Odoo and SendGrid automations

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

53 scenarios

New leads in Odoo — Sending emails in SendGrid
Deleted contacts in Odoo — Emails in SendGrid
New deals in Odoo — Sending emails in SendGrid
New leads in Odoo — Emails in SendGrid
New contacts in Odoo — Emails in SendGrid
Updated contacts in Odoo — Updating emails in SendGrid — variant 2
Contacts from Odoo into SendGrid audiences
Deleted contacts in Odoo — Sending emails in SendGrid
New contacts in Odoo — Sending emails in SendGrid
Deleted contacts in Odoo — Running apis in SendGrid
New contacts in Odoo — Running apis in SendGrid
Updated contacts in Odoo — Emails in SendGrid
Deleted contacts in Odoo — Deleting emails in SendGrid
New contacts in Odoo — Deleting emails in SendGrid
New Odoo contacts — into SendGrid audiences
Updated contacts in Odoo — Sending emails in SendGrid
Website leads greeted — email, CRM, team alert
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
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
Win back abandoned Shopify carts by email and in CRM
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Open-house visitors into your CRM and into an email, right after the visit
Smart auto-replies to routine emails
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A competitor cheat sheet right in the Odoo deal card
CRM deals synced to a sheet, with a daily email summary
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Tell customers their bug is fixed — the moment the issue closes
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
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