Dealfront + Odoo ERP Self Hosted
Create new Odoo ERP Self Hosted leads/opportunities from new Dealfront leads
When a new lead is generated in Dealfront, it's imperative to act upon it swiftly. With this workflow, the moment a fresh lead surfaces in Dealfront, a corresponding lead/opportunity is created in the Odoo ERP Self Hosted app. This process ensures a seamless transfer of information between systems, resulting in improved response times and enhancing the effectiveness of your sales team.
When a new lead is generated in Dealfront, it's imperative to act upon it swiftly. With this workflow, the moment a fresh lead surfaces in Dealfront, a corresponding lead/opportunity is created in the Odoo ERP Self Hosted app. This process ensures a seamless transfer of information between systems, resulting in improved response times and enhancing the effectiveness of your sales team.
- When this happens...New Lead
Triggers when a new lead is tracked for the first time (leads are tracked hourly).
- 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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