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.
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
ClickUp + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Folder in ClickUp Read More...
ClickUp + Odoo CRMUpdate Customer in Odoo CRM when New Folder is created in ClickUp Read More...
It's easy to connect ClickUp + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers when new folders are created.
Triggers when new lists are created.
Triggers when tasks are added.
Triggers when tasks updated.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
To Creates a new folder
Creates a new list
Creates a new subtask
Creates a new task.
Add a checklist to a task
Post a comment to a task
Updates an existing task.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
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 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.
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.
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.