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Interact + Odoo ERP Self Hosted

Create notes in Odoo ERP Self Hosted for new leads from Interact

Effortlessly manage your new leads by connecting Interact with Odoo ERP Self Hosted. With this automation, every time a new lead is generated in Interact, a note will be created in your Odoo ERP Self Hosted app, making it easier for your sales team to follow up on leads and keep track of important details. Streamline your lead management process and improve efficiency with this simple yet effective workflow.

Effortlessly manage your new leads by connecting Interact with Odoo ERP Self Hosted. With this automation, every time a new lead is generated in Interact, a note will be created in your Odoo ERP Self Hosted app, making it easier for your sales team to follow up on leads and keep track of important details. Streamline your lead management process and improve efficiency with this simple yet effective workflow.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    Odoo ERP Self HostedOdoo ERP Self Hosted
    Create Note

    Triggers when you add a new Note. You will need to have the Note module installed.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • QuizRequired

    Trigger
    Instant
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It
  • Odoo ERP Self Hosted triggers, actions, and search

    New Database

    Triggers when you add a new database.

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    • ModuleRequired

    Trigger
    Scheduled
    Try It
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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openerp logo
openerp logo

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) 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 ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.
Learn moreHelp

Related categories

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