Odoo CRM + Odoo ERP Self Hosted
Create new leads/opportunities in Odoo ERP Self Hosted from new leads in Odoo CRM
When a new lead is added in the Odoo CRM app, streamline your workflow by instantly creating a lead or opportunity in your self-hosted Odoo ERP app. This automation ensures that every potential client is promptly and efficiently handled across your various platforms, improving your sales process and opportunity management.
When a new lead is added in the Odoo CRM app, streamline your workflow by instantly creating a lead or opportunity in your self-hosted Odoo ERP app. This automation ensures that every potential client is promptly and efficiently handled across your various platforms, improving your sales process and opportunity management.
- When this happens...New Lead
Triggers on a new lead.
- 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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