Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.Asana Integrations
It's easy to connect Odoo CRM + Asana without coding knowledge. Start creating your own business flow.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.
Triggered whenever you add a new project.
Triggers on an addition of a new story.
Triggers upon an addition of a new subtask.
Triggers every time you create a new tag.
Triggers whenever a new task is added to a project.
Triggers whenever a new task is added to a workspace.
Triggered every time you add a new team.
Triggered once a new user is added.
Triggers every time you add a tag to a task.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
I. Introduction:Odoo CRM is a suite of applications for managing customer relations and activities. It allows businesses to manage their sales, marketing, finance, accounting, human resources, production, warehouse, purchasing and logistics. Odoo CRM is available in more than 40 languages and it has been used by more than 5 million businesses around the world.
Odoo CRM offers a range of modules that support sales, marketing, finance, accounting, production, warehouse, human resources, purchasing and logistics. The platform provides an array of tops to manage business processes which include project management, customer service management, help desk management and support ticketing system. These features allow companies to improve their customer care and increase their sales.
Asana is a web-based top for managing personal tasks or projects. It helps teams to organize their work and focus on what needs to be done rather than on managing their tasks. Asana is focused on creating a task list that helps people to break down large tasks into small tasks that can be easily completed. It also helps users to track the progress of each task. Asana allows users to create task lists and assign them to different users for completion. It also allows users to add files and notes to their task lists for better understanding of the task at hand. Asana also allows the user to prioritize his tasks.
:Integration of Odoo CRM with AsanaOdoo CRM can integrate with Asana using Zapier. With Zapier, users can connect different applications via API integrations. Zapier makes it possible for users to connect other applications with Odoo CRM and allows them to automate the process of data transfer between the two systems. With Zapier integration between Odoo CRM and Asana users can automate data transfer between the two systems. Users can create tasks in Asana when there are new leads added in Odoo CRM. They can also create tasks in Asana when there is a new opportunity created in Odoo CRM especially when you are selling a product or service through your website and need to reach out to the potential clients. You can create tasks automatically in Asana whenever your customers make a purchase online. With this integration you don’t have to log into both systems; you can do everything from one place which saves time and effort as well.
With integration of Odoo CRM with Asana, users can make use of Asana's visual dashboard and Asana's notification options. This integration allows users to get notified about critical information via email or SMS alerts. The integration also allows users to access important information such as client contacts from Asana whenever they need it without having to login into the system.
:The integration of Odoo CRM with Asana has several benefits including reduced cost on software maintenance, increased productivity and less time wasted on repetitive tasks.
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