HelpCrunch + Odoo ERP Self Hosted
"create new leads/opportunities in Odoo ERP Self Hosted for new customers in HelpCrunch"
Easily manage your new customers with this automated workflow. As soon as you add a new customer in HelpCrunch, a lead or opportunity will be instantly created in Odoo ERP Self Hosted. This seamless integration ensures that whenever you gain a new client, your sales pipeline is immediately updated, eliminating manual data entry and letting you focus on building customer relationships.
Easily manage your new customers with this automated workflow. As soon as you add a new customer in HelpCrunch, a lead or opportunity will be instantly created in Odoo ERP Self Hosted. This seamless integration ensures that whenever you gain a new client, your sales pipeline is immediately updated, eliminating manual data entry and letting you focus on building customer relationships.
- When this happens...New Customer Created
Triggers when a new customer is created.
- automatically do this!Create Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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