Connect Plaid to Odoo CRM
Workload lets you integrate Plaid with Odoo CRM in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Plaid...
Then do this action in Odoo CRM!
How to Integrate Plaid and Odoo CRM
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1. Authenticate your Plaid and Odoo CRM accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Plaid and Odoo CRM Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Plaid + Odoo CRM Integrations
About Plaid
Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data.
Related CategoriesPayment Processing
Similar Plaid Apps
Yes! Plaid and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Plaid through it’s OAuth2.0 connection.
Prices for Plaid vary according to usage. For the most accurate pricing, visit https://plaid.com/pricing for more details.
About Odoo CRM
Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
Related CategoriesCRM (Customer Relationship Management)
Similar Odoo CRM Apps
Yes! Odoo CRM and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Odoo CRM through it’s OAuth2.0 connection.
Prices for Odoo CRM vary according to usage. For the most accurate pricing, visit https://odoo.com/pricing for more details.