--- title: "Connect SmartEmailing to Odoo CRM - APIANT.ai" description: "When \"New Contact\" fires in SmartEmailing, your agent runs \"Add Contact\" in Odoo CRM." canonical: "https://apiant.ai/connect/smartemailing-to-odoo-crm" --- # Connect SmartEmailing to Odoo CRM When **New Contact** fires in [SmartEmailing](https://apiant.ai/connections/smartemailing), your agent runs **Add Contact** in [Odoo CRM](https://apiant.ai/connections/odoo-crm). Describe the whole flow and it is built, tested on every scenario and kept running. SmartEmailing **2** triggers SmartEmailing **15** actions Odoo CRM **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want SmartEmailing and Odoo CRM to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What SmartEmailing can start in Odoo CRM - When **New Contact** in SmartEmailing then **Add Contact** in Odoo CRM - When **Updated Contact** in SmartEmailing then **Update Contact** in Odoo CRM Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with SmartEmailing and Odoo CRM ## Triggers and actions 2 triggers · 26 actions - Trigger **New Contact** Triggers when a new contact is added to your SmartEmailing account. - Trigger **Updated Contact** Triggers when an existing contact is updated in SmartEmailing. - Action **Add Contact list** Creates a new contact list in SmartEmailing. - Action **Add Custom field** Creates a new contact custom field in SmartEmailing with the given name and type. - Action **Delete Contact** Permanently deletes a contact and anonymizes its data (GDPR forget). This cannot be undone. - Action **Get Contact** Returns a single contact by email address or ID, including contact list memberships and custom field values. - Action **Get Contact list** Returns a single contact list by its ID with all its properties, such as name, sender details and engagement rates. - Action **List Contact lists** Returns all contact lists in your SmartEmailing account. - Action **List Contacts** Returns contacts in your SmartEmailing account, optionally filtered by email, name, company and other contact details, including their list memberships and custom field values. - Action **List Contacts in list** Returns the contacts that belong to a contact list, with their details and list memberships. - Action **List Custom fields** Returns the custom field definitions set up in your SmartEmailing account, optionally with their options. - Action **List Newsletters** Returns your finished newsletters with their sender details, send times and open, click and unsubscribe counts. - Action **Send custom email** Sends a SmartEmailing email or email template to one recipient, with optional subject, preheader and dynamic content overrides. - Action **Send transactional email** Sends a transactional email (no unsubscribe link) to one recipient, either from a saved email/template or from a subject and body you supply. - Action **Unsubscribe Contact** Unsubscribes a contact from a chosen contact list. - Action **Update Contact email address** Changes a contact's email address in SmartEmailing, moving all of the contact's data to the new address. - Action **Update Contact list** Updates an existing contact list's name, public name, sender name, sender email or reply-to address. Only the values you provide are changed. - Action **Add Contact** Create a new contact/partner (res.partner model) via Odoo's external API (execute_kw create on res.partner). - Action **Create Lead** Creates a new lead or opportunity in the Odoo CRM pipeline and returns its ID. - Action **Delete Contact** Delete a contact/partner (res.partner model) via Odoo's external API (execute_kw unlink on res.partner). - Action **Delete Lead** Delete a CRM lead/opportunity (crm.lead model) via Odoo's external API (execute_kw unlink on crm.lead). - Action **Find Contact** Returns up to 100 contacts that match the supplied email, name, phone, reference or tax ID. All supplied criteria must match. - Action **Get Contact** Fetch a single contact/partner (res.partner model) by ID via Odoo's external API (execute_kw read on res.partner). - Action **Get Lead** Fetch a single CRM lead/opportunity (crm.lead model) by ID via Odoo's external API (execute_kw read on crm.lead). - Action **List Contacts** Lists contacts (res.partner records) in Odoo, optionally narrowed by a search domain, returning up to 100 full records. - Action **List Leads** List/search CRM leads/opportunities (crm.lead model) via Odoo's external API (execute_kw search_read on crm.lead). - Action **Update Contact** Updates an existing Odoo contact. Only the fields you fill in are changed; blank fields keep their current values. - Action **Update Lead** Update fields on an existing CRM lead/opportunity (crm.lead model) via Odoo's external API (execute_kw write on crm.lead). ## Each app on its own - [ **SmartEmailing** SmartEmailing is an e-marketing automation tool in the Czech Republic and the Slovak.](https://apiant.ai/connections/smartemailing) - [ **Odoo CRM** Odoo is a powerful open source platform with dozens of apps to help you grow your business.](https://apiant.ai/connections/odoo-crm) Reviews ## What our customers say ## More from SmartEmailing - [ **SmartEmailing to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/smartemailing-to-stripe) - [ **SmartEmailing to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/smartemailing-to-trello) - [ **SmartEmailing to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/smartemailing-to-zoom) - [ **SmartEmailing to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/smartemailing-to-twilio) - [ **SmartEmailing to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/smartemailing-to-typeform) - [ **SmartEmailing to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/smartemailing-to-webflow) ## More into Odoo CRM - [ **Klaviyo to Odoo CRM** Klaviyo is a marketing automation platform for email and SMS.](https://apiant.ai/connect/klaviyo-to-odoo-crm) - [ **Cal.com to Odoo CRM** Cal.com simplifies scheduling for individuals, teams, and developers with powerful features and integrations...](https://apiant.ai/connect/cal-com-to-odoo-crm) - [ **CM.com to Odoo CRM** CM.com — create excellent conversational customer experiences and turn any conversation into a conversion.](https://apiant.ai/connect/cm-com-to-odoo-crm) - [ **Fourthwall to Odoo CRM** Fourthwall platform designed to helping creators build their brand, monetize the online presence](https://apiant.ai/connect/fourthwall-to-odoo-crm) - [ **Gorgias to Odoo CRM** Gorgias is an ecommerce focused helpdesk with AI-powered responses, automated workflows & integrations.](https://apiant.ai/connect/gorgias-to-odoo-crm) - [ **Order Desk to Odoo CRM** Order Desk's order management software allows you to customize your order management workflow.](https://apiant.ai/connect/order-desk-to-odoo-crm) Questions ## SmartEmailing and Odoo CRM, answered ### ### What can start an automation from SmartEmailing? Any of SmartEmailing's 2 triggers in the catalog, including New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Odoo CRM when something happens in SmartEmailing? Any of Odoo CRM's 11 actions, including Create Lead, Update Contact, Update Lead and Add Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Odoo CRM to SmartEmailing? Odoo CRM has no triggers in the catalog today, so automations start in SmartEmailing. If you need the other direction, ask: your agent reads Odoo CRM's API documentation and adds it. ### ### Do I have to build a connector for SmartEmailing or Odoo CRM? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use SmartEmailing and Odoo CRM without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.