Odoo CRM + Setmore Appointments

Odoo CRM + Setmore Appointments integrations

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.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerInstant
automatically do this!
Create LeadTriggers on a new lead.
ActionWrite

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More things you can do with Setmore Appointments and Odoo CRM

Discover other triggers and actions you can use with Setmore Appointments and Odoo CRM

Appointment Deleted
Triggers when a appointment is deleted.
Trigger
Instant
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New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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Appointment Updated
Triggers when a appointment is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
- Customer Email
  Required
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start Date
  Required
- End Date
- Notes
Action
Write
New Lead
Triggers on a new lead.
Trigger
Polling
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Delete Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a contact is created.
Trigger
Instant
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Update Contact
Triggers when a contact is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
Action
Write
Create Lead
Creates a lead.
Action
Write

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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About Setmore Appointments

Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking