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Any.do Personal + Odoo CRM

Create tasks in Any.do Personal for new leads in Odoo CRM

Boost your efficiency with this powerful workflow. Whenever you record a new lead in the Odoo CRM system, a corresponding task is instantly created in your Any.do personal app. This ensures a streamlined process, allowing you to commence your follow-up activities promptly and never miss potential opportunities. Benefit from this automation to save time and meet your sales objectives with ease.

Boost your efficiency with this powerful workflow. Whenever you record a new lead in the Odoo CRM system, a corresponding task is instantly created in your Any.do personal app. This ensures a streamlined process, allowing you to commence your follow-up activities promptly and never miss potential opportunities. Benefit from this automation to save time and meet your sales objectives with ease.

  1. When this happens...
    Odoo CRMOdoo CRM
    New Lead

    Triggers on a new lead.

    TriggerPolling
  2. automatically do this!
    Any.do PersonalAny.do Personal
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write

    • ListRequired

    Trigger
    Polling
    Try It

    • ListRequired

    • TitleRequired

    • Due Date

    • Set Reminder?

    • Note

    Action
    Write

    • Task titleRequired

    Action
    Search
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any-do logo

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.
Learn more

Related categories

  • Task Management
odoo logo
odoo logo

About Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

Related categories

  • CRM (Customer Relationship Management)

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