Connect Saleshandy and Odoo to Build Intelligent Automations

Choose a Trigger

Saleshandy

When this happens...

Choose an Action

Odoo

Automatically do this!

Ready to use Saleshandy and Odoo 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

Request a new Trigger for Saleshandy

Do thisActions

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

Create Prospect/Add Prospect to Sequence OH HOLD

Create Prospect/Add Prospect to Sequence OH HOLD

create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Update Prospect Status

Update Prospect Status

Change a prospect's status.

Create Lead

Create Lead

Create a new lead in Odoo CRM.

Request a new Action for Saleshandy

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Frequently Asked Questions

How do I start an integration between Saleshandy and Odoo?

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

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

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

How often does the data sync between Saleshandy and Odoo?

The data sync between Saleshandy and Odoo 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 Saleshandy to Odoo?

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 Saleshandy and Odoo?

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

Saleshandy

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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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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