Email by Zapier + Odoo ERP Self Hosted

Email by Zapier + Odoo ERP Self Hosted integrations

Create new leads/opportunities in Odoo ERP Self Hosted from new inbound emails by zapier

Automatically transform new incoming emails into potential leads or opportunities in your Odoo ERP self-hosted app. This workflow streamlines the process of capturing potential clients and opportunities from your emails, offering an efficient way to manage your business development process. No need to manually enter information from every new email, use this workflow to increase efficiency and productivity in your sales pipeline.

When this happens...
New Inbound EmailTriggers when an email is forwarded to your own custom zapiermail.com address.
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 Email by Zapier and Odoo ERP Self Hosted

Discover other triggers and actions you can use with Email by Zapier and Odoo ERP Self Hosted

- Account_wide_copy
- Email address type
Trigger
Instant
Try It
- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
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

- Setup Directions
Trigger
Instant
Try It
New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
- Module
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- 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

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Zapier

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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Send outbound emails with Email by Zapier for new records in Odoo ERP Self Hosted