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Odoo CRM + Todoist

Create tasks in Todoist for new leads in Odoo CRM

When a new lead is recorded in your Odoo CRM system, let this workflow take the initiative for you. It instantly sets up a new task in your Todoist app, allowing you to effectively manage and track the progress of your lead nurturing. This workflow ensures that every potential client gets the attention they deserve and streamlines your lead management process for optimal productivity.

When a new lead is recorded in your Odoo CRM system, let this workflow take the initiative for you. It instantly sets up a new task in your Todoist app, allowing you to effectively manage and track the progress of your lead nurturing. This workflow ensures that every potential client gets the attention they deserve and streamlines your lead management process for optimal productivity.

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

    Triggers on a new lead.

    TriggerScheduled
  2. automatically do this!
    TodoistTodoist
    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

    • Project

    Trigger
    Scheduled
    Try It
  • Todoist triggers, actions, and search

    New Project

    Triggers when a new project is created.

    Trigger
    Scheduled
    Try It

    • TaskRequired

    Action
    Write
  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write

    • ProjectRequired

    Trigger
    Scheduled
    Try It

    • ProjectRequired

    • E-Mail AddressRequired

    Action
    Write

    • TaskRequired

    • SectionRequired

    Action
    Write
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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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Related categories

  • CRM (Customer Relationship Management)

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todoist logo
todoist logo

About Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).
Learn moreHelp

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