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Asana + Odoo CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Asana and Odoo CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
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Best ways to Integrate Asana + Odoo CRM

  • Asana Odoo CRM

    Asana + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Asana Odoo CRM

    Asana + Odoo CRM

    Create Customer to Odoo CRM from New Tag Created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Odoo CRM Create Customer
  • Asana Odoo CRM

    Asana + Odoo CRM

    Update Customer in Odoo CRM when New Tag Created is created in Asana Read More...
    Close
    When this happens...
    Asana New Tag Created
     
    Then do this...
    Odoo CRM Update Customer
  • Asana Odoo CRM

    Asana + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Task in Project in Asana Read More...
    Close
    When this happens...
    Asana New Task in Project
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Asana Odoo CRM

    Asana + Odoo CRM

    Create Customer to Odoo CRM from New Task in Project in Asana Read More...
    Close
    When this happens...
    Asana New Task in Project
     
    Then do this...
    Odoo CRM Create Customer
  • Asana {{item.actionAppName}}

    Asana + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Asana + Odoo CRM in easier way

It's easy to connect Asana + Odoo CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Asana & Odoo CRM Integrations Work

  1. Step 1: Choose Asana as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Odoo CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Asana to Odoo CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Asana and Odoo CRM

Asana and Odoo are online collaboration tools that are frequently used by organizations to conduct business operations. They are very effective in running businesses but they do not integrate with each other. Organizations, therefore, find it difficult to manage their projects in one place. The purpose of this article is to explore how Asana and Odoo can be integrated to create a single platform to support businesses.

An integration of Asana and Odoo CRM is an idea worth exploring. Asana is a project management tool that integrates with many apps. It is incorporated in many organizations because of its features such as task management, real-time communication, and dashboards. On the other hand, Odoo is an open source CRM that gives its users unlimited options for customization and development. The integration of these two applications would give users a great experience when managing their business processes.

    Integration of Asana and Odoo CRM

Integration of Asana and Odoo CRM requires that the user logs into both systems simultaneously. After logging into both systems, the user would be able to see the tasks that have been assigned to him or her on his or her dashboard. This feature will greatly facilitate the organization's workflow because it will reduce the number of steps taken by employees when completing a certain task. Moreover, the user can communicate with his team members using both systems.The integration of Asana and Odoo CRM also offers other features that will improve the overall performance of the organization. The integration would make it easier to assign tasks to the employee. The system would automatically log into both systems after logging in to one of them. In addition, the user can set due dates for tasks on both systems, which makes it easy for the user to track the progress made towards the completion of a specific task. The integration also allows the user to add notes on specific tasks, edit a task, delete a task, and view all uncompleted tasks from within one system. After integrating Asana and Odoo CRM, the user will be able to view all clients in his or her inbox from within one system.

    Benefits of Integration of Asana and Odoo CRM

Integration of Asana and Odoo CRM will bring about significant benefits to organizations as follows:• The integration will save time because the user only has to log into one system to monitor activities performed by employees in an organization.• Integration of Asana and Odoo CRM will foster communication between employees since they share information through a single channel rather than through different platforms.• Integration of Asana and Odoo CRM will improve productivity because employees know exactly what they need to do at any given time.• Integration of Asana and Odoo CRM will help in better planning and decision making since all information is available on one platform.• Integration of Asana and Odoo CRM will reduce costs associated with processing paperwork because employees communicate with each other using electronic messages rather than paper documents.• Integration of Asana and Odoo CRM will encourage creativity among employees since there are no limits to what they can create as long as it helps in improving productivity within the organization.

It is evident from the discussion above that integration of Asana and Odoo CRM will greatly improve efficiency within organizations. It is therefore recommended that organizations explore how Asana and Odoo can be integrated so that they can achieve even greater success in their businesses.

The process to integrate Asana and Odoo CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.