Scriptera
Odoo and Salesforce automations
Ready-made scenarios where Odoo and Salesforce work for you: pick one — a copy appears in your account and runs on its own.
27 scenarios
- Documents from storage sent to accounting
- Salesforce leads — contacts in Odoo
- Leads from Salesforce land directly in Odoo
- CRM contacts pushed into ad audiences
- Push Salesforce leads into Odoo audiences
- New Salesforce contacts show up in Odoo
- Salesforce customers land in your address book
- Salesforce people feed your Odoo audiences
- Ad leads become CRM deals
- Address-book contacts become leads in your Salesforce
- Odoo entries — into Salesforce
- Copy Odoo entries into Salesforce
- Contacts synced into accounting
- Contacts from Odoo into Salesforce audiences
- New Odoo contacts — into Salesforce audiences
- Contacts from Salesforce — into Odoo on their own
- Two-way contact sync between two CRMs
- A task and an alert on every deal move in your CRM
- New subscribers scored and enriched — straight into your CRM
- Leads from a post's likes and comments — straight to your CRM
- A lead replies — the CRM card updates and a task lands on a rep
- Contract renewal reminders: an email to the client, a task for the rep
- Capture and route leads from every channel
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- An end-of-day report — written by AI and sent for you
- Feedback triage and customer replies — automatically
- A personal assistant in your messenger: email, calendar, tasks, expenses
