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Z Workforce logoZ Workforce logo

Odoo CRM + Z Workforce

Odoo CRM + Z Workforce

Odoo CRM + Z Workforce integrations

Update Z Workforce customers from new leads in Odoo CRM

Still updating your contact lists by hand? This integration saves you from that hassle, automatically creating a new customer, or updating an existing customer, in Z Workforce as soon as a new lead is generated in Odoo CRM.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers on a new lead.
    TriggerPolling
  2. automatically do this!
    Create or Update a Customer
    Create or Update a Customer
    Create or Update a CustomerRecipe to create or update an app customer in the Z Workforce company account. Remember that category and subcategory fields can only be updated by APIs and Zapier recipes. You need to create them manually in the Z Workforce Panel first.
    ActionWrite
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More things you can do with Odoo CRM and Z Workforce

Discover other triggers and actions you can use with Odoo CRM and Z Workforce

  • Odoo CRM triggers, actions, and search
    New Lead

    Triggers on a new lead.

    Trigger
    Polling
    Try It
    • Field person ID
      Required
    • Profile name
    • Name
      Required
    • Email address
      Required
    • Phone number
      Required
    • Portifolio customers
    • Sunday - daily working hours
    • Monday - daily working hours
    • Tuesday - Daily Working Hours
    • Wednesday - Daily Working Hours
    • Thursday - Daily Working Hours
    • Friday - Daily Working Hours
    • Satudary - Daily Working Hours
    Action
    Write
    • Page
    • Results per page
    • Start Date
    • End Date
    • Field Team IDs
    • Customers IDs
    Action
    Write
    • Z Workforce Result ID
      Required
    Action
    Write
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write
    • Customer ID
      Required
    • Customer Name
      Required
    • Contact name
    • Contact Phone
    • Email
    • Address
      Required
    • Address 2
    • Address number
    • Address area
    • City
      Required
    • Estate or province
    • Country
      Required
    • Subategory
    • Zipcode
    • Category
    • Type
    • Stage
    • Latitude
    • Longitude
    • Linked person field
    Action
    Write
    • Visit Title
    • Customer ID
      Required
    • Field person ID
      Required
    • Start
      Required
    • End
      Required
    • Field person e-mail
    • Visit ID from CRM
    Action
    Write
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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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z-workforce logo
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About Z Workforce
Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions
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