Angaza + Odoo CRM
Create Angaza prospective accounts from new leads in Odoo CRM
Having client records in multiple systems can lead to discrepancies. With this Zapier automation, every new lead created in Odoo will create a new prospect in Angaza, reducing the risk of conflicting information.
Having client records in multiple systems can lead to discrepancies. With this Zapier automation, every new lead created in Odoo will create a new prospect in Angaza, reducing the risk of conflicting information.
- When this happens...New Lead
Triggers on a new lead.
- automatically do this!Create Prospective Account
Creates a prospective account.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead
Triggers on a new lead.
Try ItNew Account
Triggers when a new account is created.
Try ItPricing GroupRequired
Number of days overdueRequired
Try ItUpdated Prospect Status
Triggers when a prospect has a new status.
Try It
Create Lead
Creates a lead.
New Prospect
Triggers when a new prospect is created.
Try ItAccount Paid Off
Triggers when an account is paid off. In the Hub, these are accounts with an "Unlocked" status.
Try ItUnit NumberRequired
Responsible AgentRequired
Pricing GroupRequired
Client PhoneRequired
Client NameRequired
Cash Collected
