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Odoo CRM + awork Integrations

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

  • 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 awork

Intelligent projects, tasks and time tracking for your project business.

awork Integrations

Best ways to Integrate Odoo CRM + awork

  • Odoo CRM awork

    Odoo CRM + awork

    Search Projects in awork when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    awork Search Projects
  • Odoo CRM awork

    Odoo CRM + awork

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

    Odoo CRM + awork

    Search Users by Email in awork when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    awork Search Users by Email
  • Odoo CRM awork

    Odoo CRM + awork

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

    Odoo CRM + awork

    Create Project Task to awork from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    awork Create Project Task
  • 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 + awork in easier way

It's easy to connect Odoo CRM + awork 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 Task

    Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

  • New Time Entry

    Triggers when a new time entry is created.

  • 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 Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Project Task

    Creates a new project task.

  • Search Projects

    Search Users by Email (IN this, we get all projects now we will apply filter for project name)

  • Search Users by Email

    Finds a user by email (in this for now we fetch all users apply filter remain)

How Odoo CRM & awork 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 awork 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 awork.

    (2 minutes)

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

Integration of Odoo CRM and awork

Odoo CRM

Odoo is a platform with many features like accounting, stock management, e-commerce management, project management, customer relationship management (CRM), and others which are required by any company in the world. The most important feature of this software is its interface which is easy to use and also provides a large number of useful functions for easy and quick data input and analysis.

awork

awork is a cloud software for creating a work management system. It has a free version which can be used for personal purposes or a paid version which can be used for commercial purposes. This application allows you to create work plans, assign them to employees, track progress, and keep all your work information in one place. In addition to that, it provides the possibility to add attachments to each task, increase task priority, add comments, set deadlines, add tasks to a category, make a task repeatable and track how much time tasks took.

Integration of Odoo CRM and awork

The integration of awork and Odoo CRM allows you to manage your business more efficiently. It gives you the ability to manage your customer relations from start to finish. You can plan your work with awork and take care of your customers with Odoo CRM. Let’s see how both applications can help you to get more profit from your business.

Odoo CRM helps you to identify potential clients based on their needs. Its database contains information about your clients and their contact information. You can easily contact them when necessary or send them offers for products or services they need. If you want to improve your sales results in the future, you should think about using Odoo CRM for easy and quick access to all your clients’ information and customer relations management.

awork allows you to create plans for your business and then track their progress. You can assign certain tasks to specific employees and see what each member of your team is doing at the moment. For example, if you have 10 employees in your company and three people in one department you can assign three tasks to this department and see which tasks they already completed and which ones they still need to do. This way you will always know what specific employees are doing and how much progress they made in each task. Having such an information about your employees it will be easier for you to evaluate their performance and decide who should continue working for you and who should be fired.

Benefits of Integration of Odoo CRM and awork

Integration of Odoo CRM and awork allows you to bring together all your business data into one place and use it easily and quickly to make decisions which will help you to reach your business goals. For example, if you want to increase profits of your business, you should consider using both applications together because having access to all of your client information will help you to offer better products or services to your clients based on their needs. By offering them exactly what they need you will increase the number of clients who will choose your products or services over products or services offered by competitors.

The process to integrate Odoo CRM and awork 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.