Odoo CRM + ClickUp Integrations
Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and ClickUp
- No code
- No Credit Card
- Lightning Fast Setup
10 Million man hours saved
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 ClickUp
ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.
ClickUp IntegrationsLooking for the ClickUp Alternatives? Here is the list of top ClickUp Alternatives
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Trello
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Best ways to Integrate Odoo CRM + ClickUp
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Odoo CRM + ClickUp
Post a Task Comment in ClickUp when New Lead/Opportunity is created in Odoo CRM Read More...When this happens...
New Lead/Opportunity
Then do this...
Post a Task Comment
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Odoo CRM + ClickUp
Create Folder to ClickUp from New Lead/Opportunity in Odoo CRM Read More...When this happens...
New Lead/Opportunity
Then do this...
Create Folder
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When this happens...
New Lead/Opportunity
Then do this...
Create List
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When this happens...
New Lead/Opportunity
Then do this...
Create Task
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Odoo CRM + ClickUp
Create Subtask to ClickUp from New Lead/Opportunity in Odoo CRM Read More...When this happens...
New Lead/Opportunity
Then do this...
Create Subtask
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Odoo CRM + ClickUp without coding knowledge. Start creating your own business flow.
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New Customer
Triggers when you add a new Customer.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity.
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New Folder
Triggers when new folders are created.
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New List
Triggers when new lists are created.
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New Task
Triggers when tasks are added.
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Updated Task
Triggers when tasks updated.
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Create Customer
Creates a customer.
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Create Lead/Opportunity
Create a new Lead/Opportunity.
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Update Customer
Updates a customer.
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Create Folder
To Creates a new folder
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Create List
Creates a new list
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Create Subtask
Creates a new subtask
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Create Task
Creates a new task.
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New Checklist
Add a checklist to a task
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Post a Task Comment
Post a comment to a task
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Update Task
Updates an existing task.
How Odoo CRM & ClickUp Integrations Work
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Step 1: Choose Odoo CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick ClickUp as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Odoo CRM to ClickUp.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Odoo CRM and ClickUp
Odoo and ClickUp are both business software sputions. Odoo is an open source CRM software spution. Whereas, ClickUp is a free project management top.
A. Odoo CRMOdoo is an open source CRM software spution. It is available in multiple languages including English, German, French Spanish and many more. It has a user base of more than 5000 companies worldwide including some of the biggest companies in the world like PayPal, ING, SNCF, Biomerieux, and many more. Odoo CRM can handle all of your business needs from sales to marketing to customer support and much more.It has a seamless integration with a number of other software sputions including Microsoft Office 365, DropBox, Google apps, etc.In addition to that Odoo also offers mobile apps for Android and iOS users. The mobile apps allow you to seamlessly integrate your business with your smartphone or tablet.It provides you with the opportunity to have a truly global presence by providing multilingual support in a variety of languages including English, German, French Spanish and many more.It comes with easy to use templates and wizards to get started right away with any business area that you require.
B. ClickUpClickUp is a web-based project management top. This top is cloud based and hence there are no installation requirements.It is available for free without any limit of users. Hence it will be easy to get started with it.It has a very simple UI that will be easy to navigate for anyone who is interested in using it.It allows you to make notes about tasks in plain text which helps team members cplaborate easily without worrying about formatting issues. It also allows you to upload attachments and share them with your team members.It has a very nice timeline view that will facilitate time tracking for all your projects.It allows you to create subtasks within tasks to break up work into more manageable chunks.It provides a centralized list of tasks so that you can keep track of all your outstanding tasks at one single place.ClickUp integrates with Google Drive, Box, Dropbox and OneDrive so that team members can access all of the files they need without worrying about storage space on their computer or device.
The process to integrate Odoo CRM and ClickUp 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.
