monday.com + Odoo ERP Self Hosted
Create new leads/opportunities in Odoo ERP Self Hosted for new items in a board on monday.com
Streamline your sales pipeline efficiently with this workflow. Whenever a new item is added to a board in monday.com, it will simultaneously create a lead or opportunity within your Odoo ERP Self-Hosted app. This automation enhances productivity by eliminating manual data entry, and enables your team to follow up on potentials quicker, thereby optimizing the sales process.
Streamline your sales pipeline efficiently with this workflow. Whenever a new item is added to a board in monday.com, it will simultaneously create a lead or opportunity within your Odoo ERP Self-Hosted app. This automation enhances productivity by eliminating manual data entry, and enables your team to follow up on potentials quicker, thereby optimizing the sales process.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- 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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