Google Docs + Odoo CRM
Generate Google Docs documents from templates for new Odoo CRM leads
Nurture your new leads swiftly with this Odoo CRM to Google Docs automation. Whenever a new lead is logged in your Odoo CRM, a document will instantly be created in Google Docs. This workflow lets you efficiently keep track of all your new contacts, providing you with an organized system to manage your customer relationships.
Nurture your new leads swiftly with this Odoo CRM to Google Docs automation. Whenever a new lead is logged in your Odoo CRM, a document will instantly be created in Google Docs. This workflow lets you efficiently keep track of all your new contacts, providing you with an organized system to manage your customer relationships.
- When this happens...New Lead
Triggers on a new lead.
- automatically do this!Create Document from Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
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New Lead
Triggers on a new lead.
Try ItNew Document
Triggers when a new document is added (inside any folder).
Try ItFolder
Document NameRequired
Text to AppendRequired
FileRequired
Specify Document Name
Folder
Create Lead
Creates a lead.
Folder
Try ItTemplate DocumentRequired
New Document NameRequired
Folder for new Document
Sharing Preference
Unused Fields Preference
Document NameRequired
Document ContentRequired
Folder
