Odoo and Pachca automations — Sales & Leads

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

33 scenarios

New messages in Pachca — Updating deals in Odoo
New contacts in Odoo — Running apis in Pachca
Contacts from Odoo into Pachca audiences
New messages in Pachca — Contacts in Odoo
New messages in Pachca — Updating contacts in Odoo
New deals in Odoo — Sending messages in Pachca
New messages in Pachca — Contacts in Odoo
New Odoo contacts — into Pachca audiences
New CRM contacts — enrichment and alert
From Pachca through Odoo — the answer back to Pachca
A booked meeting — a CRM task and a reminder
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
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
A hiring signal — into a ready sales lead automatically
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Client onboarding after a won deal
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