Odoo ERP Self Hosted + Webmecanik Automation

Create new leads/opportunities in Odoo ERP Self Hosted for every new form entry in Webmecanik Automation

This workflow enhances your lead management by instantly generating opportunities in your self-hosted Odoo ERP whenever a new form entry occurs in Webmecanik Automation. It takes the tedious task of manual data entry off your plate, ensuring accurate and prompt lead registration. Simplify your procedures and expedite lead conversion with this efficient workflow, designed to keep your sales team ahead of the curve.

When this happens...
New Form Entry
Triggers when a form is submitted.
TriggerInstant
automatically do this!
Create Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Email
Trigger
Instant
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- Landing Page
Trigger
Instant
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Contact Segment Changed
Triggers when contact segment change.
Trigger
Instant
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New Database
Triggers when you add a new database.
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
- ModuleRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- Creates Event Copy
- DatabaseRequired
Action
Write
- Creates Note Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
- ModuleRequired
Action
Write
- Creates Todo Copy
- DatabaseRequired
Action
Write

Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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- FormRequired
Trigger
Instant
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Contact Points Changed
Triggers when contact points change.
Trigger
Instant
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Create or Update Contact
Creates a new contact or updates and existing contact.
Action
Write
- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- DatabaseRequired
Trigger
Polling
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- Creates Lead Copy
- DatabaseRequired
Action
Write
- Creates Product Copy
- DatabaseRequired
Action
Write
- Creates Task Copy
- DatabaseRequired
Action
Write
- DatabaseRequired
Action
Write

About Odoo ERP Self Hosted

Odoo ERP Self Hosted (formerly known as OpenERP) 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 ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.