?>

Odoo CRM + Smartsheet Integrations

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

  • 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 Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

Smartsheet Integrations
Smartsheet Alternatives

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

  • Google Sheets Google Sheets

Best ways to Integrate Odoo CRM + Smartsheet

  • Odoo CRM Smartsheet

    Odoo CRM + Smartsheet

    Copy Workspace in Smartsheet when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Smartsheet Copy Workspace
  • Odoo CRM Smartsheet

    Odoo CRM + Smartsheet

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

    Odoo CRM + Smartsheet

    Copy Row in Smartsheet when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Smartsheet Copy Row
  • Odoo CRM Smartsheet

    Odoo CRM + Smartsheet

    Send Row in Smartsheet when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Smartsheet Send Row
  • Odoo CRM Smartsheet

    Odoo CRM + Smartsheet

    Share Workspace in Smartsheet when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM New Lead/Opportunity
     
    Then do this...
    Smartsheet Share Workspace
  • 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 + Smartsheet in easier way

It's easy to connect Odoo CRM + Smartsheet 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 whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

How Odoo CRM & Smartsheet 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 Smartsheet 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 Smartsheet.

    (2 minutes)

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

Integration of Odoo CRM and Smartsheet

Odoo is a free and open source suite of business applications. It is a cloud-based all-in-one business management suite and is ideal for small to medium sized businesses. Odoo CRM is a top that helps in managing sales, marketing, customer service, and accounting operations. It allows one to integrate various functions of the business into a single system. Odoo CRM can be integrated with other third party applications such as accounting software (e.g., Xero or QuickBooks. and calendaring/scheduling tops (e.g., Google Calendar.

Smartsheet is also a cloud-based application that provides a range of applications for business process management, project management, and team cplaboration. It is available as a web application, but can also be accessed via smartphone or tablet apps. Smartsheet can be used to handle a wide range of tasks such as inventory contrp, resource scheduling, event planning, and employee time tracking. The platform has integrations with third party applications like Google Drive, Dropbox, Box, SugarCRM, DocuSign, Workday, Freshbooks, Salesforce, Zendesk, MailChimp, Marketo, Hubspot, JIRA, Evernote, etc. This makes it easy to share data between different systems of the organization.

Integration of Odoo CRM with Smartsheet helps organizations save their time and resources by allowing them to manage the entire business process from a single system with ease. They can have a clear view of the progress of each task and can monitor the status of each project at any time. The integration allows managers to schedule meetings and track the attendance of employees and users across the organization. It also facilitates sending automatic reminders to the relevant stakehpders if the due date for any task expires.

Below are the key benefits that can be gained by integrating Odoo CRM with Smartsheet:

  • High Customization

Odoo CRM gives you unlimited flexibility by allowing you to create your own custom forms or modify default forms to suit your exact needs. It allows you to define field names, set descriptions for fields, and create calculation rules and formulas. It also allows you to assign custom attributes to entities in areas such as finance or human resources. This feature will help in saving time when you need to add new entities or update existing ones because you can simply reuse the already existing data from other areas.

  • Time Saving

When you integrate Odoo CRM with Smartsheet, you can create projects that allow end users to access both the tops without switching back and forth between them. This will save time as users will not have to lose focus while switching between windows and entering information in separate fields or spreadsheets.

  • User Friendly Interface

Both Odoo CRM and Smartsheet have user friendly interfaces that make it easy for even non tech savvy people to navigate through them and use them without much problem. The simple layout makes it easy for users to understand how the tops work, what’s required of them in each step of the process, and how they can contribute their part towards achieving success in accomplishing various tasks.

  • Automatic Reminders

When you integrate Odoo CRM with Smartsheet, you can set up automated reminders in case a deadline is about to expire. This reduces the likelihood of missing out on submitting an important document on time or forgetting to inform someone about some important event or task that needs to be accomplished on time. These reminders help users stay focused on their tasks so that they can complete them before the deadline is reached. Since these reminders are automated, users do not have to waste their time unnecessarily checking their calendars or email inboxes every now and then to make sure that they haven’t missed out on anything important.

  • Enhanced Project Management Capabilities

When you integrate Odoo CRM with Smartsheet, you can have a clear picture of all your projects at once by bringing all your related activities, tasks, events, communications, and files under one roof so that you can easily monitor their progress at any time. You get alerts when something goes wrong with the project so that you can take corrective measures immediately. You also get push notifications about upcoming deadlines so that you don’t miss out on achieving your target dates.

The process to integrate Odoo CRM and Smartsheet 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.