{
 "schema_version": 1,
 "generated": "2026-10-24",
 "id": "apowerb-apowerb--automate-crm-and-erp-updates-unattended",
 "repo": "apowerb/apowerb",
 "repo_url": "https://github.com/apowerb/apowerb",
 "repo_slug": "apowerb-apowerb",
 "title": "Create CRM deals and update ERP records with an agent",
 "page_title": "How to create CRM deals and update ERP records with an agent with Apowerb",
 "summary": "Let an agent create deals or update Odoo records from a request or on its own.",
 "who": "An operations manager who repeats the same data entry in HubSpot, Pipedrive or Odoo and wants it handled by an agent with an audit trail.",
 "problem": "Creating deals and updating ERP records by hand is slow and easy to get wrong.",
 "outcome": "An agent makes the CRM or ERP changes from a conversation or unattended, with every run logged in a session trace.",
 "steps": [
  "Start the stack: `docker compose -f docker-compose/docker-compose.yml --env-file .env up -d`",
  "Connect the HubSpot, Pipedrive or Odoo tools that the agent needs.",
  "Define the agent's instructions so it only creates deals or updates the record types you list.",
  "Set a per-user token quota for the agent's user so usage stays bounded.",
  "Run one request in the chat, then review the session trace before enabling unattended runs."
 ],
 "agent_prompt": "Using the apowerb repo at https://github.com/apowerb/apowerb, build an agent that creates a deal in <target CRM> from <input source> and updates the matching Odoo record. Expected output: one new deal and one updated record, both listed in the session trace. Verify each change in the CRM and Odoo before running unattended.",
 "agents": [
  "any"
 ],
 "difficulty": "Advanced",
 "time": "1 hour",
 "basis": "readme",
 "caveat": "Business-system tools act on live records, and the README does not describe a dry-run mode, so test on a copy or a sandbox account first.",
 "category": "Work and operations",
 "tags": [
  "Work and operations"
 ],
 "lang": "python",
 "requirements": [
  "Docker and Docker Compose",
  "An API key from a supported model provider such as Anthropic, OpenAI, Mistral, Gemini, Azure AI Foundry or OVHcloud, or any other LiteLLM provider",
  "Accounts for the business systems you want to connect, such as Gmail, Outlook, HubSpot, Pipedrive or Odoo"
 ],
 "risk": "dual-use",
 "seen_in_the_wild": false,
 "mentioned_publicly": false,
 "risks": [
  {
   "tag": "credentials",
   "notice": "The CRM and Odoo accounts the agent uses can change live business records, so grant only the permissions the agent needs."
  }
 ],
 "best": false,
 "score": 0.6,
 "evidence": [],
 "url": "https://dedupedai.com/use-cases/apowerb-apowerb/automate-crm-and-erp-updates-unattended/",
 "md": "https://dedupedai.com/use-cases/apowerb-apowerb/automate-crm-and-erp-updates-unattended/index.md",
 "disclaimer": "Deduped lists open-source repositories that belong to other people. We do not own, maintain, audit, or vouch for any of them, and a repo appearing here is not an endorsement or a safety check. The use cases, steps, and prompts are written by AI and may be incomplete, outdated, or just wrong. Where a use case is marked \"Seen in the wild\", we link to public posts where someone described something similar, but we have not verified those posts and the use case itself is still our AI's own write-up. Use all of this at your own risk. Only run code, commands, or agents on systems and accounts you are authorized to use, and read the code and every command before you run it, especially anything that touches credentials, files, or the network. Nothing here is professional, security, legal, or financial advice. All trademarks and project names belong to their respective owners, and their use here does not imply affiliation. Content is provided as is, without warranties of any kind. Found a mistake, a safety problem, or something you want removed? Email hello@dedupedai.com and we will look at it promptly.",
 "api": "https://dedupedai.com/api/v1/usecases/apowerb-apowerb--automate-crm-and-erp-updates-unattended.json",
 "api_version": "v1"
}