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Question

Odoo isn't pulling from the right stage on Monday.com

  • 6 October 2022
  • 1 reply
  • 9 views
U

Im trying to get my new leads to automatically fill into monday from Odoo. Its working but the problem is its not pulling from the right stage in Odoo and I cant seem to find a way to change that.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

christina.d
Userlevel 7
Badge +9

Hey there, @UCF954! Great question and appreciate you stopping by community!

I took a quick peek and looks like two few versions of Odoo - CRM and ERP Self-Hosted. Are you able to clarify the version and your workflow for us a bit?

It sounds like you may be using the New Lead trigger in Odoo however can you elaborate a bit more on what you mean by “stage”? Also once the leads arrive in Monday.com what’s the subsequent action?

Feel free to share screenshots of your Odoo zap setup (with any personal detailed removed) ! That may help us troubleshoot a bit with ya. 🙂

Thanks for your help on this! 

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