Odoo CRM + Z Workforce

Update Z Workforce customers from new leads in Odoo CRM

Still updating your contact lists by hand? This integration saves you from that hassle, automatically creating a new customer, or updating an existing customer, in Z Workforce as soon as a new lead is generated in Odoo CRM.

When this happens...
New Lead
Triggers on a new lead.
TriggerPolling
automatically do this!
Create or Update a Customer
Recipe to create or update an app customer in the Z Workforce company account. Remember that category and subcategory fields can only be updated by APIs and Zapier recipes. You need to create them manually in the Z Workforce Panel first.
ActionWrite

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Supported triggers and actions

New Lead
Triggers on a new lead.
Trigger
Polling
Try It
- Field person IDRequired
- Profile name
- NameRequired
- Email addressRequired
- Phone numberRequired
- Portifolio customers
- Sunday - daily working hours
- Monday - daily working hours
- Tuesday - Daily Working Hours
- Wednesday - Daily Working Hours
- Thursday - Daily Working Hours
- Friday - Daily Working Hours
- Satudary - Daily Working Hours
Action
Write
- Page
- Results per page
- Start Date
- End Date
- Field Team IDs
- Customers IDs
Action
Write
- Z Workforce Result IDRequired
Action
Write

Create Lead
Creates a lead.
Action
Write
- Customer IDRequired
- Customer NameRequired
- Contact name
- Contact Phone
- Email
- AddressRequired
- Address 2
- Address number
- Address area
- CityRequired
- Estate or province
- CountryRequired
- Subategory
- Zipcode
- Category
- Type
- Stage
- Latitude
- Longitude
- Linked person field
Action
Write
- Visit Title
- Customer IDRequired
- Field person IDRequired
- StartRequired
- EndRequired
- Field person e-mail
- Visit ID from CRM
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."

Related categories

CRM (Customer Relationship Management)

Similar apps

About Z Workforce

Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions