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Odoo ERP Self Hosted + Salesforce

Create new Salesforce leads from new leads/opportunities in Odoo ERP Self Hosted

Stay ahead of the curve by seamlessly transferring new leads or opportunities from your self-hosted Odoo ERP to Salesforce. This workflow instantly creates new leads in Salesforce when fresh opportunities arise in your Odoo ERP, ensuring your sales team immediately moves on potential clients. Optimize your pipeline and accelerate conversions with this efficient and integrated solution.

Stay ahead of the curve by seamlessly transferring new leads or opportunities from your self-hosted Odoo ERP to Salesforce. This workflow instantly creates new leads in Salesforce when fresh opportunities arise in your Odoo ERP, ensuring your sales team immediately moves on potential clients. Optimize your pipeline and accelerate conversions with this efficient and integrated solution.

  1. When this happens...
    Odoo ERP Self HostedOdoo ERP Self Hosted
    New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Odoo ERP Self Hosted triggers, actions, and search

    New Database

    Triggers when you add a new database.

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    • ModuleRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It

    • DatabaseRequired

    Trigger
    Scheduled
    Try It
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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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn moreHelp

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Related Zap Templates

  • Create Salesforce records for new records in Odoo ERP Self Hosted
  • Create Salesforce records when new products are added in Odoo ERP Self Hosted

Related Zap Templates

 

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