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Leader CRM + Odoo CRM

Create leads in Odoo CRM for new tasks in Leader CRM

Effortlessly manage new tasks in Leader CRM and enhance your sales process by linking it to Odoo CRM for lead creation. This streamlined workflow centralizes client information and ensures timely follow-ups, improving your sales efficiency and customer relationships. Simplify your workload and stay ahead of the competition with this automated solution.

Effortlessly manage new tasks in Leader CRM and enhance your sales process by linking it to Odoo CRM for lead creation. This streamlined workflow centralizes client information and ensures timely follow-ups, improving your sales efficiency and customer relationships. Simplify your workload and stay ahead of the competition with this automated solution.

  1. When this happens...
    Leader CRMLeader CRM
    New Task

    Triggers when a new task is created.

    TriggerInstant
  2. automatically do this!
    Odoo CRMOdoo CRM
    Create Lead

    Triggers on a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Leader CRM triggers, actions, and search

    New Activity

    Triggers when a new record is added to the Last Activity column.

    Trigger
    Instant
    Try It
  • Leader CRM triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Instant
    Try It
  • Leader CRM triggers, actions, and search

    New Task

    Triggers when a new task is created.

    Trigger
    Instant
    Try It

    • Full name

    • Job title

    • Company

    • Assigned to

    • Labels

    • Status

    • Phone number

    • Email

    • Url

    • Address

    • Birthday

    • Note

    Action
    Write
leader-crm logo
leader-crm logo

About Leader CRM

Leader helps businesses to capture and manage leads & customers on the go.
Help

Related categories

  • CRM (Customer Relationship Management)

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odoo logo
odoo logo

About Odoo CRM

Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
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