Connect Odoo CRM and Trello to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
Launch your first automated workflow
Start with a template that brings Odoo CRM and Trello together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Odoo CRM with Trello - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects Odoo CRM and Trello, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - New Board
Triggers when a new board is added.
Try ItTriggerPolling - Board ID
- List ID
- Card ID
Try ItTriggerPolling- ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerInstant
- Create Lead
Creates a lead.
ActionWrite - Board ID
- List ID
- Filter
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerInstant
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Odoo CRM and Trello
Track leads in Odoo CRM from Trello.
Zapier adds a lead in Odoo CRM whenever a new card is created in Trello. This centralizes contact management and ensures no leads are missed by syncing data across tools used for project and lead tracking.
Business OwnerCreate Trello cards for new leads.
Zapier creates a Trello card for every new lead in Odoo CRM. This ensures the marketing team can track and manage new leads in Trello, improving response times and organization.
Marketing & Marketing OpsLearn how to automate Odoo CRM on the Zapier blog
Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about Odoo CRM + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Trello
What are the available triggers when integrating Odoo CRM with Trello?
When integrating Odoo CRM with Trello, common triggers include a new lead in Odoo, updates to a lead stage, and when a customer is marked as won or lost. These triggers can automatically create corresponding cards or checklist items in Trello.
How do I set up an action in Trello based on an event in Odoo CRM?
To set up actions in Trello based on events in Odoo CRM, you can configure workflows where specific events like the creation of a new lead or opportunity stage update will trigger actions such as creating a new card or updating existing cards with details from the lead.
Can I update information in Odoo CRM from changes made in Trello?
Yes, you can update information in Odoo CRM from changes made in Trello by setting up actions that take data from updated cards or lists and push them back into Odoo, such as notes on customer interactions or status updates.
What synchronization options are available between Odoo CRM and Trello?
Synchronization options include real-time updates where changes made to leads or opportunities in Odoo automatically reflect as updated cards or lists in Trello. We ensure that both platforms reflect the same data without manual intervention.
Is it possible to customize what information is transferred from Odoo CRM to Trello?
Yes, customization is possible by selecting which fields and data types should trigger actions within Trello. You can tailor these settings to transfer only relevant information such as deadlines, contact details, or next steps for each lead.
Are there limitations on how frequently data syncs between the two platforms?
The data sync frequency depends on your setup preferences but may be set for real-time synchronization for immediate updates or scheduled intervals if preferred. Our system ensures effective syncing without overloading API requests.
Do I need technical expertise to integrate Odoo CRM with Trello?
Integrating our modules typically does not require extensive technical expertise. The setup involves straightforward configuration steps where you select desired triggers and actions using user-friendly interface workflows provided by us.
