Odoo ERP Self Hosted + Plezi

Odoo ERP Self Hosted + Plezi integrations

Create new leads/opportunities in Odoo ERP Self Hosted when contact scores change in Plezi

Enjoy seamless management of client interactions by automatically creating a new lead or opportunity in your self-hosted Odoo ERP whenever a contact's score changes in Plezi. This workflow not only saves time and effort but also eliminates the risk of error associated with manual data entry. Watch as your effective sales and marketing strategies translate into valuable leads and opportunities in real-time, helping you stay ahead of the competition.

When this happens...
Contact Score ChangedTriggers when the score of a contact is changed above a specific value.
TriggerPolling
automatically do this!
Create Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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More things you can do with Plezi and Odoo ERP Self Hosted

Discover other triggers and actions you can use with Plezi and Odoo ERP Self Hosted

- Content
  Required
Trigger
Polling
Try It
- Score Threshold
  Required
- Attribute Value Format
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Option: Keep multiple select values
- Initial Source
- Source
Action
Write
- Database
  Required
Trigger
Polling
Try It

- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It

- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_lead_copy
- Database
  Required
Action
Write
- Creates_product_copy
- Database
  Required
Action
Write
- Creates_task_copy
- Database
  Required
Action
Write
- Database
  Required
Action
Write

- Attribute
Trigger
Polling
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- Contact Status
  Required
- All Contacts
Trigger
Polling
Try It
- Contact Email
  Required
- Event Description
  Required
- Behaviour Point
  Required
Action
Write
New Database
Triggers when you add a new database.
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Database
  Required
- Module
  Required
Trigger
Polling
Try It
- Database
  Required
Trigger
Polling
Try It
- Creates_event_copy
- Database
  Required
Action
Write
- Creates_note_copy
- Database
  Required
Action
Write
- Database
  Required
- Module
  Required
Action
Write
- Creates_todo_copy
- Database
  Required
Action
Write

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.

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Related categories

CRM (Customer Relationship Management)

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About Plezi

Plezi helps fast growing B2B companies to generate more leads thanks to their content.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create new leads/opportunities in Odoo ERP Self Hosted when contact status changes in Plezi

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