Odoo CRM + Portal.io
Create new leads in Odoo CRM when contacts are updated in Portal.io
Keep your business opportunities up-to-date effortlessly with this workflow. When any alterations occur to your contacts in Portal.io, a new lead gets instantly created in your Odoo CRM. This seamless process ensures your customer data remains fresh and accurate, helping you stay organized and proactive with your business prospects.
Keep your business opportunities up-to-date effortlessly with this workflow. When any alterations occur to your contacts in Portal.io, a new lead gets instantly created in your Odoo CRM. This seamless process ensures your customer data remains fresh and accurate, helping you stay organized and proactive with your business prospects.
- When this happens...Contact Modification
Triggers when a contact updated.
- automatically do this!Create Lead
Triggers on a new lead.
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About Odoo CRM
Odoo 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 CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."
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About Portal.io
Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.