Integrate Odoo CRM with Trello

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

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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 Trello

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
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Best Odoo CRM and Trello Integrations

  • Odoo CRM Integration Trello Integration

    Odoo CRM + Trello

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

    Odoo CRM + Trello

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

    Odoo CRM + Trello

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

    Odoo CRM + Trello

    Add Members to Card in Trello when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Trello Integration Add Members to Card
  • Odoo CRM Integration Trello Integration

    Odoo CRM + Trello

    Delete Checklist in Card in Trello when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Trello Integration Delete Checklist in Card
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Trello in easier way

It's easy to connect Odoo CRM + Trello 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.

  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & Trello 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 Trello 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 Trello.

    (2 minutes)

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

Integration of Odoo CRM and Trello

What is Odoo CRM?

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:

What is Trello?

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.

Integration of Odoo CRM and Trello

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.

Benefits of Integration of Odoo CRM and Trello

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.