Create new Odoo CRM leads from new Give Lively donations
Whenever a fresh contribution shows up in Give Lively, this workflow instantly generates a new lead in Odoo CRM. It's a practical way to promptly follow up on donor engagements, ensuring that no opportunity slips through the cracks. With this automation, your nonprofit team can focus more on cultivating relationships and less on data entry.
Whenever a fresh contribution shows up in Give Lively, this workflow instantly generates a new lead in Odoo CRM. It's a practical way to promptly follow up on donor engagements, ensuring that no opportunity slips through the cracks. With this automation, your nonprofit team can focus more on cultivating relationships and less on data entry.
- When this happens...New Donation
Triggers when a new donation is created.
- automatically do this!Create Lead
Triggers on a new lead.
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Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."




