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Odoo CRM + Plezi

Odoo CRM + Plezi

Odoo CRM + Plezi integrations

Generate leads in Odoo CRM when contact scores change in Plezi

With this workflow, as soon as there is a change in Contact Score in the Plezi app, a new lead will be created instantly in the Odoo CRM app. This seamless process assists in optimizing your lead management and ensuring no potential leads slip through the cracks, thus enhancing your marketing and sales efficiency.

  1. When this happens...
    Contact Score Changed
    Contact Score Changed
    Contact Score ChangedTriggers when the score of a contact is changed above a specific value.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadTriggers on a new lead.
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More things you can do with Plezi and Odoo CRM

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

    • Content
      Required
    Trigger
    Polling
    Try It
    • Score Threshold
      Required
    • Attribute Value Format
    Trigger
    Polling
    Try It
  • Plezi triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Option: Keep multiple select values
    • Initial Source
    • Source
    Action
    Write
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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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About Plezi
Plezi helps fast growing B2B companies to generate more leads thanks to their content.
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