Ignition + Odoo CRM
Create Ignition clients from new Odoo CRM leads instantly
Simplify your lead-to-client conversion process with this integrated approach between Odoo CRM and Ignition. Whenever a new lead is identified in your Odoo CRM, this workflow will immediately create a client profile in Ignition. Optimizing this process streamlines your operations while ensuring no potential client falls through the cracks.
Simplify your lead-to-client conversion process with this integrated approach between Odoo CRM and Ignition. Whenever a new lead is identified in your Odoo CRM, this workflow will immediately create a client profile in Ignition. Optimizing this process streamlines your operations while ensuring no potential client falls through the cracks.
- When this happens...New Lead
Triggers on a new lead.
- automatically do this!Create Client
Creates a new client.
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- 14 day trial for premium features & apps
New Lead
Triggers on a new lead.
Try ItProposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
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Create Lead
Creates a lead.
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
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