Odoo and Slack automations — Sales & Leads

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

55 scenarios

New messages in Slack — Updating contacts in Odoo
New messages in slack — Contacts in Odoo — variant 2
New messages in slack — Deals in Odoo — variant 2
New users in Slack — Contacts in Odoo
New channels in Slack — Leads in Odoo
New channels in Slack — Contacts in Odoo
New messages in Slack — Contacts in Odoo
New messages in slack — Updating contacts in Odoo — variant 2
New messages in Slack — Updating deals in Odoo
New channels in Slack — Deals in Odoo
New messages in Slack — Deals in Odoo
New users in Slack — Deals in Odoo
New messages in Slack — Updating deals in Odoo
New messages in slack — Contacts in Odoo
Found: files in Slack — Deals in Odoo
New contacts in Odoo — Updating channels in Slack
New contacts in Odoo — Channels in Slack
Found: files in Slack — Updating deals in Odoo
New contacts in Odoo — Updating statuses in slack
Found: files in Slack — Contacts in Odoo
New messages in Slack — Contacts in Odoo
New deals in Odoo — Sending messages in Slack
New deals in Odoo — Channels in Slack
New messages in Slack — Updating contacts in Odoo
New messages in Slack — Contacts in Odoo
From Slack through Odoo — the answer back to Slack
A booked meeting — a CRM task and a reminder
New CRM contacts — enrichment and alert
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
Business card into your address book with one photo
Scoring and routing leads from form submissions
A hiring signal — into a ready sales lead automatically
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
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger