Integrations Odoo Goals by KeepSolid
Odoo + Goals by KeepSolid

Connect Odoo and Goals by KeepSolid to Build Intelligent Automations

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Odoo

When this happens...

Choose an Action

Goals by KeepSolid

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Enable Integrations or automations with these events of Odoo and Goals by KeepSolid

Enable Integrations or automations with these events of Odoo and Goals by KeepSolid

Triggers

New Lead

New Lead

Triggers when a new lead is created.

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Actions

Create Lead

Create Lead

Create a new lead in odoo crm.

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Frequently Asked Questions

How do I start an integration between Odoo and Goals by KeepSolid?

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

Can we customize how data from Odoo is recorded in Goals by KeepSolid?

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

How often does the data sync between Odoo and Goals by KeepSolid?

The data sync between Odoo and Goals by KeepSolid 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 Odoo to Goals by KeepSolid?

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 Odoo and Goals by KeepSolid?

Yes, you can set conditional logic to control the flow of data between Odoo and Goals by KeepSolid. 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.

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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Goals by KeepSolid

About Goals by KeepSolid

Goals by KeepSolid is a goal management platform, where you can set goals, plan strategy, involve your team, and achieve results together.

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