Odoo ERP Self Hosted + Plezi

Create new leads/opportunities in Odoo ERP Self Hosted when contact scores change in Plezi

Enjoy seamless management of client interactions by automatically creating a new lead or opportunity in your self-hosted Odoo ERP whenever a contact's score changes in Plezi. This workflow not only saves time and effort but also eliminates the risk of error associated with manual data entry. Watch as your effective sales and marketing strategies translate into valuable leads and opportunities in real-time, helping you stay ahead of the competition.

When this happens...
Contact Score Changed
Triggers when the score of a contact is changed above a specific value.
TriggerPolling
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

- ContentRequired
Trigger
Polling
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- Score ThresholdRequired
- Attribute Value Format
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Option: Keep multiple select values
- Initial Source
- Source
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

- Attribute
Trigger
Polling
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- Contact StatusRequired
- All Contacts
Trigger
Polling
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- Contact EmailRequired
- Event DescriptionRequired
- Behaviour PointRequired
Action
Write
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

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.