Connect Odoo and SendGrid to Build Intelligent Automations

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Odoo

When this happens...

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SendGrid

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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

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Do thisActions

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

Create Lead

Create Lead

Create a new lead in Odoo CRM.

Create or Update Contact

Create or Update Contact

This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.

Add Recipient to SendGrid

Add Recipient to SendGrid

Add a Recipient to SendGrid List.

Add a Single Recipient to a List

Add a Single Recipient to a List

Adds an existing recipient to a specified SendGrid contact list.

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Frequently Asked Questions

How do I start an integration between Odoo and SendGrid?

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

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

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

How often does the data sync between Odoo and SendGrid?

The data sync between Odoo and SendGrid 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 SendGrid?

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 SendGrid?

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

About SendGrid

SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.

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