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Odoo CRM + ServiceM8

Queue jobs in ServiceM8 and create new leads in Odoo CRM

Manage your sales process more efficiently by instantaneously turning new job queues from ServiceM8 into leads in Odoo CRM. This workflow lets your team save valuable time, ensuring no valuable lead from ServiceM8 stays unnoticed in your Odoo CRM. Faster lead creation increases your chances of closing the deal, contributing positively to your bottom line.

Manage your sales process more efficiently by instantaneously turning new job queues from ServiceM8 into leads in Odoo CRM. This workflow lets your team save valuable time, ensuring no valuable lead from ServiceM8 stays unnoticed in your Odoo CRM. Faster lead creation increases your chances of closing the deal, contributing positively to your bottom line.

  1. When this happens...
    ServiceM8ServiceM8
    Job Queued

    Triggers when a Job is assigned to a Queue.

    TriggerInstant
  2. automatically do this!
    Odoo CRMOdoo CRM
    Create Lead

    Triggers on a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer Name

    • Job StatusRequired

    • Job Address

    • Billing Address

    • Job Description

    • Purchase Order Number

    • Work Completed

    • Job Contact First Name

    • Job Contact Last Name

    • Job Contact Phone

    • Job Contact Mobile

    • Job Contact E-Mail Address

    • Billing Contact First Name

    • Billing Contact Last Name

    • Billing Contact Phone

    • Billing Contact Mobile

    • Billing Contact E-Mail

    Action
    Write
odoo logo
odoo logo

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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servicem8 logo
servicem8 logo

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

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