Connect Membrain and Odoo to Build Intelligent Automations

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Membrain

When this happens...

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Odoo

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Activity

New Activity

Triggers when a new activity is created.

New Prospect

New Prospect

Triggers when a new Prospect is created.

Prospect Disqualified

Prospect Disqualified

Triggers when a prospect has been disqualified.

Prospect Moved to Stage

Prospect Moved to Stage

Triggers when a prospect is moved to a specific stage.

Sales Project Archives

Sales Project Archives

Triggers when a sales project is archived.

New Sales Project

New Sales Project

Triggers when a new sales project is created.

Do thisActions

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

Create Company

Create Company

Creates a new company

Create Contact

Create Contact

Creates a new contact.

Create Prospect

Create Prospect

Creates a new prospect.

Create Activity

Create Activity

Creates a new activity.

Create Sales Project

Create Sales Project

Create a new sales opportunity in Membrain linked to a company and sales process, assign an owner, and set optional custom fields.

Create Lead

Create Lead

Create a new lead in odoo crm.

Request a new Action for Membrain

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Frequently Asked Questions

How do I start an integration between Membrain and Odoo?

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

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

Absolutely. You can customize how Membrain 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 Membrain and Odoo?

The data sync between Membrain 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 Membrain 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 Membrain and Odoo?

Yes, you can set conditional logic to control the flow of data between Membrain 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.

Membrain

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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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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