Create new Odoo CRM leads from new Microsoft Outlook emails matching a search
Elevate your sales efficiency with this streamlined workflow. Whenever a new email in Microsoft Outlook matches a specified search, a lead is immediately formulated in your Odoo CRM. This helps reduce laborious manual data entry and ensures no potential leads slip through the cracks. Watch as your productivity amplifies, by bridging the gap between your email and CRM system.
Elevate your sales efficiency with this streamlined workflow. Whenever a new email in Microsoft Outlook matches a specified search, a lead is immediately formulated in your Odoo CRM. This helps reduce laborious manual data entry and ensures no potential leads slip through the cracks. Watch as your productivity amplifies, by bridging the gap between your email and CRM system.
- When this happens...New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Create Lead
Triggers on a new lead.
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