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Odoo CRM + Onfleet

Odoo CRM + Onfleet integrations

Create tasks in Onfleet for new leads in Odoo CRM

Every time a new lead is detected in your Odoo CRM, this automation will create a task in Onfleet. This will ensure your sales team can immediately start the follow-up process, thereby improving efficiency and response time. It's an ideal solution to streamline your lead management and task creation process.

When this happens...
New LeadTriggers on a new lead.
TriggerPolling
automatically do this!
Create TaskCreates a pickup or dropoff task.
ActionWrite

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More things you can do with Odoo CRM and Onfleet

Discover other triggers and actions you can use with Odoo CRM and Onfleet

New Lead
Triggers on a new lead.
Trigger
Polling
Try It
- Name
- Email address
Action
Search
- Name
  Required
- Distance
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It

- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It

- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Order ID
  Required
Action
Write
- Merchant
  Required
- Executor
  Required
- Task Type
  Required
- Task Recipient
  Required
- Location Coordinates
  Required
- Assignment
  Required
- Dependency
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
- Custom Fields
Action
Write
- Merchant
  Required
- Executor
  Required
- Recipient Name
  Required
- Recipient Phone
  Required
- Recipient Notes
- Longitude
- Latitude
- Address Line 1
  Required
- Address Line 2
- Address City
  Required
- Address State / Province
  Required
- Address Post Code / Zip
  Required
- Address Country
  Required
- Task Details
- Complete After Timestamp
- Complete Before Timestamp
- Task Type
  Required
- Assignment
  Required
- Quantity
- Service Time
- Signature Requirement
- Photo Requirement
- Notes Requirement
- Minimum Age Requirement
Action
Write

Create Lead
Creates a lead.
Action
Write
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Delay
  Required
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
- ETA Threshold
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Order ID
  Required
Action
Write
- Pickup Recipient
  Required
- Dropoff Recipient
  Required
- Pickup Address Line 1
  Required
- Pickup Address Line 2
- Pickup Address City
  Required
- Pickup Address State
- Pickup Address Post Code / ZIP
- Pickup Address Country
  Required
- Pickup Details
- Pickup Signature Requirement
- Pickup Photo Requirement
- Pickup Notes Requirement
- Dropoff Address Line 1
  Required
- Dropoff Address Line 2
- Dropoff Address City
  Required
- Dropoff Address State
- Dropoff Address Post Code / ZIP
- Dropoff Address Country
  Required
- Dropoff Details
- Dropoff Signature Requirement
- Dropoff Photo Requirement
- Dropoff Notes Requirement
- Complete After Timestamp
- Complete Before Timestamp
- Quantity
Action
Write
- Merchant
  Required
- Executor
  Required
- Pickup Recipient
  Required
- Dropoff Recipient
  Required
- Location Coordinates
  Required
- Task Link Order
  Required
- Assignment
  Required
- Quantity
- Service Time
- Minimum Age Requirement
- Notes Requirement
- Photo Requirement
- Signature Requirement
Action
Write
- Order ID
  Required
- Pickup Recipient
  Required
- Pickup Details
- Pickup Signature Requirement
- Pickup Photo Requirement
- Pickup Notes Requirement
- Dropoff Recipient
  Required
- Dropoff Details
- Dropoff Signature Requirement
- Dropoff Photo Requirement
- Dropoff Notes Requirement
- Quantity
Action
Write

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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Related categories

CRM (Customer Relationship Management)

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About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

Learn moreLearn moreHelpHelp

Related categories

Product Management