1.Detects new lead record
Integrate Odoo ERP Self Hosted and CRM workflows to detect new lead records for trial onboarding.
Add free trial leads to nurture list with owner links
Automatically monitor new record entries across Odoo ERP Self Hosted, and Zapier tools, and ActiveCampaign for free edition trial leads. Create and update contact records when free edition trial leads appear or salesperson links are generated or nurture list IDs are set—so you can onboard faster and follow up reliably without manual reporting.
How this automation accelerates your trial onboarding
When new record entries arrive with free edition trial data, leads can stall without timely enrichment and list placement. This automation filters qualifying records, generates salesperson links, and creates or updates ActiveCampaign contacts and tags—so your team can start nurture instantly.
Odoo ERP Self Hostedor swap with your favorite app
2.Filters qualifying free trial leads
Integrate Filter by Zapier and CRM validation tools to continue only for free edition trial records with a salesperson email.
Filter by Zapieror swap with your favorite app
3.Generates salesperson link token
Integrate Formatter by Zapier and link mapping tools to transform the salesperson token and build a personal calendly URL.
Formatter by Zapieror swap with your favorite app
4.Creates or updates contact
Integrate ActiveCampaign and contact management tools to create or update the contact and add it to the nurture list.
ActiveCampaignor swap with your favorite app
5.Applies free edition tags and starts automation
Integrate ActiveCampaign and marketing automation workflows to add the Free Edition tag and start onboarding when contact is created or updated.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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