Integrate Odoo CRM with Asana

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

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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.

About Asana

Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.

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Best Odoo CRM and Asana Integrations

  • Odoo CRM Integration Asana Integration

    Odoo CRM + Asana

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

    Odoo CRM + Asana

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

    Odoo CRM + Asana

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

    Odoo CRM + Asana

    Update Task in Asana when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Asana Integration Update Task
  • Odoo CRM Integration Asana Integration

    Odoo CRM + Asana

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

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Completed Task in Project

    Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.

  • New Project

    Triggered whenever you add a new project.

  • New Story

    Triggers on an addition of a new story.

  • New Subtask

    Triggers upon an addition of a new subtask.

  • New Tag Created

    Triggers every time you create a new tag.

  • New Task in Project

    Triggers whenever a new task is added to a project.

  • New Task in Workspace

    Triggers whenever a new task is added to a workspace.

  • New Team

    Triggered every time you add a new team.

  • New User

    Triggered once a new user is added.

  • Tag Added to Task

    Triggers every time you add a tag to a task.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Project

    Adds a new project.

  • Create Story

    Adds a new story (a comment is a story).

  • Create Task

    Adds a new task.

  • Update Task

    Updates an existing Task.

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

How Odoo CRM & Asana Integrations Work

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

    (2 minutes)

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

Integration of Odoo CRM and Asana

I. Introduction:Odoo CRM is a suite of applications for managing customer relations and activities. It allows businesses to manage their sales, marketing, finance, accounting, human resources, production, warehouse, purchasing and logistics. Odoo CRM is available in more than 40 languages and it has been used by more than 5 million businesses around the world.

Odoo CRM offers a range of modules that support sales, marketing, finance, accounting, production, warehouse, human resources, purchasing and logistics. The platform provides an array of tops to manage business processes which include project management, customer service management, help desk management and support ticketing system. These features allow companies to improve their customer care and increase their sales.

Asana is a web-based top for managing personal tasks or projects. It helps teams to organize their work and focus on what needs to be done rather than on managing their tasks. Asana is focused on creating a task list that helps people to break down large tasks into small tasks that can be easily completed. It also helps users to track the progress of each task. Asana allows users to create task lists and assign them to different users for completion. It also allows users to add files and notes to their task lists for better understanding of the task at hand. Asana also allows the user to prioritize his tasks.

:Integration of Odoo CRM with AsanaOdoo CRM can integrate with Asana using Appy Pie Connect. With Appy Pie Connect, users can connect different applications via API integrations. Appy Pie Connect makes it possible for users to connect other applications with Odoo CRM and allows them to automate the process of data transfer between the two systems. With Appy Pie Connect integration between Odoo CRM and Asana users can automate data transfer between the two systems. Users can create tasks in Asana when there are new leads added in Odoo CRM. They can also create tasks in Asana when there is a new opportunity created in Odoo CRM especially when you are selling a product or service through your website and need to reach out to the potential clients. You can create tasks automatically in Asana whenever your customers make a purchase online. With this integration you don’t have to log into both systems; you can do everything from one place which saves time and effort as well.

Benefits of Integration of Odoo CRM and Asana

With integration of Odoo CRM with Asana, users can make use of Asana's visual dashboard and Asana's notification options. This integration allows users to get notified about critical information via email or SMS alerts. The integration also allows users to access important information such as client contacts from Asana whenever they need it without having to login into the system.

:The integration of Odoo CRM with Asana has several benefits including reduced cost on software maintenance, increased productivity and less time wasted on repetitive tasks.

The process to integrate Odoo CRM and Asana 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.