HelloLeads + Odoo ERP Self Hosted Integrations

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

HelloLeads + Odoo ERP Self Hosted When a lead becomes a customer in HelloLeads, sync and create the customer profile in Odoo ERP Self Hosted. See details

Sync newly created leads across CRM platforms When a new lead is captured in HelloLeads, 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 HelloLeads for unified revenue reporting. See details

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

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Triggers & actions for HelloLeads and Odoo ERP Self Hosted

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

HelloLeads Explore HelloLeads →

HelloLeads is a mobile lead management and CRM platform that helps sales teams track, organize, and follow up with prospects.

Triggers

When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

New Leads

Triggers when new lead is added into HelloLeads.

Actions

Create Lead

Creates a new lead.

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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