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Autotask + Odoo CRM Integrations

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

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

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

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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Looking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives

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Best ways to Integrate Autotask + Odoo CRM

  • Autotask Odoo CRM

    Autotask + Odoo CRM

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

    Autotask + Odoo CRM

    Create Customer to Odoo CRM from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Odoo CRM Create Customer
  • Autotask Odoo CRM

    Autotask + Odoo CRM

    Update Customer in Odoo CRM when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask New Account
     
    Then do this...
    Odoo CRM Update Customer
  • Autotask Odoo CRM

    Autotask + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Autotask Odoo CRM

    Autotask + Odoo CRM

    Create Customer to Odoo CRM from New or Updated Contact in Autotask Read More...
    Close
    When this happens...
    Autotask New or Updated Contact
     
    Then do this...
    Odoo CRM Create Customer
  • Autotask {{item.actionAppName}}

    Autotask + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Autotask & Odoo CRM Integrations Work

  1. Step 1: Choose Autotask 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 Autotask to Odoo CRM.

    (2 minutes)

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

Integration of Autotask and Odoo CRM

  • Autotask is a famous business management software that helps automate workloads and helps the companies to grow. It helps to manage customer relationships, tasks, and billing. Customers can create multiple projects, tasks, and issue tickets to support staffs.
  • Odoo CRM is a powerful customer relationship management software which provides functions such as lead generation, leads tracking, appointment/call scheduling, e-mail marketing, contact management and much more.
  • Integration of Autotask and Odoo CRM helps to provide a better experience for the customers by automating the business process, improve efficiency and effectiveness, reduce costs, and increase revenue.
  • Integration of Autotask and Odoo CRM helps in cplaboration with teams to automate workflows, streamline processes, and provide details about the customers.
  • Integration of Autotask and Odoo CRM helps to get real-time information about the customers, manage leads and customers effectively, track the activities of the leads & customers and provide the necessary information on time to the sales team.
  • The integration of Autotask and Odoo CRM helps the companies to grow faster and they can easily handle their customers efficiently. This integration also helps them to grow from small companies to large companies.
  • References. -

    https://www.autotask.com/crm-integration/

    https://dudodiprj2sv7.cloudfront.net/product-logos/Kj/k4/6O4HX9V8JG5L.jpeg

    http://www.marketwired.com/press-release/odoo-launches-new-crm-1066773.htm

    https://www.getinpulse.com/blog/automating-customer-relationship-management/

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