Clio + Odoo CRM integrations
Create Odoo CRM leads from new Clio activities
Streamline your client management process by connecting Clio and Odoo CRM. With this automation, whenever a new activity is added in Clio, a corresponding lead will be created in Odoo CRM. This seamless workflow helps you efficiently manage potential clients and ensures that no important details are overlooked.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Create LeadTriggers on a new lead.
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More things you can do with Clio and Odoo CRM
Discover other triggers and actions you can use with Clio and Odoo CRM
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
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