configured time window and include each lead's added time in UTC.
New Payment
Retrieve payments recorded in Clear CRM within the configured schedule window and return each payment with its UTC timestamp.
Do thisActions
Action is the task that follows automatically within your ClearCRM integrations.
Create Sales Opportunity
Start a new sales opportunity in Odoo to efficiently manage and track potential business deals.
Add New Lead
Generate a new lead in your Odoo CRM system.
Update Contact
Update an existing contact's information and return the updated details.
Get Leads
Retrieve leads from Odoo—search by ID, email, or name, or list leads using filters, sorting, and pagination.
Update Opportunity
Find an opportunity by ID, email, or title, update the selected fields, and return the updated record.
Find Opportunities
Find CRM opportunities using filters or by ID, name, or email and retrieve their details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About ClearCRM
Clear CRM is a comprehensive customer relationship management platform designed to streamline your sales, marketing, and customer support processes. Enhance your business efficiency with powerful tools for managing customer interactions, tracking sales leads, and automating marketing campaigns.
Learn moreSimilar apps
About Odoo
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ClearCRM and Odoo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ClearCRM and Odoo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Odoo. No coding required.
Yes. You can set up a workflow where ClearCRM triggers actions in Odoo, and a separate workflow where Odoo triggers actions in ClearCRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ClearCRM and Odoo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ClearCRM and Odoo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
