Odoo CRM + WeQuote

Odoo CRM + WeQuote integrations

Create new Odoo CRM leads when quotes are created in WeQuote

Streamline your sales process with this efficient workflow. When a new quote is set up in the WeQuote app, a corresponding lead is instantly created within the Odoo CRM app. This smooth process helps in real-time data management, thereby saving time and reducing the risk of manual data entry errors. Leverage this automation to keep your sales funnel updated and focus on closing more deals.

When this happens...
Quote CreatedTriggers when a quote is created or cloned
TriggerInstant
automatically do this!
Create LeadTriggers on a new lead.
ActionWrite

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More things you can do with WeQuote and Odoo CRM

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

Customer Created
Triggers when a Customer is created
Trigger
Instant
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- Quote ID
  Required
Trigger
Polling
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- Quote ID
  Required
Trigger
Polling
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List Invoices
List all invoices ordered by most recently created
Trigger
Polling
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- Purchase Order ID
  Required
Trigger
Polling
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List Project
List the projects under your organisation
Trigger
Polling
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List Subsystems
List all the subsystems in the organisation
Trigger
Polling
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Purchase Order Created
Triggers when a PO is created
Trigger
Instant
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Project Created
Triggers when a Project is created
Trigger
Instant
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Quote Created
Triggers when a quote is created or cloned
Trigger
Instant
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- Customer ID
  Required
- First Name
  Required
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Write
- Project ID
  Required
- Note
  Required
Action
Write
- Purchase Order ID
  Required
- Status
  Required
Action
Write
- Project ID
  Required
- Supplier ID
  Required
Action
Write
- Purchase Order ID
  Required
- Quantity
  Required
- SKU
- Manufacturer Name
- Model
- Description
- Unit Cost
- Received Quantity
Action
Write
- Quote ID
  Required
- Blank Revision
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Customer Name
- Account Number
Action
Search
- Quote ID
  Required
- Description
Action
Search
- Invoice Number
- Description
Action
Search
- Project Number
- Description
Action
Search
- Description
  Required
Action
Search
- ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- SKU
  Required
- Catalogue ID
Action
Search
- Area or Area Group ID
  Required
Action
Search
- Customer Name
  Required
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Search or write
- Quote Number
- Quote Description
- Customer ID
  Required
- Contact ID
- Quote Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
Action
Search or write
Create Lead
Creates a lead.
Action
Write

List Secondary Companies
List secondary companies added to your WeQuote account
Trigger
Polling
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- Quote ID
  Required
Trigger
Polling
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List Currencies
List all the currencies enabled in the Wequote account
Trigger
Polling
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- Project ID
  Required
- Supplier ID
- Status
Trigger
Polling
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List Product
List all products in an organisation
Trigger
Polling
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- Quote ID
  Required
Trigger
Polling
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List Suppliers
List the suppliers under your organisation
Trigger
Polling
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Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
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Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
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Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
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- Project ID
  Required
- Document Name
  Required
- Document URL
  Required
Action
Write
- Quote ID
  Required
- Area ID
- Product ID
  Required
- Quantity
  Required
- Category ID
- Cost Price
- Sell Price
Action
Write
- Original Quote ID
  Required
- Customer ID
  Required
- Quote Number
- Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
Action
Write
- Customer Name
  Required
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Write
- Customer ID
  Required
- Contact ID
- Quote Number
- Quote Description / Name
  Required
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
Action
Write
- Quote ID
  Required
- Type
  Required
- Area Group ID
- Description
  Required
- Heading Content
- Image ID
Action
Write
- Quote ID
  Required
Action
Write
- Quote ID
  Required
- Type
  Required
- Area Group ID
- Description
  Required
- Heading Content
- Image ID
Action
Search
- Quote ID
  Required
- Description
Action
Search
- Customer ID
  Required
- First Name
- Surname
Action
Search
- Project ID
  Required
- Purchase Order Number
- Supplier ID
- Status
Action
Search
- Quote Number
- Quote Description
Action
Search
- Supplier Name
Action
Search
- WeQuote ID
  Required
Action
Search
- Purchase Order ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Supplier ID
  Required
Action
Search
- Customer ID
  Required
- First Name
- Surname
- First Name
  Required
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Search or 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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CRM (Customer Relationship Management)

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About WeQuote

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.

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Related categories

IT Operations