Odoo ERP Self Hosted + Plezi integrations
Create new leads/opportunities in Odoo ERP Self Hosted from new contacts in Plezi
This workflow kicks off when a new contact is made in Plezi, which then results in creating a lead or opportunity in the Odoo ERP Self Hosted app. Save time and increase productivity by letting this workflow seamlessly move data between the two applications. Perfect for businesses using both Plezi and Odoo to streamline their customer acquisition and management processes.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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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
- ContentRequired
Try ItTriggerPolling- Score ThresholdRequired
- Attribute Value Format
Try ItTriggerPolling- New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Option: Keep multiple select values
- Initial Source
- Source
ActionWrite
- Attribute
Try ItTriggerPolling- Contact StatusRequired
- All Contacts
Try ItTriggerPolling- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
ActionWrite- New Database
Triggers when you add a new database.
Try ItTriggerPolling
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
Plezi helps fast growing B2B companies to generate more leads thanks to their content.
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