Odoo and Zulip automations — Sales & Leads

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

36 scenarios

New users in Zulip — Deals in Odoo
New leads in Odoo — Users in Zulip
New users in Zulip — Updating contacts in Odoo
Updated contacts in Odoo — Users in Zulip
New messages in Zulip — Contacts in Odoo
New users in Zulip — Deleting contacts in Odoo
New records in Google Sheets — Users in Zulip — variant 2
New messages in Zulip — Updating deals in Odoo
New deals in Odoo — Sending messages in Zulip
New messages in Zulip — Updating contacts in Odoo
New contacts in Odoo — Users in Zulip
New form responses in Formstack — Users in Zulip — variant 2
New users in Zulip — Contacts in Odoo
From Zulip through Odoo — the answer back to Zulip
New CRM contacts — enrichment and alert
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
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
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
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
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
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically