Integrate monday.com with Odoo CRM

Appy Pie Connect allows you to automate multiple workflows between monday.com and Odoo CRM

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  • Lightning Fast Setup
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About monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

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.

Want to explore monday.com + Odoo CRM quick connects for faster integration? Here’s our list of the best monday.com + Odoo CRM quick connects.

Explore quick connects

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Connect monday.com + Odoo CRM in easier way

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

  • Triggers
  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How monday.com & Odoo CRM Integrations Work

  1. Step 1: Choose monday.com 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 monday.com to Odoo CRM.

    (2 minutes)

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

Integration of monday.com and Odoo CRM

  • Monday.com is a cloud based Customer Relationship Management (CRM. top which can be used by all the users on the basis of their subscription level. It was launched by the monday.com GmbH in 2012. The company started as a project management top called “Planning Poker” and was developed by some students from Germany. This product has more than 2,000 customers around the world and is available in 24 languages. It is said that, Monday.com is used by big companies like Nike, Sony, Siemens etc. The primary feature of this software is to ease the process of cplaboration between different team members. It includes features like User Management, Recurring tasks, Calendar, Contact Management, Project Management, Task Management etc. Odoo CRM is a web-based application for managing contact information of everyone associated with a particular business organization. In addition to contact management, Odoo CRM also manages other business processes of an organization like sales, marketing, production etc. You can create your own customized fields and reports with the help of Odoo CRM. It is available under Open Source license and runs on a variety of platforms. Odoo CRM Cloud Edition is one of the most popular products offered by Odoo.
  • Integration of monday.com and Odoo CRM

    You can integrate monday.com with Odoo CRM using Appy Pie Connect or another software top.

    Benefits of Integration of monday.com and Odoo CRM

    Integrating monday.com and Odoo CRM will give you many benefits as mentioned below:

    It will automatically capture your data from monday.com into your Odoo CRM account

    In addition to capturing data you can also send data from Odoo CRM to monday.com and vice versa

    You can create new opportunities and tasks directly from monday.com and start tracking them in Odoo CRM

    You can also create new quotes and orders directly from monday.com and start tracking them in Odoo CRM

    It will help you to complete your work faster and more efficiently

    The process to integrate monday.com 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.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm