Odoo CRM + SalesHive

Create leads in Odoo CRM for new meetings in SalesHive

Streamline your sales pipeline by integrating SalesHive and Odoo CRM. Whenever a new meeting is organized in SalesHive, this automation will instantly create a lead in Odoo CRM. It's an excellent solution for ensuring that potential clients from meetings are promptly added to the CRM, facilitating faster follow-ups and efficient lead management.

When this happens...
New Meeting Added
Triggers when a new meeting is added.
TriggerPolling
automatically do this!
Create Lead
Triggers on a new lead.
ActionWrite

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Supported triggers and actions

Account Status Updated
Triggered when an account status is updated.
Trigger
Polling
Try It
Meeting Status Updated
Triggered when a meeting status is updated.
Trigger
Polling
Try It
New Account Note Added
Triggered when a new note is added.
Trigger
Polling
Try It
New Domain Added to Blacklist
Triggered when a new domain added to blacklist.
Trigger
Polling
Try It
New Campaign Added
Triggered when a new campaign is created.
Trigger
Polling
Try It

New Contact Added
Triggers when a new contact is added.
Trigger
Polling
Try It
New Email Sent From Campaign
Triggered when a new email is sent.
Trigger
Polling
Try It

- Contain
Trigger
Polling
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Potential Meeting Status Updated
Triggered when a potential meeting status is updated.
Trigger
Polling
Try It
- ContactEmail
- Title
- Note
Action
Write
- NameRequired
- Account Name Long
- Email DomainsRequired
- WebsiteRequired
- Account Owner
- Account Category
- Account Status
- Industry
- Address 1
- Address 2
- City
- State
- Country
- Zip
- Reason Unqualified
- Account Type
- Account Client Status
- Is Deleted
- Notes Title
- Note
- Company Employee Count
- Company Revenue
- Company Phone
Action
Write
- Domain__c
Action
Write
- First Name
- Last Name
- EmailRequired
- Title
- Company
- Company Name Long
- City
- State
- Country
- Website
- Phone
- LinkedIn URL
- Industry
- Address 1
- Address 2
- Zip
- Contact Category
- Account Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Direct Phone
- Company Phone
- Other Phone 1
- Other Phone 2
- Note
- Notes Title
- Validation Score
- Contact Status
- Employee Count
- Company Revenue
- Specialty
- Number Of Physicians
- Sales Development Reps
- Tag
Action
Write
- SalesHive ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Write
- Email
Action
Write
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

Contact Status Updated
Triggered when a contact status is updated.
Trigger
Polling
Try It
New Account Added
Triggers when a new account is added.
Trigger
Polling
Try It
New Email Added on Blacklist
Triggers when a new contact added on blacklist.
Trigger
Polling
Try It
New Meeting Added
Triggers when a new meeting is added.
Trigger
Polling
Try It
New Call Made
Triggered when a new call is added.
Trigger
Polling
Try It
New Email Receive From Campaign
Triggered when a new email is Receive.
Trigger
Polling
Try It
New Potential Meeting
Triggered when a new potential meeting is added.
Trigger
Polling
Try It
New Removed Contacts
Triggered when a new removed is added.
Trigger
Polling
Try It
- Email
- Campaign ID
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
Action
Write
- First Name
- Last Name
- Email
- Title
- Company
- Company Name Long
- Website
- Phone
- LinkedIn URL
- Campaign ID
- Industry
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Contact Category
- Account Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Contact Status
- Direct Phone
- Company Phone
- Notes Title
- Note
- Skip updating existing contacts
- Insert Null Values
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
- CompanyEmployeeCount
- CompanyRevenue
- Specialty
- Number of Physicians
Action
Write
- Email
Action
Write
- Name
- Last Name
- Title
- Company
- EmailRequired
- Linked In Url
- Direct Phone
- Company Phone
- Website
- Meeting StatusRequired
- Meeting Source
- Meeting Set Date
- Meeting Set By
- Meeting Date
- Meeting Time Zone
- Owner
- Contract Value
- Reminder Email Account
- Industry
- Seniority
- Send Reminder
- Note Title
- Note
- IsDaylightSavingTime
Action
Write
- First Name
- Last Name
- Title
- Company
- Email
- Linked In Url
- Meeting Source
- Owner
- Reminder Email Account
- Engagement Status
- Direct Phone
- Company Phone
- Meeting Set By
- Note Title
- Note
Action
Write
- EmailRequired
Action
Write
- Domain
Action
Write
Create Lead
Creates a lead.
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."