Odoo CRM + Tookan
Create Tookan pick and delivery tasks from new Odoo CRM leads
Streamline your CRM and delivery processes with this seamless workflow. When a new lead is added to your Odoo CRM, it simultaneously creates a pick and delivery task in Tookan. This effective automation reduces manual input, optimizes efficiency, and ensures faster task creation, allowing you to focus on what matters most - nurturing leads and growing your business.
Streamline your CRM and delivery processes with this seamless workflow. When a new lead is added to your Odoo CRM, it simultaneously creates a pick and delivery task in Tookan. This effective automation reduces manual input, optimizes efficiency, and ensures faster task creation, allowing you to focus on what matters most - nurturing leads and growing your business.
- When this happens...New Lead
Triggers on a new lead.
- automatically do this!Create a Pick and Delivery Task
Creates a Pick and Delivery Task.
- Free forever for core features
- 14 day trial for premium features & apps
New Lead
Triggers on a new lead.
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Pick Up Customer Name
Pick Up Customer Email
Pick Up Customer Phone
Pick Up BeforeRequired
Pick Up Task AddressRequired
Pick Up Address Latitude
Pick Up Address Longitude
Delivery Customer Name
Delivery Customer Email
Delivery Customer Phone
Delivery BeforeRequired
Delivery Task AddressRequired
Delivery Task Address Latitude
Delivery Task Address Longitude
TimezoneRequired
Pick Up Task Template Name
Delivery Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Create Lead
Creates a lead.
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task
Team
Agent
Agent Tags
Tracking Link
