Enkod and Odoo automations

Ready-made scenarios where Enkod and Odoo work for you: pick one — a copy appears in your account and runs on its own.

63 scenarios

New Odoo contacts — into Enkod audiences
Contacts from Odoo into Enkod audiences
New Odoo land in Enkod by themselves
Website leads greeted — email, CRM, team alert
Data shaped to the table format — prepared automatically before writing
Your friends learn when you skip a workout
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
CRM deals into a sheet — a pipeline snapshot
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Contacts tagged by role and seniority — automatically
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Deal-matched materials — sent automatically by CRM stage
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
Properties with owner contacts — daily to your CRM and email
Scoring and routing leads from form submissions
Contract renewal reminders: an email to the client, a task for the rep
Capture and route leads from every channel
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Re-engage stalled leads with a ready-made email
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
A competitor cheat sheet right in the Odoo deal card
Meeting prep that arrives on its own — contact, deals, company and talking points
Shipping quotes delivered right in the customer chat
Client onboarding after a won deal
Campaign and deal analytics — in one table
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
A satisfaction survey after every deal, with replies sorted
Incoming lead sorting and routing — automatically
Website enquiries: contact, ticket and reply with no manual entry
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
A training progress report in your inbox
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
BANT call qualification and CRM handling — on autopilot