Create new leads/opportunities in Odoo ERP Self Hosted for every new contact in BizConnect
Streamline your CRM process by efficiently linking BizConnect with Odoo ERP Self Hosted. When you add a new contact in BizConnect, this workflow instantaneously transfers these details, creating a Lead or Opportunity in Odoo ERP. This not only increases productivity but enhances customer relationship management and optimizes sales opportunities eliminating manual inputs.
Streamline your CRM process by efficiently linking BizConnect with Odoo ERP Self Hosted. When you add a new contact in BizConnect, this workflow instantaneously transfers these details, creating a Lead or Opportunity in Odoo ERP. This not only increases productivity but enhances customer relationship management and optimizes sales opportunities eliminating manual inputs.
- When this happens...New Contact
Triggers when a new contact 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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