Odoo ERP Self Hosted + Webmecanik Automation

Odoo ERP Self Hosted + Webmecanik Automation integrations

Create new leads/opportunities in Odoo ERP Self Hosted for every new form entry in Webmecanik Automation

This workflow enhances your lead management by instantly generating opportunities in your self-hosted Odoo ERP whenever a new form entry occurs in Webmecanik Automation. It takes the tedious task of manual data entry off your plate, ensuring accurate and prompt lead registration. Simplify your procedures and expedite lead conversion with this efficient workflow, designed to keep your sales team ahead of the curve.

When this happens...
New Form EntryTriggers when a form is submitted.
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 Webmecanik Automation and Odoo ERP Self Hosted

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

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Email
Trigger
Instant
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- Landing Page
Trigger
Instant
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Contact Segment Changed
Triggers when contact segment change.
Trigger
Instant
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New Database
Triggers when you add a new database.
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- 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

Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Contact Points Changed
Triggers when contact points change.
Trigger
Instant
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Create or Update Contact
Creates a new contact or updates and existing contact.
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

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 Webmecanik Automation

Webmecank Automation is a marketing automation software based on Mautic community project.

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Related categories

Marketing

Related Zap Templates

Create new leads/opportunities in Odoo ERP Self Hosted from new contacts in Webmecanik Automation

Related Zap Templates

Create new leads/opportunities in Odoo ERP Self Hosted from new contacts in Webmecanik Automation