Connect Crisp and Odoo to Build Intelligent Automations

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Crisp

When this happens...

Choose an Action

Odoo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created.

Request a new Trigger for Crisp

Do thisActions

Action is the task that follows automatically within your Crisp integrations.

Send Note Message

Send Note Message

Send a note message in a conversation.

Create Conversation

Create Conversation

Creates a conversation.

Change Conversation State

Change Conversation State

Update the state of a conversation.

Search for a Profile

Search for a Profile

Search Crisp people profile using an email address.

Add Segments to Conversation

Add Segments to Conversation

Add segments to a conversation.

Send Text Message

Send Text Message

Send a text message to a user.

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Frequently Asked Questions

How do I start an integration between Crisp and Odoo?

To start, connect both your Crisp and Odoo accounts to viaSocket. Once connected, you can set up a workflow where an event in Crisp triggers actions in Odoo (or vice versa).

Can we customize how data from Crisp is recorded in Odoo?

Absolutely. You can customize how Crisp data is recorded in Odoo. This includes choosing which data fields go into which fields of Odoo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Crisp and Odoo?

The data sync between Crisp and Odoo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Crisp to Odoo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Crisp and Odoo?

Yes, you can set conditional logic to control the flow of data between Crisp and Odoo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Crisp

About Crisp

Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform

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Odoo

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.

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