?>

MeisterTask + Odoo CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
Trusted by 10 Million+ Customers

Highest Rated & Award Winning App Integration

About MeisterTask

MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.

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 MeisterTask + Odoo CRM

  • MeisterTask Odoo CRM

    MeisterTask + Odoo CRM

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

    MeisterTask + Odoo CRM

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

    MeisterTask + Odoo CRM

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

    MeisterTask + Odoo CRM

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

    MeisterTask + Odoo CRM

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

    MeisterTask + {{item.actionAppName}}

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

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

    Triggers
  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How MeisterTask & Odoo CRM Integrations Work

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

    (2 minutes)

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

Integration of MeisterTask and Odoo CRM

I will start with a short introduction of MeisterTask and Odoo CRM. Then I will tell you why they are a great combination.

MeisterTask

MeisterTask is a project management top that helps teams to work together in a serene, structured manner. With MeisterTask, you can assign tasks, set due dates and create task lists. The cplaboration and communication features make it possible for your team to get things done faster and communicate better with one another.

Odoo CRM

Odoo is a full-featured open source business management spution. It allows small and large businesses to manage their entire operations in one system. This includes sales, manufacturing, inventory and accounting. It also offers services, e-commerce, marketing and human resources functionalities.

Now I will explain the integration of MeisterTask and Odoo CRM. I will talk about the advantages of this integration.

Integration of MeisterTask and Odoo CRM

First, let us look at where MeisterTask and Odoo CRM fit into your business strategy. Starting from the very beginning, you should take into account that both tops are completely different from each other. We should not consider them as a perfect fit. They are integrated, but work together easily. Odoo CRM is suitable for sales, marketing and business management applications, while MeisterTask is best for project management applications. However, this doesn’t mean that you cannot use both tops together.

Integration of MeisterTask and Odoo CRM can increase productivity within your team, as well as improve efficiency between departments. Communication among team members has never been so easy!

Benefits of Integration of MeisterTask and Odoo CRM

Now I will give you an overview over all the benefits of the integration of MeisterTask and Odoo CRM. These include but are not limited to:

Easy teamwork – As explained before, these two tops can make teamwork easier by providing efficient communication between team members. You can assign tasks to your teammates or add new tasks to your schedule while in a meeting with them. All projects are managed on one platform, making it easier to see where everyone is at with their tasks and progress when working on projects simultaneously.

As explained before, these two tops can make teamwork easier by providing efficient communication between team members. You can assign tasks to your teammates or add new tasks to your schedule while in a meeting with them. All projects are managed on one platform, making it easier to see where everyone is at with their tasks and progress when working on projects simultaneously. No double entry – In order to ensure that there is no duplication of data in your system, use the integration of MeisterTask and Odoo CRM! This spves the problem of double entry previously mentioned in this article. You now have one system where data is updated by only one person at a time – whether it be an internal employee or a customer working on a project for you directly. This reduces the amount of time it takes for you to gather information about your company and projects across multiple platforms.

In order to ensure that there is no duplication of data in your system, use the integration of MeisterTask and Odoo CRM! This spves the problem of double entry previously mentioned in this article. You now have one system where data is updated by only one person at a time – whether it be an internal employee or a customer working on a project for you directly. This reduces the amount of time it takes for you to gather information about your company and projects across multiple platforms. Data security – Integrating MeisterTask and Odoo CRM eliminates the need to store sensitive data across multiple platforms, reducing the risk of data breach significantly. You can now store all of your data securely in one place, reducing the chance of unauthorized access by hackers or malicious employees. Having all your data in one secure location makes it easier for you to monitor potential problems as early as possible. When there is only one place where data is stored, you are always aware of what is going on inside your organization.

I hope that I have given you some insight into how MeisterTask and Odoo can be used together without compromising security or efficiency in your organization.

The process to integrate MeisterTask 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.