Scriptera
Microsoft SharePoint and Odoo automations — Sales & Leads
Ready-made scenarios where Microsoft SharePoint and Odoo work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
23 scenarios
- New Odoo land in Microsoft SharePoint by themselves
- CRM deals into a sheet — a pipeline snapshot
- Lead scoring and routing: hot leads straight to sales
- Contacts tagged by role and seniority — automatically
- Leads from a post's likes and comments — straight to your CRM
- 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
- Client renewal reminders — ahead of time
- Capture and route leads from every channel
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- Score event RSVPs and route them to sales
- A sales leaderboard with a personal word to the team — automatically
- CRM deals synced to a sheet, with a daily email summary
- Campaign and deal analytics — in one table
- Re-engaging quiet clients — weekly, without manual tracking
- Automatic follow-ups for prospects who went quiet
- Incoming lead sorting and routing — automatically
- Auto-booking demos for high-intent leads
- Lead verification, enrichment and sorting — automatically
- Personal emails to new contacts — built from their own socials
- An AI assistant over your CRM in any messenger
- BANT call qualification and CRM handling — on autopilot
