Odoo ERP Self Hosted + Plezi

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.
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
Try It
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 scores change in Plezi

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