crm.lead records.
Where
Integrations→Integrations→Apps & CRM
Your role needs
Read access to Apps & CRM
read-integrations. Admin, Member and Viewer have it by default.To create or change
create-integrations to add one, update-integrations to change one, on top of the permission above.If you cannot find this in your sidebar, your workspace may have a custom menu configuration. Contact support and we will check it for you.
Before you begin
- An Odoo instance with the CRM app installed, and a user who can create CRM leads there. We check both before saving the connection.
- Your instance URL, database name, username or email, and a personal API key from Odoo. Odoo has no shared app credentials at all, so this connects the same way on every workspace, including partner-branded ones.
Steps
1
Open the Odoo connect dialog
Go to , choose Add integration, then choose Odoo from the list. The dialog opens on a one-line description, a panel explaining how to create an Odoo API key, and the connection form underneath that.
2
Create an API key in Odoo
The panel’s three steps point at Odoo’s own settings:
- In Odoo, click your avatar (top-right) and open Preferences.
- Go to the Account Security tab and click New API Key.
- Copy the generated key and paste it below with your login email.
3
Fill in your Odoo details and choose the record type
Paste your Odoo Instance URL (it needs to start with
http:// or https://), Database Name (usually your .odoo.com subdomain), Username / Email, and the API Key you just copied. Under Create pushed leads as, choose Opportunity or Lead: an opportunity always shows in the Odoo pipeline, while a lead needs the optional Leads feature turned on in Odoo’s own CRM settings first.4
Connect
Choose Connect. The button stays disabled until all four fields have something in them. We authenticate against your Odoo instance with what you entered, then check that the account can create CRM leads there, before anything is saved. If both checks pass, the dialog switches to a success screen.
Odoo API keys don’t expire, so there’s nothing to refresh or reauthorize later. A workspace only ever holds one Odoo connection: reconnecting with a different URL, database, username, key or record type replaces it rather than adding a second one. Auto-push settings already saved on the card survive that.
What happens next
The dialog shows Odoo Connected! Choose Done, and the Odoo card on shows a Connected chip. The dialog itself doesn’t name the account it connected to. The account name on the card is whatever we read back from Odoo: your Odoo company name if it has one, otherwise your user’s name there, or plain Odoo if neither came back. The username you connected with sits under it.
crm.lead record, an opportunity or a lead depending on what you picked when you connected. Its title is built from the lead’s name and its company’s name, falling back to the lead’s email address if it has no name. The record also carries the contact name, company name, most recently added email and phone number, job title, and the company’s website (its first saved link, if none is marked as a website), leaving out whichever of those the lead does not have. The description is built from the lead’s LinkedIn URL, the lead’s own description, its company’s description and summary, and its company’s saved links, again whichever of those exist. Each message in the lead’s email thread, aside from warm-up traffic, is then logged as an internal note on the record’s chatter. Field mapping reference per CRM has the complete, field-by-field version.
Troubleshooting
'Could not connect to Odoo…'
'Could not connect to Odoo…'
The full message reads
Could not connect to Odoo. Check the URL, database name, username and API key. The same message shows no matter what actually went wrong: an unreachable instance, a wrong database name, or credentials Odoo rejected all produce it. Requests to your instance also time out after 30 seconds, so a slow or unresponsive server ends up with the same message. Nothing was saved.'This Odoo user cannot create CRM leads…'
'This Odoo user cannot create CRM leads…'
The full message reads
This Odoo user cannot create CRM leads. Ensure the CRM app is installed and the user has access. Your credentials worked, but the Odoo user you connected with cannot create crm.lead records. Install the CRM app in Odoo if it isn’t there, or reconnect with a user who has access to it.Connected, but leads aren't showing up in Odoo
Connected, but leads aren't showing up in Odoo
Connecting only makes Odoo available as a destination. It doesn’t push anything on its own, whatever the success screen’s own line about leads being pushed to your Odoo CRM suggests. Check whether Auto-push analyzed leads is on for this card, and see Auto-push analyzed leads and stage filters for every reason a push can be silently skipped.
Related
Field mapping reference per CRM
What object each connector creates, which lead fields land where, and what happens to your email history.
Auto-push analyzed leads and stage filters
What triggers an automatic push, which stages it fires on, and every reason a lead is silently skipped.