Connect Odoo and Keap Max Classic to Build Intelligent Automations

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Odoo

When this happens...

Choose an Action

Keap Max Classic

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Ready to use Odoo and Keap Max Classic automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Runs when new lead is created

New or Updated Helpdesk Ticket

New or Updated Helpdesk Ticket

Triggers when the ticket in helpdesk is created or updated with a particular status

New Contact Created

New Contact Created

Runs when new contact created

New Company Is Added

New Company Is Added

Runs when new company is added

Company Is Updated

Company Is Updated

Runs when company is updated

Request a new Trigger for Odoo

Do thisActions

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

Create Sales Opportunity

Create Sales Opportunity

Start a new sales opportunity in Odoo to efficiently manage and track potential business deals.

Add New Lead

Add New Lead

Generate a new lead in your Odoo CRM system.

Add or Update Contact

Add or Update Contact

Create or update a contact

List Contacts

List Contacts

Retrieve contacts by filters

Create Company

Create Company

Create a company record

Add Note to Contact

Add Note to Contact

Add a note to a contact

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Frequently Asked Questions

How do I start an integration between Odoo and Keap Max Classic?

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

Can we customize how data from Odoo is recorded in Keap Max Classic?

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

How often does the data sync between Odoo and Keap Max Classic?

The data sync between Odoo and Keap Max Classic 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 Keap Max Classic?

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 Keap Max Classic?

Yes, you can set conditional logic to control the flow of data between Odoo and Keap Max Classic. 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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Keap Max Classic

About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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