Odoo automations — Sales & Leads

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

128 scenarios

New Google Sheets rows — contacts in Odoo
Form responses become contacts in Odoo
Book a meeting, land in the contact base
HubSpot customers land in your address book
Customers from Shopify become contacts in Odoo
Newsletter subscribers land in Odoo
WooCommerce buyers update contacts in Odoo
Funnel submissions become contacts in Odoo
Website form entries — contacts in Odoo
Booked in Calendly — saved into Odoo
New newsletter subscribers land in your Odoo
Form submissions become CRM records
A website form submission becomes a CRM deal
Typeform responses — deals in Odoo
Buyers from Stripe land in Odoo
Shop customers land in your CRM
Landing page leads become CRM subscribers
Push Salesforce leads into Odoo audiences
Landing page submission becomes a deal in Odoo
JotForm submissions — contacts in Odoo
A new CRM contact in one step
Website submissions become CRM contacts
New HubSpot contacts show up in Odoo
Ad leads become CRM deals
Site form leads become deals in Odoo
Payments become CRM contacts
Website form submissions become contacts in Odoo
People who book via Calendly land in Odoo
Leads from Facebook Lead Ads land directly in Odoo
JotForm submissions land in Odoo
Facebook Lead Ads leads — contacts in Odoo
Form responses become cards in Odoo
Eventbrite attendees become contacts in Odoo
Address-book contacts become leads in your HubSpot
New Odoo entries become Mailchimp subscribers
Contacts synced into accounting
Contacts logged into a spreadsheet
New Odoo land in One C by themselves
Contacts from Odoo into Amo Crm audiences
New Odoo contacts — into Amo Crm audiences
Payments from платежи create contacts in Odoo
Contacts flow straight into your mailing list
Copy Odoo entries into Amo Crm
Odoo entries — records in база знаний
Leads from Google Ads land in Odoo as contacts
Odoo entries — into Amo Crm
Contacts from Odoo into your mailing base
Enrich contacts and hand them to outreach
Deal notes from emails — into your CRM automatically
Store customers — straight into your mailing base
New Mailchimp subscribers — straight into Odoo
New shop customers — straight into your CRM
Website leads greeted — email, CRM, team alert
A booked meeting — a CRM task and a reminder
Contacts from amoCrm — into Odoo on their own
Auto-call new Odoo leads
Two-way contact sync between two CRMs
Website leads straight into the CRM as deals
Form leads straight into the CRM
Event registrations into CRM contacts, automatically
Route each new order into your CRM, invoices, and mailing list
Verify mailing-address deliverability for new contacts
CRM deals into a sheet — a pipeline snapshot
A personal offer to a buyer 10 days after their order
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New subscribers scored and enriched — straight into your CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
Two-way sync of database and CRM
Buyer-persona matching with ready outreach — in your CRM
Cold deals close themselves — and bring back feedback
Contacts tagged by role and seniority — automatically
Lead verification and CRM sync — straight from a JotForm form
Store lead emails turned into CRM contacts and deals automatically
Leads from a post's likes and comments — straight to your CRM
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
Properties with owner contacts — daily to your CRM and email
Sales cycle analysis and recommendations — automatic
Requests routed to the right team — sorted automatically
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Business card into your address book with one photo
A hiring signal — into a ready sales lead automatically
A new store customer — contact created and greeted across every channel
Capture and route leads from every channel
Client renewal reminders — ahead of time
Website leads — straight into your CRM, with the ad source
Cold outreach with personal emails and CRM logging
A client deck built from a call recording — automatically
Cold outreach with auto follow-ups and CRM tracking
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email