
When this happens...
New Lead
New or Updated Helpdesk Ticket

Automatically do this!
Enrich Person & Company
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is created
Triggers when the ticket in helpdesk is created or updated with a particular status
Action is the task that follows automatically within your Odoo integrations.
Create a new lead in Odoo CRM.
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.

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To start, connect both your Odoo and Enrich CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Odoo triggers actions in Enrich CRM (or vice versa).
Absolutely. You can customize how Odoo data is recorded in Enrich CRM. This includes choosing which data fields go into which fields of Enrich CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Odoo and Enrich CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Odoo and Enrich CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Odoo is a comprehensive suite of open-source business applications that covers all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, and more. It is designed to streamline business processes and improve productivity by providing a fully integrated and customizable platform.
Learn MoreEnrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
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