Generate new leads in Odoo CRM when new business opportunities arise in Simple CRM
Boost your sales process with this efficient workflow. Every time a new business opportunity arises in Simple CRM, a corresponding lead will be created in Odoo CRM. This seamless connection ensures you never miss a prospect and can quickly act on potential deals, improving your customer relationships and bolstering conversions.
Boost your sales process with this efficient workflow. Every time a new business opportunity arises in Simple CRM, a corresponding lead will be created in Odoo CRM. This seamless connection ensures you never miss a prospect and can quickly act on potential deals, improving your customer relationships and bolstering conversions.
- When this happens...New Business Opportunity
Triggers when a new interaction which type is "Sales" is created.
- automatically do this!Create Lead
Triggers on a new lead.
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New Company
Triggers when an new company is created.
Try ItNew Linked Contact and Company
Triggers when a link between a contact and a company is created.
Try ItNew Business Opportunity
Triggers when a new interaction which type is "Sales" is created.
Try ItNew Support Ticket
Triggers when a new interaction which is "Support" is created.
Try It
New Contact
Triggers when a new contact is created.
Try ItNew Interaction
Triggers when a new interaction is created.
Try ItNew Project
Triggers when a new project is created.
Try ItContact nameRequired
First Name
Email address
Address Line 1
Address Line 2
Postal Code
City
Country
Mobile phone number
Phone number
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