OnePageCRM + Odoo ERP Self Hosted

Create new leads/opportunities in Odoo ERP Self Hosted from new contacts in OnePageCRM

Easily streamline your CRM and ERP processes with this efficient workflow. When a new contact emerges in OnePageCRM, it instantly generates a lead or opportunity in your self-hosted Odoo ERP. This simplifies your task of manually inputting data, avoids delayed lead follow-ups, and enhances your business productivity. With this seamless process, nurturing your newly added contacts from OnePageCRM into potential opportunities in Odoo ERP becomes effortless.

When this happens...
New Contact
Triggers when a contact is created.
TriggerPolling
automatically do this!
Create Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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Supported triggers and actions

- Contact ID
Trigger
Polling
Try It
- Filter by Type
Trigger
Instant
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It

- Contact IDRequired
- TextRequired
- Type
Action
Write
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Write

- Contact IDRequired
- TextRequired
Action
Write
- Deal IDRequired
- Name
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Search phrase
- Deal ID
Action
Search
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Next Action Text
- Next Action Date
- Starred
Action
Search or write
New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
- ModuleRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- Creates Event Copy
- DatabaseRequired
Action
Write
- Creates Note Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
- ModuleRequired
Action
Write
- Creates Todo Copy
- DatabaseRequired
Action
Write

Completed Next Action
Triggers when a next action is completed.
Trigger
Instant
Try It
- Contact ID
Trigger
Polling
Try It
- Deal Status
- Filter by Deal Name
- Filter by Custom Filter
- Filter by Tag
Trigger
Polling
Try It
- Search Phrase
- Custom Filter ID
- Filter by Contact Status
- Filter by Tag
- Filter by Lead Source
- Filter by Deal Status
- Starred
- Include My Team Contacts
Trigger
Polling
Try It
- Contact IDRequired
- Comment
Action
Write
- Contact IDRequired
- Result
- Text
- Phone Number
- Via
- Notify users
Action
Write
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Job Title
- Company Name
- Work
- Home
- Mobile
- Work
- Home
- Other
- Website
- Twitter
- Linkedin
- Facebook
- Instagram
- Other
- Street
- City
- State
- Zip
- Country
- Type
- Status
- Tag
- Lead Source
- Background
- Owner
- Starred
Action
Write
- Search Phrase (name, email or phone)
- Contact ID
- Include My Team Contacts
Action
Search
- Search phrase
- Access
- User ID
Action
Search
- Search phrase
- Deal ID
- Contact IDRequired
- NameRequired
- Pipeline ID
- Owner
- Text
- Status
- Amount
- Cost
- Months
- Base
- Type
- Value
Action
Search or write
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
Try It
- Creates Lead Copy
- DatabaseRequired
Action
Write
- Creates Product Copy
- DatabaseRequired
Action
Write
- Creates Task Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write

About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) 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 ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.

Related categories

CRM (Customer Relationship Management)

OnePageCRM + Odoo ERP Self Hosted

Create new leads/opportunities in Odoo ERP Self Hosted from new contacts in OnePageCRM

Closed Sales Cycle

New Next Action

New Contact

New Note

Updated Deal

Create Next Action

Create Contact

Create Note

Update Deal

Find Deal

Find or Create a Contact

New Database

New Lead/Opportunity

New Note

New Record

New Calendar Todo

Create Calendar Event

Create Note

Create Record

Create Calendar Todo

Completed Next Action

New Call

New Deal

Updated Contact

Close Sales Cycle

Create Call

Create Deal

Update Contact

Find Contact

Find User

Find or Create a Deal

New Calendar Event

New Module

New Product

New Project Task

New User

Create Lead/Opportunity

Create Product

Create Project Task

Create User

About OnePageCRM

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About Odoo ERP Self Hosted

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