Connect monday.com and Odoo CRM to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Set up your first integration

Quickly connect monday.com to Odoo CRM with a Zapier template.

Our most popular template

Create new leads in Odoo CRM for every new item in the monday.com board
Details
Try it
monday.com + Odoo CRM

Create new leads in Odoo CRM for every new item in the monday.com board

Details

Try it

monday.com + Odoo CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate monday.com with Odoo CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Create Lead" in Odoo CRM.

You’re connected!

Zapier seamlessly connects monday.com 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.

- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It

- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write

- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
Create Lead
Creates a lead.
Action
Write

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column to search in
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search
New Lead
Triggers on a new lead.
Trigger
Polling
Try It

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

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

Connect monday.com 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate monday.com on the Zapier blog

Learn how to automate Odoo CRM on the Zapier blog

Make work flow with AI

Level up your monday.com to Odoo CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about monday.com + Odoo CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Odoo CRM

How can I integrate monday.com with Odoo CRM?

Integrating monday.com with Odoo CRM can be done using our in-built automation platform, which lets you set up triggers and actions. For instance, when a new item is created in monday.com, a corresponding record can be automatically generated in Odoo CRM.

What triggers are available for integration between monday.com and Odoo CRM?

Available triggers include the creation of a new item in monday.com, status changes of tasks, or when an item is moved between boards. These triggers can initiate actions within Odoo CRM, such as creating a lead or updating customer information.

Can I update existing records in Odoo CRM from monday.com?

Yes, you can set up actions that update existing records in Odoo CRM when certain events occur on your monday.com board. For example, if the status of a project changes on monday.com, the corresponding lead or opportunity status can be automatically updated in Odoo CRM.

Are there any pre-built integration templates between monday.com and Odoo CRM?

We offer several pre-built templates to help you get started quickly with integrating monday.com and Odoo CRM. These templates include common workflows such as syncing tasks, updating leads, and managing customer data.

Is it possible to customize integrations beyond the pre-set triggers and actions?

Absolutely! You can customize integrations by configuring specific triggers and actions that fit your workflow needs. Our platform supports customizing field mappings and applying conditions to make integrations more precise.

What happens if there's an error during the synchronization process?

If an error occurs during synchronization, our system will log the error for review. In many cases, we offer automatic retry mechanisms to minimize disruption. Detailed logs enable you to diagnose and resolve issues promptly.

How do I troubleshoot integration issues between monday.com and Odoo CRM?

To troubleshoot issues, check our integration logs for any errors or failed tasks. Ensure that all necessary permissions are granted in both applications. If problems persist, our support team is ready to assist you with more complex debugging steps.

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Insightly

CRM (Customer Relationship Management)

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."

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Podio

Project Management

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

Airtable

Databases

Connect monday.com and Odoo CRM to unlock the power of automation

Set up your first integration

Create new leads in Odoo CRM for every new item in the monday.com board

Create new leads in Odoo CRM for every new item in the monday.com board

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect monday.com and Odoo CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Learn how to automate Odoo CRM on the Zapier blog

5 ways to automate Odoo CRM

Make work flow with AI

Frequently Asked Questions about monday.com + Odoo CRM integrations

Connect monday.com to Odoo CRM on the world's largest no-code automation platform