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Odoo CRM + MeisterTask Integrations

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

  • 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 MeisterTask

MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.

MeisterTask Integrations

Best ways to Integrate Odoo CRM + MeisterTask

  • Odoo CRM MeisterTask

    Odoo CRM + MeisterTask

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

    Odoo CRM + MeisterTask

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

    Odoo CRM + MeisterTask

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

    Odoo CRM + MeisterTask

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

    Odoo CRM + MeisterTask

    Update Task in MeisterTask when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    MeisterTask Update 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 + MeisterTask in easier way

It's easy to connect Odoo CRM + MeisterTask 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 Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

How Odoo CRM & MeisterTask 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 MeisterTask 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 MeisterTask.

    (2 minutes)

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

Integration of Odoo CRM and MeisterTask

Odoo is a free and open source enterprise management software that is used by almost every industry in the world. MeisterTask is an online to-do list, time tracker and resource manager. A project manager can use this top to manage tasks from beginning to end.

There are many features of Odoo CRM that make it a great cplaboration platform for small businesses. Any business can benefit from using the CRM module of Odoo for organization and communication with customers. The cplaboration feature of Odoo CRM allows you to set up projects and organize teams, clients, partners and even suppliers. The modules or applications of Odoo include CRM, Customer Service, Sales, Marketing, Project Management, Point of Sale, Manufacturing, Human Resource, Purchasing, Inventory and Financial Management. They all have their own specific functions that help your business grow successfully to meet challenges from other businesses in your industry.

Integration of Odoo CRM and MeisterTask

Project managers can easily integrate Odoo CRM with MeisterTask to facilitate task management for employees. They can create projects in Odoo CRM and add team members to them using their email address. Team members can log into Odoo CRM with their username and password in order to complete tasks assigned to them. Team members can also keep track of their project progress from other devices because Odoo supports mobile applications for iOS and Android platforms. In addition, the project manager can monitor progress of each project through reports provided by Odoo CRM.

Benefits of Integration of Odoo CRM and MeisterTask

The integration of these two applications provides many benefits to businesses that depend on task management. The project manager can see his or her work schedule at a glance and assign tasks to team members through the application. Tasks are automatically added to the MeisterTask app on the employee’s phone or tablet. This saves time because there is no need to manually add projects or tasks in a different application and then check them later. Employees can see their work schedule at any time, so they do not have to wait for reminder emails or text messages from their managers before starting a new task. Integrating Odoo CRM and MeisterTask also makes it easier for employees to track progress of their tasks and take action when needed.

The process to integrate Odoo CRM and MeisterTask 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.