Leader CRM + Odoo CRM

Create leads in Odoo CRM for new tasks in Leader CRM

Effortlessly manage new tasks in Leader CRM and enhance your sales process by linking it to Odoo CRM for lead creation. This streamlined workflow centralizes client information and ensures timely follow-ups, improving your sales efficiency and customer relationships. Simplify your workload and stay ahead of the competition with this automated solution.

When this happens...
New Task
Triggers when a new task is created.
TriggerInstant
automatically do this!
Create Lead
Triggers on a new lead.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new record is added to the Last Activity column.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Full name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone number
- Email
- Url
- Address
- Birthday
- Note
Action
Write
- TitleRequired
- Contact id
- Assigned to
- Reminder date
- Due date
- Note
Action
Write

- Name
- Phone
- Email
Action
Search
- Full name
- Phone number
- Email
- Job title
- Company
- Assigned to
- Labels
- Status
- Url
- Address
- Birthday
- Note
Action
Search or write

Create Lead
Creates a lead.
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Additional events
Trigger
Instant
Try It
- Contact idRequired
- NoteRequired
Action
Write
- IdRequired
- Name
- Job title
- Company
- Assigned to
- Labels
- Status
- Phone
- Email
- Ur
- Address
- Birthday
- Note
Action
Write
- Name
- Phone
- Email
Action
Search
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

About Leader CRM

Leader helps businesses to capture and manage leads & customers on the go.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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)

Leader CRM + Odoo CRM

Create leads in Odoo CRM for new tasks in Leader CRM

Supported triggers and actions

New Activity

New Note

New Task

Create Contact

Create Task

Find Contact

Find or Create Contact

Create Lead

New Contact

New or Updated Contact

Updated Contact

Create Note

Update Contact

Find or Create Contact

New Lead

About Leader CRM

Related categories

Similar apps

Zapier Interfaces

About Odoo CRM

Related categories

Similar apps

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Odoo ERP Self Hosted

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