Generate new Odoo CRM leads when calls get answered in net2phone
Streamline your sales pipeline using this efficient workflow. Upon answering a call in net2phone, it seamlessly creates a new lead in your Odoo CRM. This eliminates the hassle of manual data entry and helps convert every incoming call into a potential sales opportunity, rapidly and effectively.
Streamline your sales pipeline using this efficient workflow. Upon answering a call in net2phone, it seamlessly creates a new lead in your Odoo CRM. This eliminates the hassle of manual data entry and helps convert every incoming call into a potential sales opportunity, rapidly and effectively.
- When this happens...Call Answered
Triggers when a call was answered. (Gen P, Gen V, Gen X, Gen U)
- automatically do this!Create Lead
Triggers on a new lead.
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Call Missed
Triggers when a call is missed. (Gen V, Gen X, Gen U)
Try ItCall Ringing
Triggers when the subscribed user extension is ringing. (Gen P, Gen V, Gen X, Gen U)
Try ItCall Completed
Triggers when a call is completed. (Gen P, Gen V, Gen X, Gen U)
Try ItSMS Notification (Gen X and U Only)
Triggers when the user receives an incoming text message. Note: it won't work for internal (Gen X or U user → Gen X or U user) messages.
Try It
Call Recorded (Gen X and U Only)
Triggers when the call is recorded. (Gen X and U Only)
Try ItCall Busy
Triggers when there is a busy line. (Gen V, Gen X, Gen U)
Try ItCall Answered
Triggers when a call was answered. (Gen P, Gen V, Gen X, Gen U)
Try ItCreate Huddle Meeting
Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U) You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.