Odoo CRM + WeQuote

Create new Odoo CRM leads when quotes are created in WeQuote

Streamline your sales process with this efficient workflow. When a new quote is set up in the WeQuote app, a corresponding lead is instantly created within the Odoo CRM app. This smooth process helps in real-time data management, thereby saving time and reducing the risk of manual data entry errors. Leverage this automation to keep your sales funnel updated and focus on closing more deals.

When this happens...
Quote Created
Triggers when a quote is created or cloned
TriggerInstant
automatically do this!
Create Lead
Triggers on a new lead.
ActionWrite

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Supported triggers and actions

List Secondary Companies
List secondary companies added to your WeQuote account
Trigger
Polling
Try It
- Quote IDRequired
Trigger
Polling
Try It
List Currencies
List all the currencies enabled in the Wequote account
Trigger
Polling
Try It
- Purchase Order IDRequired
Trigger
Polling
Try It
List Project
List the projects under your organisation
Trigger
Polling
Try It

List Subsystems
List all the subsystems in the organisation
Trigger
Polling
Try It
Purchase Order Created
Triggers when a PO is created
Trigger
Instant
Try It

Project Created
Triggers when a Project is created
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created or cloned
Trigger
Instant
Try It
- Customer IDRequired
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Write
- Purchase Order IDRequired
- StatusRequired
Action
Write
- Project IDRequired
- Supplier IDRequired
Action
Write
- Purchase Order IDRequired
- QuantityRequired
- SKU
- Manufacturer Name
- Model
- Description
- Unit Cost
- Received Quantity
Action
Write
- Quote IDRequired
- Blank Revision
Action
Write
- Quote IDRequired
Action
Write
- Quote IDRequired
Action
Write
- Customer Name
- Account Number
Action
Search
- Quote IDRequired
- Description
Action
Search
- Project IDRequired
- Purchase Order Number
- Supplier ID
- Status
Action
Search
- Quote Number
- Quote Description
Action
Search
- Supplier Name
Action
Search
- WeQuote IDRequired
Action
Search
- SKURequired
- Catalogue ID
Action
Search
- Area or Area Group IDRequired
Action
Search
- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Search or write
- Quote Number
- Quote Description
- Customer IDRequired
- Contact ID
- Quote Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
Action
Search or write
Create Lead
Creates a lead.
Action
Write

- Quote IDRequired
Trigger
Polling
Try It
- Quote IDRequired
Trigger
Polling
Try It
- Project IDRequired
- Supplier ID
- Status
Trigger
Polling
Try It
List Product
List all products in an organisation
Trigger
Polling
Try It
- Quote IDRequired
Trigger
Polling
Try It
List Suppliers
List the suppliers under your organisation
Trigger
Polling
Try It
Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
- Quote IDRequired
- Area ID
- Product IDRequired
- QuantityRequired
- Category ID
- Cost Price
- Sell Price
Action
Write
- Original Quote IDRequired
- Customer IDRequired
- Quote Number
- Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Write
- Customer IDRequired
- Contact ID
- Quote Number
- Quote Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
- Secondary Company ID
Action
Write
- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
Action
Write
- Quote IDRequired
Action
Write
- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
Action
Search
- Quote IDRequired
- Description
Action
Search
- Customer IDRequired
- First Name
- Surname
Action
Search
- Project Number
- Description
Action
Search
- DescriptionRequired
Action
Search
- IDRequired
Action
Search
- Purchase Order IDRequired
Action
Search
- Project IDRequired
Action
Search
- Supplier IDRequired
Action
Search
- Customer IDRequired
- First Name
- Surname
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Search or write
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

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 WeQuote

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.

Related categories

IT Operations

Odoo CRM + WeQuote

Create new Odoo CRM leads when quotes are created in WeQuote

List Secondary Companies

List Area and Area Groups

List Currencies

List Purchase Order Lines

List Project

List Subsystems

Purchase Order Created

Project Created

Quote Created

Add Contact to Customer

Change Purchase Order Status

Create Blank Purchase Order

Create Custom PO Line

Create Revision of a Quote

Get a Quote

Send Quote Proposal

Find Customer

Find Area Group

Find Purchase Order

Find Quote

Find Supplier

Get a Customer

Get Product

Get Area/Area Group

Find or Create Customer

Find or Create Quote

Create Lead

List Area

List Area Group

List Purchase Orders

List Product

List Quote Lines

List Suppliers

Purchase Order Status Changed

Project Status Changed

Quote Status Changed

Add Product to Quote

Clone a Quote

Create a Customer

Create a Quote

Create Area or Area Group

Get Quote Lines

Create Area or Area Group

Find Area

Find a Contact

Find Project

Find Subsystems

Get a Contact

Get Purchase Order

Get Project

Get Supplier

Find or Add a Customer's Contact

New Lead

About Odoo CRM

Related categories

Similar apps

Podio

Odoo ERP Self Hosted

Airtable

About WeQuote

Related categories