Integrate Odoo Leads to Google Sheets Using Pabbly Connect for Easy Reporting

Learn how to integrate Odoo leads to Google Sheets using Pabbly Connect for seamless reporting. Step-by-step tutorial with detailed instructions. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Odoo and Google Sheets Integration

To begin integrating Odoo leads into Google Sheets, you first need to access Pabbly Connect. This platform allows for seamless automation between applications without any coding skills. Start by navigating to the Pabbly Connect website and signing in to your account.

Once logged in, you can create a new workflow by clicking on the ‘Create Workflow’ button. This is where you will configure the connection between Odoo and Google Sheets. Ensure that you name your workflow appropriately to reflect its purpose, such as ‘Add Leads to Google Sheets for Easy Reporting’.

2. Creating a Webhook Trigger in Pabbly Connect

The next step involves setting up a trigger in Pabbly Connect. Select Odoo as your trigger application and choose the ‘Configure Webhooks’ option. This step is crucial as it allows Pabbly Connect to listen for new leads created in your Odoo account.

• Select Odoo as the trigger application.
• Choose ‘Configure Webhooks’ as the trigger event.
• Copy the generated webhook URL.

After copying the URL, log into your Odoo account, navigate to the CRM section, and create a new automation. This automation will send lead data to the webhook URL whenever a new lead is created.

3. Setting Up Automation in Odoo

In Odoo, access the automation settings to create a new automation that triggers on lead creation. Name this automation as ‘New Lead Created’ and set the trigger to ‘On Create’. This configuration ensures that every time a new lead is added, the data is sent to Pabbly Connect.

Next, add an action to send a webhook notification. Paste the webhook URL you copied earlier from Pabbly Connect. Specify the fields you want to send, such as contact name, email, phone number, and priority.

• Select ‘Send Webhook Notification’ as the action.
• Map the fields you want to send to Pabbly Connect.
• Save the automation in Odoo.

These steps will establish a connection between Odoo and Pabbly Connect, allowing lead data to be captured automatically.

4. Adding Leads to Google Sheets Using Pabbly Connect

Once the Odoo automation is set up, return to Pabbly Connect to add an action step. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event. This step is essential for transferring lead data into your Google Sheets.

Connect your Google Sheets account to Pabbly Connect by clicking on ‘Sign in with Google’. After granting the necessary permissions, choose the spreadsheet and sheet where you want the lead data to be recorded.

Select the spreadsheet titled ‘Leads Details’. Map the lead fields from Odoo to the corresponding columns in Google Sheets. Ensure all required fields are filled before saving.

After mapping the fields, click ‘Save and Send Test Request’. This action will send the lead data to Google Sheets, confirming that the integration between Odoo and Google Sheets via Pabbly Connect is functioning correctly.

5. Conclusion

In this tutorial, we explored how to integrate Odoo leads into Google Sheets using Pabbly Connect. This automation streamlines the reporting process, ensuring that new leads are recorded instantly without manual input. By following these steps, you can enhance your business efficiency and manage leads effectively.

With Pabbly Connect, you can automate many other workflows as well, making it a powerful tool for any business looking to optimize operations.