Odoo CRM + Timely
Create new leads in Odoo CRM when customer triggers occur in Timely
When a new customer event occurs in Timely, it's essential to act quickly. With this workflow, you can immediately create a new lead in Odoo CRM. This efficient process not only keeps your customer data up-to-date but also puts your team in a prime position to leverage new business opportunities in real time.
When a new customer event occurs in Timely, it's essential to act quickly. With this workflow, you can immediately create a new lead in Odoo CRM. This efficient process not only keeps your customer data up-to-date but also puts your team in a prime position to leverage new business opportunities in real time.
- When this happens...Customer Trigger
Triggers on any new or updated customer.
- 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 Timely
Timely is appointment software. Designed to manage every aspect of your business. Clients, schedule, staff, stock, sales, reporting & more.