GreenRope + Odoo ERP Self Hosted Integrations

See the kind of workflows teams build with GreenRope and Odoo ERP Self Hosted below — describe the exact one you want above and the Agent builds it on demand.

GreenRope + Odoo ERP Self Hosted Sync CRM activities logged in GreenRope to self-hosted Odoo ERP. See details

Sync newly created leads across CRM platforms When a new lead is captured in GreenRope, automatically create or update the matching contact in Odoo ERP Self Hosted to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in Odoo ERP Self Hosted, update the corresponding opportunity stage in GreenRope for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in GreenRope, log a status update activity on the corresponding account record in Odoo ERP Self Hosted. See details

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Triggers & actions for GreenRope and Odoo ERP Self Hosted

Everything GreenRope and Odoo ERP Self Hosted can do inside a workflow — the triggers that start one and the actions that run when it fires.

GreenRope Explore GreenRope →

GreenRope is a business management system combining customer relationship management with integrated email and digital marketing tools.

Triggers

New Broadcast

Triggers when a new broadcast is created.

New Company

Triggers when a new company is created within a group.

New Contact

Triggers when a new contact is created.

New CRM Activity

Triggers when a new CRM activity is created.

New Event

Triggers when a new event is created.

New Invoice

Triggers when a new invoice is created.

Actions

Activate Workflow

Activates a workflow for a contact.

Create or Update Company

Creates a new company, updates an existing company if exists.

Create or Update Contact

Creates a new contact, updates an existing contact if exists.

Create CRM Activity

Creates a new CRM activity for a contact.

Create Custom Object

Creates a new custom object for a contact.

Create Event

Creates a new event.

Odoo ERP Self Hosted Explore Odoo ERP Self Hosted →

Odoo ERP Self Hosted is an open-source enterprise resource planning suite covering sales CRM, inventory, accounting, and business operational management.

Triggers

New Database

Triggers when you add a new database.

New Calendar Event

Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

New Lead/Opportunity

Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

New Module

Triggers when you add a new model.

New Note

Triggers when you add a new Note. You will need to have the Note module installed.

New Product

Triggers when you add a new Product. You will need to have the ECommerce module installed.

Actions

Create Calendar Event

Create a new Calendar Event.

Create Lead/Opportunity

Create a new Lead/Opportunity.

Create Note

Create a new Note.

Create Product

Create a new Product.

Create Record

Create a new record in a model of your choice.

Create Project Task

Create a new Project Task.

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