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Odoo ERP Self Hosted + Plezi

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

Streamline your business processes with this efficient workflow. When a contact status changes in Plezi, this automation instantly creates a lead or opportunity within your Odoo ERP Self Hosted app. That way, you're always ready to act on fresh leads and opportunities.

Streamline your business processes with this efficient workflow. When a contact status changes in Plezi, this automation instantly creates a lead or opportunity within your Odoo ERP Self Hosted app. That way, you're always ready to act on fresh leads and opportunities.

  1. When this happens...
    PleziPlezi
    Contact Status Changed

    Triggers when the status of a contact is changed.

    TriggerScheduled
  2. automatically do this!
    Odoo ERP Self HostedOdoo ERP Self Hosted
    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

What does this mean?
    • ContentRequired

    Trigger
    Scheduled
    Try It
    • Score ThresholdRequired

    • Attribute Value Format

    Trigger
    Scheduled
    Try It
  • Plezi triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Option: Keep multiple select values

    • Initial Source

    • Source

    Action
    Write
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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.

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