Odoo CRM + PandaDoc
Create documents in PandaDoc for new leads in Odoo CRM
Stay ahead with your potential customer interactions using this smart automation. When a new lead is created in Odoo CRM, this workflow swiftly creates a corresponding document in PandaDoc, ensuring a faster response to your prospects. This simple yet effective process enhances your lead management, allowing you to focus more on scaling your relationships rather than getting tangled with manual tasks.
Stay ahead with your potential customer interactions using this smart automation. When a new lead is created in Odoo CRM, this workflow swiftly creates a corresponding document in PandaDoc, ensuring a faster response to your prospects. This simple yet effective process enhances your lead management, allowing you to focus more on scaling your relationships rather than getting tangled with manual tasks.
- When this happens...New Lead
Triggers on a new lead.
- automatically do this!Create Document
Create a document from a template.
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- 14 day trial for premium features & apps
