Create new leads/opportunities in Odoo ERP Self Hosted from new leads in Keystone Academic Solutions
Streamline your sales process with this seamless workflow. When there's a new lead in your Keystone Academic Solutions application, it instantly creates a corresponding lead/opportunity in your Odoo ERP Self Hosted system. This automation eliminates the need for manual data entry, keeping your sales pipeline updated and accurate, while freeing up your time for higher-priority tasks.
Streamline your sales process with this seamless workflow. When there's a new lead in your Keystone Academic Solutions application, it instantly creates a corresponding lead/opportunity in your Odoo ERP Self Hosted system. This automation eliminates the need for manual data entry, keeping your sales pipeline updated and accurate, while freeing up your time for higher-priority tasks.
- When this happens...New Lead
Triggers when a new lead is sent from SmartHub to Zapier.
- 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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