Odoo CRM + Setmore Appointments
Create new Odoo CRM leads from new Setmore Appointments
Effortlessly manage your sales process with this Setmore Appointments to Odoo CRM workflow. As soon as a new appointment is scheduled in Setmore Appointments, a lead is swiftly created in Odoo CRM. This automation ensures that no potential opportunity slips through the cracks by promptly documenting interactions with customers and prospects, contributing to a smooth and efficient sales pipeline management.
Effortlessly manage your sales process with this Setmore Appointments to Odoo CRM workflow. As soon as a new appointment is scheduled in Setmore Appointments, a lead is swiftly created in Odoo CRM. This automation ensures that no potential opportunity slips through the cracks by promptly documenting interactions with customers and prospects, contributing to a smooth and efficient sales pipeline management.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Lead
Triggers on a new lead.
- Free forever for core features
- 14 day trial for premium features & apps
Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes
