Enkod and Odoo automations — Sales & Leads

Ready-made scenarios where Enkod and Odoo work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

74 scenarios

Updated contacts in Enkod — Updating contacts in Odoo
New contacts in Odoo — Sending SMS in Enkod
New records in Enkod — Contacts in Odoo
New deals in Odoo — Records in Enkod
Updated contacts in Enkod — Contacts in Odoo
New deals in Odoo — Sending emails in Enkod
Updated contacts in Enkod — Finding contacts in Odoo
New Odoo contacts — into Enkod audiences
New contacts in Autopilot — Records in Enkod
New form responses in Formstack — Contacts in Odoo — variant 9
New records in Enkod — Deals in Odoo
Event: workflows in Enkod — Updating contacts in Odoo
New subscribers in Mailchimp — Records in Enkod
Updated contacts in Odoo — Running workflows in Enkod
Updated contacts in Enkod — Updating deals in Odoo
Updated contacts in Odoo — Deleting contacts in Odoo
New form responses in JotForm — Contacts in Odoo
Contacts from Odoo into Enkod audiences
New contacts in Odoo — Running apis in Enkod
New leads in Facebook Lead Ads — Sending SMS in Enkod
New Odoo land in Enkod by themselves
New contacts in Odoo — Updating contacts in Enkod
Updated contacts in Odoo — Sending SMS in Enkod
New deals in Odoo — Sending SMS in Enkod
Updated records in Enkod — Updating contacts in Odoo
New leads in Odoo — Sending SMS in Enkod
New attendees in eventbrite — Records in Enkod — variant 2
Updated contacts in Enkod — Activities in Odoo
Updated records in Enkod — Contacts in Odoo
Updated contacts in Enkod — Deals in Odoo
Form leads as enriched CRM contacts
New webinar registrants in zoom — Contacts in Odoo — variant 2
New HubSpot contacts — enriched via hunter, saved to Odoo and Enkod
Found: customers in Get Course — Records in Enkod
New contacts in Odoo — Contacts in Odoo — variant 4
New calendars in Google Calendar — Deals in Odoo — variant 2
Website leads greeted — email, CRM, team alert
Form submissions into a sheet and support
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Contacts tagged by role and seniority — automatically
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Properties with owner contacts — daily to your CRM and email
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Campaign and deal analytics — in one table
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
BANT call qualification and CRM handling — on autopilot