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Odoo CRM + Autotask Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

Autotask Integrations
Autotask Alternatives

Looking for the Autotask Alternatives? Here is the list of top Autotask Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM

Best ways to Integrate Odoo CRM + Autotask

  • Odoo CRM Autotask

    Odoo CRM + Autotask

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

    Odoo CRM + Autotask

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

    Odoo CRM + Autotask

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

    Odoo CRM + Autotask

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

    Odoo CRM + Autotask

    Create Ticket Note to Autotask from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Autotask Create Ticket Note
  • Odoo CRM {{item.actionAppName}}

    Odoo CRM + {{item.actionAppName}}

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

It's easy to connect Odoo CRM + Autotask 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.

  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

How Odoo CRM & Autotask 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 Autotask 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 Autotask.

    (2 minutes)

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

Integration of Odoo CRM and Autotask

The best way to get the most out of Odoo CRM and Autotask is to integrate them. When you integrate them, you get the fplowing benefits:

  • You can utilize time more efficiently;
  • You can increase the efficiency of your business processes;
  • You can realize faster decision making;
  • You can improve customer satisfaction;
  • You can increase the efficiency of your business processes;
  • You can ensure compliance with regulatory requirements.

The integration of Autotask and Odoo CRM helps you in the fplowing ways:

  • You can use time more efficiently. You can use your time more efficiently when you use automation tops like Odoo CRM and Autotask integrations. The integrations help you to communicate with your customers in an instant. When you are working on a project, you can schedule appointments, schedule meetings, send important emails, track tasks, etc. Moreover, the integration also helps you to set reminders for yourself or your customers. You can send email to remind customers about upcoming meetings, tasks that are pending, upcoming due dates, etc. These reminders will make you more efficient in using your time.
  • You can increase the efficiency of your business processes. The integration of Odoo CRM and Autotask helps you in increasing the efficiency of your business processes. For example, if you conduct sales through your website, then Autotask-Odoo integration makes it easy for you to update the information in Autotask whenever there is any change in the information. This means that you can manage your sales process more efficiently without relying on different manual steps that are cumbersome to manage. The integration even allows you to automate things like sending fplow-up emails to customers who have shown interest in your products but have not bought anything yet.
  • You can realize faster decision making. The Autotask-Odoo integration makes it easy for you to realize fast decisions. For example, when someone wants to buy your product in bulk, you can easily identify which product they want and what quantity they want by integrating Autotask and Odoo CRM. You simply need to search for information in Odoo CRM and Autotask will show you the result instantly. Moreover, Autotask will alert you whenever there is any change in information like due date or any other information that has been shared by the customer. This allows you to take fast decisions and give prompt responses to your customers.
  • You can improve customer satisfaction. Another benefit of integrating Odoo CRM and Autotask is that it will improve customer satisfaction. For example, if a customer needs some changes in a product or service, then he can call or send an email for this purpose. With the help of Odoo CRM and Autotask’s integration, you can keep track of all such requests and work on them accordingly so as to minimize delays and ensure timely delivery of services and products. This will help you enhance customer satisfaction and build trust between you and your customers.
  • You can increase the efficiency of your business processes. Another benefit of integrating Autotask and Odoo CRM is that it helps you increase the efficiency of your business processes. For example, your team members can work on projects more efficiently by sharing information from Odoo CRM and Autotask at the click of a button. They don’t have to go from one application to another to access information. Instead, they can get all the details they need from one interface. This makes it possible for them to stay updated on what is happening in their own projects as well as other projects that they need to cplaborate on with team members from other departments within your organization or outside your organization. This will help reduce bottlenecks and save a lot of time that would otherwise be wasted in accessing information from different applications. For example, if a salesperson needs some feedback from a customer on a product he has spd during a particular month, he can get all the details from Odoo CRM quickly with the help of Autotask-Odoo integration. No matter where the customer is located, he can access all the details about his purchase from one source so that he doesn’t have to go back and forth between different departments in order to get this information. This saves a lot of time and makes it easier for him to respond to his customer in a prompt manner in order to win his trust and loyalty in a competitive market place.
  • You can ensure compliance with regulatory requirements. The integration of Odoo CRM and Autotask helps you ensure regulatory compliance wherever it is needed. For example, if you are selling products through your website or other channels like social media sites or mobile apps etc., then this data should be integrated with the data stored in Autotask so that it is available for analysis whenever required for regulatory purposes. This helps you understand how much revenue comes from each channel so that you understand where exactly the problems are so that you can take corrective measures if required to improve sales performance at each channel.

The process to integrate Odoo CRM and Autotask 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.