FindThatLead Odoo ERP Self Hosted

Mirror deal outcomes in secondary pipeline accounts

Whenever a deal is marked won in Odoo ERP Self Hosted, update the corresponding opportunity stage in FindThatLead for unified revenue reporting.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

FindThatLead Explore FindThatLead →

Triggers
New lead created

Fires when a new lead or contact is created in FindThatLead.

Deal stage changed

Fires when a deal moves to a new stage in FindThatLead.

Deal won

Fires when a deal is marked won in FindThatLead.

Contact updated

Fires when a field on a contact changes in FindThatLead.

Actions
Create or update contact

Creates or updates a contact in FindThatLead.

Create deal

Creates a new deal in FindThatLead.

Update deal stage

Moves a deal to a new stage in FindThatLead.

Log activity

Logs a call, email, or note against a record in FindThatLead.

Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →

Triggers
New lead created

Fires when a new lead or contact is created in Odoo ERP Self Hosted.

Deal stage changed

Fires when a deal moves to a new stage in Odoo ERP Self Hosted.

Deal won

Fires when a deal is marked won in Odoo ERP Self Hosted.

Contact updated

Fires when a field on a contact changes in Odoo ERP Self Hosted.

Actions
Create or update contact

Creates or updates a contact in Odoo ERP Self Hosted.

Create deal

Creates a new deal in Odoo ERP Self Hosted.

Update deal stage

Moves a deal to a new stage in Odoo ERP Self Hosted.

Log activity

Logs a call, email, or note against a record in Odoo ERP Self Hosted.

Sync newly created leads across CRM platforms When a new lead is captured in FindThatLead, automatically create or update the matching contact in Odoo ERP Self Hosted to keep records synchronized. See details
Log pipeline stage updates as CRM activities When a deal moves forward in FindThatLead, log a status update activity on the corresponding account record in Odoo ERP Self Hosted. See details

See all FindThatLead + Odoo ERP Self Hosted integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Mirror deal outcomes in secondary pipeline accounts” between FindThatLead and Odoo ERP Self Hosted?

Yes — describe it in the box above and Knit's Integrations Agent researches FindThatLead and Odoo ERP Self Hosted's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why would a team need to connect two CRM systems?

Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.

Does this cause duplicate contact records?

No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.

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