Connect Odoo and Salesmate to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New or Updated Helpdesk Ticket
Choose an Action
Automatically do this!
Add Note
Create Activity
Create Company
Search User
Create Contact
Create Deal
Update Activity
Update Company
Update Contact
Update Deal
Search Activity
Search Company
Search Contact
Ready to use Odoo and Salesmate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when new lead is created
New or Updated Helpdesk Ticket
Triggers when the ticket in helpdesk is created or updated with a particular status
Do thisActions
Action is the task that follows automatically within your Odoo integrations.
Create Lead
Create a new lead in Odoo CRM.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
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Frequently Asked Questions
To start, connect both your Odoo and Salesmate accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Salesmate (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Salesmate. This includes choosing which data fields go into which fields of Salesmate, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Salesmate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Odoo and Salesmate. 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.
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 MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn More
