Fulcrum + Odoo ERP Self Hosted

Create new Odoo ERP Self Hosted leads/opportunities from newly created Fulcrum records

Streamline your sales process with this efficient workflow. Whenever a new record is created in Fulcrum, a lead or opportunity will be immediately established in your self-hosted Odoo ERP system. This smooth transition saves you time and reduces the chance of data entry errors, thereby improving your lead management efficiency.

When this happens...
Record Created
Triggers when a new record is created.
TriggerInstant
automatically do this!
Create Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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Supported triggers and actions

- AppRequired
Trigger
Instant
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- AppRequired
Trigger
Instant
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- AppRequired
- LatitudeRequired
- LongitudeRequired
Action
Write
New Database
Triggers when you add a new database.
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
- ModuleRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- Creates Event Copy
- DatabaseRequired
Action
Write
- Creates Note Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
- ModuleRequired
Action
Write
- Creates Todo Copy
- DatabaseRequired
Action
Write

- AppRequired
Trigger
Instant
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- NameRequired
- DescriptionRequired
- CustomerRequired
- StatusRequired
- Start DateRequired
- End DateRequired
- External Job IDRequired
Action
Write
- AppRequired
- Record IdRequired
- LatitudeRequired
- LongitudeRequired
Action
Write
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- Creates Lead Copy
- DatabaseRequired
Action
Write
- Creates Product Copy
- DatabaseRequired
Action
Write
- Creates Task Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write

About Fulcrum

Fulcrum is a mobile data collection tool that allows users to easily design custom forms and quickly conduct field data collection on Android and iOS. Fulcrum works in connected and disconnected environments.

Related categories

Forms & Surveys

Similar apps

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.

Related categories

CRM (Customer Relationship Management)

Fulcrum + Odoo ERP Self Hosted

Create new Odoo ERP Self Hosted leads/opportunities from newly created Fulcrum records

Supported triggers and actions

Record Created

Record Updated

Record Create

New Database

New Lead/Opportunity

New Note

New Record

New Calendar Todo

Create Calendar Event

Create Note

Create Record

Create Calendar Todo

Record Deleted

Project Create

Record Update

New Calendar Event

New Module

New Product

New Project Task

New User

Create Lead/Opportunity

Create Product

Create Project Task

Create User

About Fulcrum

Related categories

Similar apps

Formitize

iFormBuilder

TrackVia

About Odoo ERP Self Hosted

Related categories

Similar apps

Zoho CRM

Podio

Zapier Interfaces