Odoo and SendGrid automations — Sales & Leads

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

31 scenarios

New deals in Odoo — Sending emails in SendGrid
New leads in Odoo — Emails in SendGrid
New contacts in Odoo — Running apis in SendGrid
New Odoo contacts — into SendGrid audiences
Contacts from Odoo into SendGrid audiences
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Inbound leads scored, with alerts and draft replies for the hot ones
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
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
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
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
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically