Microsoft Outlook + Odoo ERP Self Hosted
Create new leads/opportunities in Odoo ERP Self Hosted from new matching emails in Microsoft Outlook
With this workflow, whenever you receive a new email in Microsoft Outlook that matches your chosen search criteria, a new lead or opportunity is instantly created in your Odoo ERP Self Hosted system. This automation maximizes efficiency by ensuring a quick and seamless transfer of potential leads from your emails to your ERP system, allowing your team to focus on nurturing these opportunities rather than manually inputting data. No more missing out on potential leads due to email overflow, this workflow keeps your sales pipeline up-to-date and robust.
With this workflow, whenever you receive a new email in Microsoft Outlook that matches your chosen search criteria, a new lead or opportunity is instantly created in your Odoo ERP Self Hosted system. This automation maximizes efficiency by ensuring a quick and seamless transfer of potential leads from your emails to your ERP system, allowing your team to focus on nurturing these opportunities rather than manually inputting data. No more missing out on potential leads due to email overflow, this workflow keeps your sales pipeline up-to-date and robust.
- When this happens...New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Create Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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