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.
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.
- 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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