Create or update companies in Map My Customers from new leads or opportunities in Odoo ERP Self Hosted
This workflow begins when a new lead or opportunity arises in your Odoo ERP Self Hosted platform. It then intuitively creates or updates company details in your Map My Customers application. It's a seamless channel of communication between the two platforms, ensuring your customer data is consistent and up-to-date. This automation aids in maintaining an accurate customer database, enabling you to focus on nurturing prospective leads.
This workflow begins when a new lead or opportunity arises in your Odoo ERP Self Hosted platform. It then intuitively creates or updates company details in your Map My Customers application. It's a seamless channel of communication between the two platforms, ensuring your customer data is consistent and up-to-date. This automation aids in maintaining an accurate customer database, enabling you to focus on nurturing prospective leads.
- When this happens...New Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
- automatically do this!Create or Update Company
Creates or Updates a Company.
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