Odoo CRM + ServiceM8

Odoo CRM + ServiceM8 integrations

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.

When this happens...
Job QueuedTriggers when a Job is assigned to a Queue.
TriggerInstant
automatically do this!
Create LeadTriggers on a new lead.
ActionWrite

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More things you can do with ServiceM8 and Odoo CRM

Discover other triggers and actions you can use with ServiceM8 and Odoo CRM

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- Customer Name
- Job Status
  Required
- 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
Create Lead
Creates a lead.
Action
Write

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

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 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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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