Elfsquad CPQ + Odoo ERP Self Hosted

Elfsquad CPQ + Odoo ERP Self Hosted integrations

Create new leads/opportunities in Odoo ERP Self Hosted when new quotations are requested in Elfsquad CPQ

Streamline your sales process with this Elfsquad CPQ and Odoo ERP Self Hosted automation. As soon as a new quotation request is created in Elfsquad CPQ, a lead or opportunity is instantly set up in Odoo ERP Self Hosted. This workflow saves you time by eliminating manual data entry, ensuring your sales team can quickly follow up on potential business opportunities.

When this happens...
New Quotation RequestedTriggers when a quotation is requested
TriggerInstant
automatically do this!
Create Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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More things you can do with Elfsquad CPQ and Odoo ERP Self Hosted

Discover other triggers and actions you can use with Elfsquad CPQ and Odoo ERP Self Hosted

Configuration Model Published
Triggers when a configuration model is published
Trigger
Instant
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Configuration Added to Quotation
Triggers when configuration is added to a quotation
Trigger
Instant
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New Quotation Pending
Triggers when a quotation is pending
Trigger
Instant
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New Quotation Submitted
Triggers when a quotation is submitted
Trigger
Instant
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- Entity
Action
Write

- Function Name
  Required
Action
Write
- Entity
- Identifier
  Required
Action
Write

New Database
Triggers when you add a new database.
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
- Module
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write
- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write

- Trigger Name
  Required
Trigger
Instant
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New Quotation Created
Triggers when a quotation is created
Trigger
Instant
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New Quotation Requested
Triggers when a quotation is requested
Trigger
Instant
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New Quotation Verified
Triggers when a quotation is verified
Trigger
Instant
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- Entity
  Required
- Identifier
  Required
Action
Write
- Entity
  Required
- Top
- Skip
- order
- Filter
- Select
- Expand
- Include count
Action
Write
- Entity
  Required
- Identifier
  Required
Action
Write
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_lead_copy
- Database
  Required
Action
Write
- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write

About Elfsquad CPQ

Integrate your existing workflow with the Elfsquad Product Configurator.

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Related categories

Developer Tools

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) 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 ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

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Related categories

CRM (Customer Relationship Management)

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