Instantly + Odoo ERP Self Hosted
Create new Odoo ERP Self Hosted leads/opportunities from new events in Instantly
Stay on top of your business opportunities effortlessly with this workflow. When a new event occurs in Instantly, this automation promptly generates a lead or opportunity in your Self-Hosted Odoo ERP. It's an efficient way to ensure you never miss a potential business opportunity, and keeps your Odoo ERP accurately updated on all crucial updates. Streamline your processes, save time, and enhance operational efficiency in one go.
Stay on top of your business opportunities effortlessly with this workflow. When a new event occurs in Instantly, this automation promptly generates a lead or opportunity in your Self-Hosted Odoo ERP. It's an efficient way to ensure you never miss a potential business opportunity, and keeps your Odoo ERP accurately updated on all crucial updates. Streamline your processes, save time, and enhance operational efficiency in one go.
- When this happens...New Event
Triggers when activity occurs in your Instantly workspace. This could be an email being sent, a new reply or bounce being detected, or a lead unsubscribing or opening your emails.
- 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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Campaign
Event Type
Try ItCampaignRequired
TagRequired
CampaignRequired
Ignore if lead exists in other campaigns
Launch campaign if it is paused or completed
Email addressRequired
First Name
Last Name
Company Name
Personalization
Custom Variables
Campaign
Email AddressRequired
Email accountsRequired
TagRequired
Email or domainRequired
Tag LabelRequired
Tag Description
Email accountsRequired
TagRequired
