Odoo CRM + Trello

Create cards in Trello for new leads in Odoo CRM

Stay on top of your leads efficiently by linking Odoo CRM and Trello. This workflow initiates when a new lead is identified in Odoo CRM and immediately it creates a card in your Trello board. Say goodbye to manual data entries and stay organized with this simple automation that ensures every new lead is followed up in a timely manner. A fantastic solution to streamline your sales process.

Stay on top of your leads efficiently by linking Odoo CRM and Trello. This workflow initiates when a new lead is identified in Odoo CRM and immediately it creates a card in your Trello board. Say goodbye to manual data entries and stay organized with this simple automation that ensures every new lead is followed up in a timely manner. A fantastic solution to streamline your sales process.

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

    Triggers on a new lead.

    TriggerPolling
  2. automatically do this!
    TrelloTrello
    Create Card

    Adds a new card on a specific board and list.

    ActionWrite
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Supported triggers and actions

  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write
    • Board ID

    • List ID

    • Card ID

    Trigger
    Polling
    Try It
    • Board ID

    • List ID

    • Card ID

    Trigger
    Instant
    Try It
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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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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