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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
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 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 Integrations
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Best ways to Integrate Odoo CRM + ClickUp

  • Odoo CRM ClickUp

    Odoo CRM + ClickUp

    Post a Task Comment in ClickUp when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    ClickUp Post a Task Comment
  • Odoo CRM ClickUp

    Odoo CRM + ClickUp

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

    Odoo CRM + ClickUp

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

    Odoo CRM + ClickUp

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

    Odoo CRM + ClickUp

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

It's easy to connect Odoo CRM + ClickUp 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 Folder

    Triggers when new folders are created.

  • New List

    Triggers when new lists are created.

  • New Task

    Triggers when tasks are added.

  • Updated Task

    Triggers when tasks updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Folder

    To Creates a new folder

  • Create List

    Creates a new list

  • Create Subtask

    Creates a new subtask

  • Create Task

    Creates a new task.

  • New Checklist

    Add a checklist to a task

  • Post a Task Comment

    Post a comment to a task

  • Update Task

    Updates an existing task.

How Odoo CRM & ClickUp 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 ClickUp 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 ClickUp.

    (2 minutes)

  6. 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.