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Odoo CRM + Wello Solutions

Create companies and contacts in Wello Solutions from new leads in Odoo CRM

After creating new contacts and companies in Odoo CRM, this integration automatically sends them directly to Wello Solutions. This automation allows you to directly create the company and link the contact to it Odyssee.

After creating new contacts and companies in Odoo CRM, this integration automatically sends them directly to Wello Solutions. This automation allows you to directly create the company and link the contact to it Odyssee.

  1. When this happens...
    Odoo CRMOdoo CRM
    New Lead

    Triggers on a new lead.

    TriggerScheduled
  2. automatically do this...
    Wello SolutionsWello Solutions
    Create or Update Company

    Allows you to Create or update an existing company (account) on your domain.

    ActionWrite
  3. then do this!
    Wello SolutionsWello Solutions
    Create or Update Contact

    Create or update contact and link it to the company/account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write
  • Wello Solutions triggers, actions, and search

    New Company

    Triggers when you want to get the last modified 20 companies.

    Trigger
    Scheduled
    Try It
  • Wello Solutions triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created (An empty article_name will be filled by article_description)

    Trigger
    Scheduled
    Try It
    • Category

    • Article codeRequired

    • nameRequired

    • Short Description

    • Article Price label

    • Physical stock

    • Archived?

    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."
Help

Related categories

  • CRM (Customer Relationship Management)

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wello-solutions logo
wello-solutions logo

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

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