Create new Odoo CRM leads from Alegra estimates
When a new estimate is created in Alegra, seamlessly transition this crucial business data into an actionable lead in Odoo CRM. This workflow saves you time by eliminating manual data entry and helps ensure that all potential leads are captured and pursued. Use this link to streamline your sales pipeline, getting a head start on converting estimates into new customer relationships.
When a new estimate is created in Alegra, seamlessly transition this crucial business data into an actionable lead in Odoo CRM. This workflow saves you time by eliminating manual data entry and helps ensure that all potential leads are captured and pursued. Use this link to streamline your sales pipeline, getting a head start on converting estimates into new customer relationships.
- When this happens...New Estimate
Triggers when a new estimate is created in Alegra.
- automatically do this!Create Lead
Triggers on a new lead.
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New Contact
Triggers when a new contact is created.
Try ItNew Invoice
Triggers when a new invoice is created.
Try ItNombre (Name)Required
Tipo de contacto (Contact type)
Tipo (type)Required
Número (number)Required
Número telefónico principal (phonePrimary)
Número telefónico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Dirección (address)Required
Provincia (province)Required
Ciudad (city)Required
Código postal (postalCode)Required
Verificar identificación no registrada (ignoreRepeated)
Condición del IVA (ivaCondition)Required
Incluir enlace del estado de cuenta del cliente (statementAttached)
Nombre (Name)Required
Tipo de contacto (Contact type)
Tipo (type)Required
Número (number)Required
Número telefónico principal (phonePrimary)
Número telefónico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Dirección (address)
Provincia (department)
Cantón (city)
Distrito (district)
Barrio (neighborhood)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
New Estimate
Triggers when a new estimate is created in Alegra.
Try ItNew Item
Triggers when a new product or service is created.
Try ItNombre (Name)Required
Tipo de contacto (Contact type)
Identificación (Identification)Required
Número telefónico principal (phonePrimary)
Número telefónico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Ciudad (city)
Región (region)
Comuna (commune)
Descripción (description)
Verificar identificación no registrada (ignoreRepeated)
Incluir enlace del estado de cuenta del cliente (statementAttached)
Giro de negocio (giro)
Nombre (Name)Required
Tipo de contacto (Contact type)
RFC (identification)Required
Tipo de Tercero (Third type)
Identificador fiscal (Fiscal ID)
Calle (street)
Número de exterior (exteriorNumber)
Número de interior (interiorNumber)
Colonia (Colony)
País (country)
Localidad (locality)
Municipio (municipality)
Estado (state)Required
Código postal (zipCode)
Número telefónico principal (phonePrimary)
Número telefónico secundario (phoneSecondary)
Fax
Número de célular/móvil (mobile)
Observaciones (observations)
Correo electrónico (email)
Verificar identificación no registrada (ignoreRepeated)
clave del Uso CFDI (cfdiUse)
Forma de pago (paymentMethod)
Método de pago (paymentType)
Incluir enlace del estado de cuenta del cliente (statementAttached)
Regímenes Fiscales