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.
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 Requested
Triggers when a quotation is requested
- 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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