Harold + Odoo ERP Self Hosted

Harold + Odoo ERP Self Hosted integrations

Create leads/opportunities in Odoo from newly processed Harold documents

Manually re-keying lead and opportunity details from incoming PDFs or emails into Odoo wastes time and introduces data entry errors, especially when volume picks up. This Zap automatically extracts the relevant lead data from a PDF or email with Harold and creates a lead/opportunity record directly in your self-hosted Odoo ERP. No copy-pasting, no missed fields, and no manual lookup between your inbox and your CRM. Your sales team gets new leads logged in Odoo the moment they arrive, so follow-up starts faster and nothing slips through the cracks.

When this happens...
New Processed DocumentTriggers when Harold finishes processing a document through a Zapier-enabled inbox. Documents above the confidence threshold fire immediately; others are held for review.
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 Harold and Odoo ERP Self Hosted

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

- Document Template
  Required
Trigger
Instant
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- Database
  Required
Trigger
Polling
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- 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
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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
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- 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 Harold

Harold is a document processing tool that extracts structured data from supplier and customer documents into import-ready files for your ERP or business system.

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Related categories

AI Document Extraction

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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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