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Odoo CRM + Z Workforce

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.

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...
    Odoo CRMOdoo CRM
    New Lead

    Triggers on a new lead.

    TriggerScheduled
  2. automatically do this!
    Z WorkforceZ Workforce
    Create or Update a Customer

    Recipe 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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Supported triggers and actions

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

    New Lead

    Triggers on a new lead.

    Trigger
    Scheduled
    Try It

    • Field person IDRequired

    • Profile name

    • NameRequired

    • Email addressRequired

    • Phone numberRequired

    • 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 IDRequired

    Action
    Write
  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write

    • Customer IDRequired

    • Customer NameRequired

    • Contact name

    • Contact Phone

    • Email

    • AddressRequired

    • Address 2

    • Address number

    • Address area

    • CityRequired

    • Estate or province

    • CountryRequired

    • Subategory

    • Zipcode

    • Category

    • Type

    • Stage

    • Latitude

    • Longitude

    • Linked person field

    Action
    Write

    • Visit Title

    • Customer IDRequired

    • Field person IDRequired

    • StartRequired

    • EndRequired

    • Field person e-mail

    • Visit ID from CRM

    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."
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Related categories

  • CRM (Customer Relationship Management)

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z-workforce logo
z-workforce logo

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
Help

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