Monica CRM and Odoo automations

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

45 scenarios

New Odoo land in Monica CRM by themselves
Copy Monica CRM entries into Odoo
Contacts from Monica CRM into Odoo audiences
New Monica CRM contacts — into Odoo audiences
Monica CRM entries — into Odoo
Contacts synced into accounting
Contacts from Odoo — into Monica CRM on their own
Data shaped to the table format — prepared automatically before writing
Two-way contact sync between two CRMs
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
New subscribers scored and enriched — straight into your CRM
Win back abandoned Shopify carts by email and in CRM
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Contract renewal reminders: an email to the client, a task for the rep
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Product photos from a folder — straight into store cards
Client renewal reminders — ahead of time
Capture and route leads from every channel
Collect client reviews and summarize them to chat automatically
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Shipping quotes delivered right in the customer chat
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
Incoming lead sorting and routing — automatically
A satisfaction survey after every deal, with replies sorted
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
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
A personal assistant in your messenger: email, calendar, tasks, expenses
BANT call qualification and CRM handling — on autopilot