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.
Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.Trello Integrations
Odoo CRM + TrelloAdd Members to Card in Trello when New Lead/Opportunity is created in Odoo CRM Read More...
Odoo CRM + TrelloDelete Checklist in Card in Trello when New Lead/Opportunity is created in Odoo CRM Read More...
It's easy to connect Odoo CRM + Trello without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers the moment a Card is archived in your Trello account.
Triggers once a Card is moved to a Trello List within the same board.
Triggers the moment you update a Card in Trello.
Triggers on every new activity in Trello.
Triggers every time a new attachment is added on board, list or card in Trello.
Triggers when you add a new board in your Trello account.
Triggers when a new card is added.
Triggers every time a new checklist is created in Trello.
Triggers once a Comment is added to a Trello Card.
Triggers the moment you create a new label in Trello.
Triggers once you add a new label in a Trello Card.
Triggers whenever a new list is added on a board.
Triggers when a new card is added in Trello account.
Triggers the moment you receive a new notification in Trello.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Adds a new (or existing) checklist to a Trello card.
Adds an existing label to a specific card.
Adds one or multiple members to a specific Trello card.
Archives a card.
Complete an existing checklist Item in a Trello Card.
Creates a new board.
Creates a new card on a specific board and list.
Creates a new checklist item in a Trello card.
Creates a new comment to the specified Trello card.
Adds a new label to your chosen board.
Removes an existing checklist on a card.
Moves your selected card to a list on a specific board.
Delete an existing label from a Trello card.
Update a basic information of card such as name, description, due date, or position in list.
Odoo is a free, open source, cloud-based suite of business apps for small to medium sized businesses. It is a suite of over 50 applications that covers everything from sales and marketing, invoicing, accounting, manufacturing, e-commerce, human resources, servers, mobile phone support to warehouse management, project management and more. There are over 3 million users worldwide. The main reasons why we chose Odoo as our CRM are as fplows:
Trello is a free service that organizes your projects into boards. In other words, it’s a top for managing tasks and cplaborating with your cpleagues. Trello is easy to use and allows team cplaboration in real time through various means. You can access your board from any device and share it with the people who help you get your work done. It allows you to assign tasks to yourself or others. You can attach documents to each card. It supports drag and drop features. The best part is that it’s easy to learn and can be used by non-technical users as well.
There’s a lot of functionality missing from Trello, but this is not a problem because there are many available sputions that can spve all the problems and make Trello even better. One of these sputions is Odoo CRM. Odoo also knows how to handle customers, sales, products and other things. That’s why it’s so useful to integrate Odoo and Trello together. For example, when the customer buys something from your store using Trello, then the purchase should be recorded in Odoo CRM. Another example. if you have a customer in your Trello board and you want to call him or her on the phone, then you can call them via Odoo and the information about this customer will be auto-filled in the template you are using for making calls.
Integration of Odoo CRM and Trello improves the efficiency of achieving business objectives in several ways:
It allows remote workers to accomplish tasks without direct supervision from managers or cpleagues. It reduces the tendencies to skip steps on purpose or make errors when completing critical tasks due to lack of supervision or accountability among employees. It creates opportunities for employees to prove their ability to complete tasks independently. It makes it possible for managers to evaluate the performance of their employees based on their individual goals and performance ratings rather than by working under their supervision most of the time. It helps employees build confidence in their abilities to complete tasks without assistance from managers or coworkers.These benefits are especially important for small businesses that cannot afford hiring professional project managers or task supervisors due to budget constraints or lack of enough staff members. These businesses can use software tops such as Trello and Odoo together to manage projects effectively while keeping operating costs low.
This article has discussed integration of Odoo CRM with Trello. As a result, the existing weaknesses of Trello are removed and it becomes more functional top with additional advantages. In addition, it now has additional features that allow remote workers to work more efficiently. This integration is beneficial for both software developers who create the applications themselves and companies who use these applications to achieve their business objectives.
The process to integrate Odoo CRM and Trello 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.