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ClickUp + Odoo CRM

Create tasks in ClickUp for new leads in Odoo CRM

Effortlessly manage new leads in your Odoo CRM by creating corresponding tasks in ClickUp. With this seamless workflow, every time a new lead is added in Odoo CRM, a task will be generated in ClickUp, ensuring you stay organized and up-to-date on potential clients. Save time and boost productivity as you efficiently manage leads and tasks across platforms.

Effortlessly manage new leads in your Odoo CRM by creating corresponding tasks in ClickUp. With this seamless workflow, every time a new lead is added in Odoo CRM, a task will be generated in ClickUp, ensuring you stay organized and up-to-date on potential clients. Save time and boost productivity as you efficiently manage leads and tasks across platforms.

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

    Triggers on a new lead.

    TriggerScheduled
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Odoo CRM triggers, actions, and search

    New Lead

    Triggers on a new lead.

    Trigger
    Scheduled
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Checklist NameRequired

    • Checklist ItemRequired

    Action
    Write
  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    • Folder NameRequired

    Action
    Write
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clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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Related categories

  • Project Management

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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."

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