Odoo ERP Self Hosted

10 articles

Send Odoo Leads to Slack Instantly 💬

Your sales team just wrapped a busy morning of calls, and a new lead gets entered into Odoo. With this automation, you can Send Odoo Leads to Slack instantly so your team sees the update right where they already work. No one needs to check Odoo manually, and action happens right away. This automation uses …

Automatically Track Odoo Products in Google Sheets 📦

When your team adds a new product in Odoo, the data often needs to reach more than one place. Marketing might pull it into a pricing catalog, finance may load it into reports, and operations could sync it into a BI dashboard. Many teams use Google Sheets as the central hub for this, but copying …

Sync Zettle Purchases with Odoo Stock in Real Time 🛒📦

Retail teams often struggle to keep in-store and online inventory aligned. A t-shirt sold at the counter might still appear in stock on your website, creating the risk of overselling. With Workload, you can solve this problem by syncing Zettle Purchases with Odoo stock in real time. Each new purchase in Zettle sends product details …

Create Todoist Tasks from Odoo Calendar Events 📅 ✅

Odoo is a powerful tool for managing business operations. Teams use it to track CRM activity, schedule client meetings, and manage company calendars. The challenge is that calendar events often stop at the schedule. Without automation, details get missed and follow-ups never reach your task list. With Workload, you can automatically create Todoist Tasks from …

Instantly Add New Odoo Leads to Mailchimp 📬

Sales teams add new opportunities in Odoo every day. If marketing doesn’t see them right away, outreach is delayed and leads can go cold. This automation solves the problem. It moves Odoo Leads to Mailchimp as soon as they are created, keeping sales and marketing in sync. Each new lead in Odoo sends key details …

Set Slack Status from Odoo Calendar Events 🗓️💬

When you’re heading into back-to-back meetings, teammates may still ping you in Slack because they don’t realize you’re busy. With this automation, you can instantly update your Slack Status from Odoo calendar events—no manual updates, no confusion. This setup captures details from each new Odoo calendar event and uses them to update your Slack status. …

Email New Odoo Leads Automatically with Gmail ✉️⚡

A new lead in Odoo is a valuable opportunity. The fastest way to act is to Email New Odoo Leads automatically. A quick, personalized reply shows interest and builds trust. It can also be the difference between closing a sale and losing it. With Workload, you can connect Odoo and Gmail in minutes. Each new …

Automatically Track Odoo Leads in Google Sheets 📊

When a new lead enters Odoo, the clock starts ticking. Teams that Automatically Track Odoo Leads in Google Sheets respond faster. Marketing launches campaigns without waiting. Sales managers update pipeline reports on time. Finance plans revenue with the latest data. Without automation, you export files, copy them into Sheets, and fix formatting by hand. This …

Connect Odoo ERP Self-Hosted to Workload 🗄️

Linking an Odoo account to Workload lets you automate core business processes, cut down on manual work, and keep data accurate across every app you use. When you connect Odoo ERP Self-Hosted to Workload, you can sync information with tools like Google Sheets, Slack, and QuickBooks. This helps you streamline tasks such as sales orders, …

Odoo Contact Creation using Forms by Workload

Introduction In this guide to Odoo Contact Creation, you’ll discover how to automate your contact creation process using Forms by Workload. We explain each step clearly so you can streamline your workflow quickly. For a video of this step-by-step blog post check it out on our Workload YouTube channel. If you need additional tutorials, check …