Odoo CRM + Sortlist

Create new Odoo CRM leads for every applied Sortlist opportunity

Turn new opportunities into action items instantly with this Sortlist to Odoo CRM workflow. Whenever a new application is received in Sortlist, a lead is immediately created in the Odoo CRM, simplifying your lead management process. This automation allows you to respond promptly and more efficiently to your opportunities, thereby enhancing your client engagement and boosting your sales productivity.

When this happens...
Opportunity Applied
Triggers when you apply to an opportunity.
TriggerInstant
automatically do this!
Create Lead
Triggers on a new lead.
ActionWrite

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Supported triggers and actions

- Profile To ConnectRequired
Trigger
Instant
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- Profile To ConnectRequired
Trigger
Instant
Try It
- Opportunity IDRequired
Action
Write
Create Lead
Creates a lead.
Action
Write

- Profile To ConnectRequired
Trigger
Instant
Try It
- Profile To ConnectRequired
Trigger
Instant
Try It
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."