Odoo CRM + Saleshandy

Create prospects in Saleshandy from new leads in Odoo CRM

Streamline your sales process with this intuitive workflow. When a new lead is added in the Odoo CRM app, it automatically creates a prospect and adds them to a sequence in Saleshandy. This seamless integration eliminates manual data entry, speeding up your lead nurturing process and freeing your team to focus on closing deals.

Streamline your sales process with this intuitive workflow. When a new lead is added in the Odoo CRM app, it automatically creates a prospect and adds them to a sequence in Saleshandy. This seamless integration eliminates manual data entry, speeding up your lead nurturing process and freeing your team to focus on closing deals.

  1. When this happens...
    Odoo CRMOdoo CRM
    New Lead

    Triggers on a new lead.

    TriggerPolling
  2. automatically do this!
    SaleshandySaleshandy
    Create Prospect/Add Prospect to Sequence

    create prospects in saleshandy

    ActionWrite
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Supported triggers and actions

  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write
  • Saleshandy triggers, actions, and search

    Assign a Tag to a Prospect

    Assign a tag to a prospect in Saleshandy

    Action
    Write
  • Saleshandy triggers, actions, and search

    Create Prospect/Add Prospect to Sequence

    create prospects in saleshandy

    Action
    Write
    • Prospect EmailRequired

    • Pause for DaysRequired

    Action
    Write
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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."

Related categories

  • CRM (Customer Relationship Management)

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About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

Related categories

  • Sales & CRM