1.Monitors new or updated lead record
Integrate Odoo ERP Self Hosted and mapping tools to pull lead records and expose source fields for mapping.
Update won business development trial leads to list
Automatically pull new or updated trial lead records across Odoo ERP Self Hosted and enrich them with ActiveCampaign data. Automatically create nurture-ready outreach lists when trial marked won, trials assigned to business development, or lead records updated—so you can update contact fields, add to nurture lists, and gate qualified follow-up without manual triage.
How this automation powers BD trial outreach
When new or updated record changes in your configured lead model, unqualified trial leads can trigger missed timing and messy follow-up. This automation pulls lead data, filters to BD trial wins, and updates ActiveCampaign contacts and nurture lists—so your team can prioritize outreach at the right moment.
Odoo ERP Self Hostedor swap with your favorite app
2.Filters to BD trial wins criteria
Integrate Filter by Zapier and conditional logic to continue only for qualifying trial and won business development records.
Filter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate ActiveCampaign and contact lookup tools to match the source email and locate the existing marketing contact.
ActiveCampaignor swap with your favorite app
4.Updates contact and adds to list
Integrate ActiveCampaign and CRM field updates to map status fields and add the contact to your nurture list.
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