Leadinfo + Odoo ERP Self Hosted
Create new leads or opportunities in Odoo ERP Self Hosted from new triggers in Leadinfo
Ensure smooth, hassle-free lead management with this streamlined workflow. When a specific event occurs within the Leadinfo application, it initiates the creation of a new lead or opportunity in the Odoo ERP Self Hosted application. This effective setup helps in immediately capturing the information and maintaining real-time updates effortlessly, enhancing your sales process efficiency.
Ensure smooth, hassle-free lead management with this streamlined workflow. When a specific event occurs within the Leadinfo application, it initiates the creation of a new lead or opportunity in the Odoo ERP Self Hosted application. This effective setup helps in immediately capturing the information and maintaining real-time updates effortlessly, enhancing your sales process efficiency.
- When this happens...Trigger
Triggers when a configured trigger inside Leadinfo is matched
- 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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