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Set up your first integration
Quickly connect ClickUp to Odoo CRM with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate ClickUp with Odoo CRM - 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 Message Posted to Channel" from ClickUp.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects ClickUp and Odoo CRM, 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.
- WorkspaceRequired
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Try ItTriggerInstant- Task
- Include subtask?
- Fetch task data?
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- Reaction(s)
- WorkspaceRequired
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Try ItTriggerInstant- Reaction(s)
- WorkspaceRequired
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Connect ClickUp and Odoo CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Learn how to automate ClickUp on the Zapier blog
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about ClickUp + Odoo CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ClickUp and Odoo CRM
What is required to integrate ClickUp with Odoo CRM?
To integrate ClickUp with Odoo CRM, you will need access to both platforms and an automation tool like Zapier. Once you have these, you can set up triggers in ClickUp, such as task creation or status changes, to prompt actions in Odoo CRM like updating customer records or creating new opportunities.
How do I set up a trigger for task creation in ClickUp?
In ClickUp, you can set up a trigger for task creation by selecting 'New Task' in the automation platform. This will allow us to automatically start an action in Odoo CRM whenever a new task is created in ClickUp.
Can I update Odoo CRM contacts when a new comment is added in ClickUp?
Yes, you can. By setting up a trigger for the 'New Comment' event in ClickUp, our system can initiate an action that updates corresponding contacts or records within Odoo CRM.
Is it possible to create a project in Odoo from a ClickUp task?
Absolutely. You can configure an action to create a new project in Odoo whenever a specific task is tagged or moved to a designated list within ClickUp.
What actions can I perform in Odoo CRM when a task's status changes in ClickUp?
When a task's status changes in ClickUp, you can perform various actions such as updating the deal stage of an opportunity, adding notes to contacts, or even triggering email notifications within Odoo CRM.
How do we handle duplicate entries during integration?
We have options within our integration setup that allow us to check for existing records before creating or updating entries in Odoo CRM. This helps prevent duplicates and maintains data consistency.
Can we synchronize deadlines between tasks and opportunities across both platforms?
Yes, by establishing triggers for deadline updates on either platform, we ensure that changes made on tasks in ClickUp reflect on related opportunities in Odoo CRM and vice versa.
