Odoo ERP Self Hosted + Tally

Odoo ERP Self Hosted + Tally integrations

Create new leads/opportunities in Odoo ERP Self Hosted from new submissions in Tally

Make your sales follow-ups efficient and accurate with this optimized workflow. Each time a new submission is made in Tally, a corresponding lead or opportunity is immediately created in your Self-Hosted Odoo ERP. This ensures that your sales team can track prospects in real-time, increasing the likelihood of conversions and revenue growth. Automate your process, save time and streamline your sales forecasting with this setup.

When this happens...
New SubmissionTriggers when a new form submission is received.
TriggerInstant
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 Tally and Odoo ERP Self Hosted

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

- Select a form
  Required
Trigger
Instant
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

- 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

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)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Podio

Project Management

Zapier Forms

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

About Tally

The simplest way to create beautiful forms and surveys, for free.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Forms

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

Related Zap Templates

Create notes in Odoo ERP Self Hosted for new Tally submissions

Create new records in Odoo ERP Self Hosted for every new submission in Tally