Create new leads/opportunities in Odoo ERP Self Hosted from new spreadsheet rows in Google Sheets
Effortlessly streamline your lead management process with this powerful automation. When a new row is added in Google Sheets, a lead or opportunity will be created in Odoo ERP Self Hosted, saving you time and ensuring that every potential customer gets the attention they deserve. Say goodbye to manual data entry, and let this workflow keep your sales process organized and efficient.
Effortlessly streamline your lead management process with this powerful automation. When a new row is added in Google Sheets, a lead or opportunity will be created in Odoo ERP Self Hosted, saving you time and ensuring that every potential customer gets the attention they deserve. Say goodbye to manual data entry, and let this workflow keep your sales process organized and efficient.
- When this happens...New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
- 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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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?