Odoo CRM + Reflect

Add new Odoo CRM leads to Reflect notes daily

Easily manage your contacts and keep track of your tasks with this Odoo CRM to Reflect workflow. Whenever a new lead is added in Odoo CRM, the information will be promptly updated to your daily notes on Reflect. This seamless connection ensures that you're always on top of your customer interactions and potential opportunities, saving you time and enhancing your productivity.

When this happens...
New Lead
Triggers on a new lead.
TriggerPolling
automatically do this!
Append to Daily Note
Appends text to the daily note
ActionWrite

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Supported triggers and actions

New Lead
Triggers on a new lead.
Trigger
Polling
Try It
- Graph IDRequired
Trigger
Polling
Try It
- TextRequired
- Date
- List name
- Transform typeRequired
- Graph IDRequired
Action
Write
- Note SubjectRequired
- Note Content HTML
- Note Content Markdown
- Note Pinned
- Graph IDRequired
Action
Write

Create Lead
Creates a lead.
Action
Write
- Graph IDRequired
Trigger
Polling
Try It
- URLRequired
- Title
- Description
- Graph IDRequired
Action
Write

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."