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.
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 IntegrationsAutotask + Odoo CRM
Create Lead/Opportunity to Odoo CRM from New Account in Autotask Read More...Autotask + Odoo CRM
Update Customer in Odoo CRM when New Account is created in Autotask Read More...Autotask + Odoo CRM
Create Lead/Opportunity to Odoo CRM from New or Updated Contact in Autotask Read More...Autotask + Odoo CRM
Create Customer to Odoo CRM from New or Updated Contact in Autotask Read More...It's easy to connect Autotask + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers whenever a new Account is added.
Triggers whenever a new appointments is added.
Triggers when a new Configuration Item is found.
Triggers whenever a new holiday is added.
Triggers whenever a new invoice is added.
Triggers whenever a new item/service is added.
Triggers whenever a new opportunity is added.
Triggers when a new Project is found.
Triggers when a new Task is found.
Triggers when a new Ticket is found.
Triggers when a new Time Entry is found.
Triggers whenever a new account todos is added.
Triggers whenever a new or updated Contact is found.
Triggers when a ticket note is updated or created.
Trigger if a service call was created/setup
Triggers when an Account is updated.
Triggers when a updated task is found.
Triggers when a ticket is updated.
Triggers when a Time Entry is updated.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Creates an account.
Creates an appointment.
Creates a contact.
Creates a opportunity.
Creates a ticket.
Creates a ticket note.
Creates a Time Entry.
Creates a ToDo.
Updates an opportunity.
Updates a ticket.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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.