Mattermost and Odoo automations — Sales & Leads

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

44 scenarios

New messages in Mattermost — Updating contacts in Odoo
Contacts from Odoo into Mattermost audiences
New users in Mattermost — Deals in Odoo
New deals in Odoo — Sending messages in Mattermost
New records in Google Sheets — Users in Mattermost — variant 2
New contacts in Odoo — Running apis in Mattermost
Updated contacts in Odoo — Users in Mattermost
New contacts in Odoo — Updating channels in Mattermost
New users in Mattermost — Updating contacts in Odoo
New leads in Odoo — Users in Mattermost
New users in Mattermost — Deleting contacts in Odoo
New Odoo contacts — into Mattermost audiences
New deals in Odoo — Channels in Mattermost
New messages in Mattermost — Updating deals in Odoo
New messages in Mattermost — Contacts in Odoo
New contacts in Odoo — Channels in Mattermost
New form responses in Formstack — Users in Mattermost — variant 2
New users in Mattermost — Contacts in Odoo
New contacts in Odoo — Users in Mattermost
A booked meeting — a CRM task and a reminder
New CRM contacts — enrichment and alert
From Mattermost through Odoo — the answer back to Mattermost
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
A hiring signal — into a ready sales lead automatically
Capture and route leads from every channel
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
Daily CRM and support digest delivered straight to your team chat
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically