Clio + Odoo CRM
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.
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 Activity
Triggers when a new activity is created.
- automatically do this!Create Lead
Triggers on a new lead.
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About Clio
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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Odoo CRM
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."
