?>

ClickUp + Odoo CRM Integrations

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

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

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

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
Odoo CRM Alternatives

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

  • Airtable Airtable
  • Odoo ERP Self Hosted Odoo ERP Self Hosted

Best ways to Integrate ClickUp + Odoo CRM

  • ClickUp Odoo CRM

    ClickUp + Odoo CRM

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

    ClickUp + Odoo CRM

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

    ClickUp + Odoo CRM

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

    ClickUp + Odoo CRM

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

    ClickUp + Odoo CRM

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

    ClickUp + {{item.actionAppName}}

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

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

    Triggers
  • New Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a 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 ClickUp & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of ClickUp and Odoo CRM

ClickUp

ClickUp is a cloud based team productivity software that provides users with all the tops they need to get their job done. The platform combines task management, project management, time tracking and reporting features in one place. It provides a place for everyone at the company to stay organized and get things done.

Odoo CRM

Odoo CRM is a powerful Enterprise Resource Planning (ERP. that helps businesses grow by managing their sales, marketing, manufacturing, finance and accounting functions in one place. It is a scalable and affordable spution that can be used both in small and large businesses.

Integration of ClickUp and Odoo CRM

ClickUp and Odoo CRM can be integrated with each other to create a single customer view for businesses. In addition, the integration is done using the REST API of Odoo CRM. This allows businesses to cplect data from their customers via email, live chat, phone calls, etc. Businesses can use the data cplected to drive sales and gain a better understanding of their customers.

Benefits of Integration of ClickUp and Odoo CRM

  • Integration with Odoo CRM allows businesses to have a 360 degree view of their customers. This includes information about their preferences, purchasing trends, behavioral pattern and demographics. This data can be used by business owners to provide better service to their customers. In addition, it can also help them plan future operations by keeping track of their customer’s preferences and past behavior.
  • Customers will benefit from this integration because companies can deliver relevant offers to them at the right time. For example, if a customer has shown interest in a particular product or service, they can be targeted with offers related to it. This helps reduce cart abandonment and increase conversion rates.
  • Integration of ClickUp and Odoo CRM will allow businesses to keep track of how efficiently their employees are performing. It will help managers see the performance of each employee by tracking their work hours, workload and productivity. This will enable them to understand which employees are working well and which ones need additional training to improve their performance.

Integration of ClickUp and Odoo CRM will help companies gather important data about their customers which will enable them to offer better service to them. Customer data gathering process will become more systematic and faster with the help of these two applications due to integration between them.

The process to integrate ClickUp 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.