Connect Odoo and Segmetrics to Build Intelligent Automations

Choose a Trigger

Odoo

When this happens...

Choose an Action

Segmetrics

Automatically do this!

Ready to use Odoo and Segmetrics 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

Request a new Trigger for Odoo

Do thisActions

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

Create Lead

Create Lead

Create a new lead in Odoo CRM.

Get Contact by Email

Get Contact by Email

Returns the full customer journey of a single contact by email

Add or Update Contact

Add or Update Contact

Adds a contact to the specified SegMetrics integration.

Add Tag to Contact

Add Tag to Contact

Add Tags to given contact.

Add Purchase to Contact

Add Purchase to Contact

Adds a purchase to the specified SegMetrics integration.

Adds subscription

Adds subscription

Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.

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Frequently Asked Questions

How do I start an integration between Odoo and Segmetrics?

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

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

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

How often does the data sync between Odoo and Segmetrics?

The data sync between Odoo and Segmetrics 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 Segmetrics?

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 Segmetrics?

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

About Segmetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

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