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Odoo CRM + nozbe Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo CRM and nozbe

About Odoo CRM

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.

About nozbe

Nozbe is an online to-do list style project management tool for your team.

nozbe Integrations

Best Odoo CRM and nozbe Integrations

  • Odoo CRM Evernote

    nozbe + Evernote

    Create Evernote notebooks on new Nozbe projects Read More...
    When this happens...
    Odoo CRM New Project
     
    Then do this...
    Evernote Create Notebook
    Are you just starting a new project? Save yourself some time by using this Nozbe Evernote connection to stay organised instead of creating handwritten notes for all of the linked tasks. Once you've set it up, any new project on Nozbe will automatically create a new Evernote notebook for you, providing the groundwork for all of your future work and research.
    How This Nozbe-Evernote Integration Works
    • A new project is added to Nozbe
    • Appy Pie Connect creates a new note on Evernote.
    What You Need
    • Nozbe account
    • Evernote account
  • Odoo CRM Google Drive

    nozbe + Google Drive

    Create new folders in Google Drive for new Nozbe projects Read More...
    When this happens...
    Odoo CRM New Project
     
    Then do this...
    Google Drive Create Folder
    Are you getting set to begin a new project that will require a lot of files and collaboration? We have the ideal assistance for you. When the Nozbe Google Drive integration is turned on, a new folder will be created on Google Drive for each new project on Nozbe, ensuring that all linked materials have a home from the start. You can then drag and drop your tasks into each folder. This makes it super easy to organize your projects in one place.
    How This Nozbe-Google Drive Integration Works
    • A new project is added to Nozbe
    • Appy Pie Connect creates a new folder on Google Drive.
    What You Need
    • Nozbe account
    • Google Drive account
  • Odoo CRM Google Tasks

    nozbe + Google Tasks

    Add new Nozbe actions to Google Tasks Read More...
    When this happens...
    Odoo CRM New task
     
    Then do this...
    Google Tasks Create Task
    Are you looking to make sure that your Nozbe workflow is carried over to Google Tasks without having to constantly manage your tasks? We'll set up this Nozbe Google Tasks integration for you. From then on, any new action done on Nozbe will immediately produce a new task on Google Tasks, triggering as long as the automation is active, ensuring that the pipeline is continually going forward.
    How This Nozbe-Google Tasks Integration Works
    • A new action is created to Nozbe
    • Appy Pie Connect creates new task on Google Tasks
    What You Need
    • Nozbe account
    • Google Tasks account
  • Odoo CRM Google Tasks

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    {{item.message}} Read More...
    When this happens...
    Odoo CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Odoo CRM + nozbe in easier way

It's easy to connect Odoo CRM + nozbe without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • New Category

    Triggered when a new category is added

  • New Project

    Triggered when a new project is created

  • New task

    Triggered when a new task is created

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Project

    Create new project

  • Create Task

    To create a new task into a project.

How Odoo CRM & nozbe Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select nozbe as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate nozbe with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Odoo CRM and nozbe

Odoo is an all in one business software which is used by the small and mid-sized businesses. It consists of a combination of CRM, ERP, accounting, inventory management, sales forecast, web commerce and customer service spution. Odoo is mostly used for companies which are running a complex business and need to manage multiple departments and projects simultaneously. Moreover, it also includes features like product management, sales and marketing automation, project management, time reporting, document management, workflows, billing and invoicing among other functions. The integration of Odoo with nozbe will be beneficial as it will enable to use the same data in both the products which will ultimately reduce efforts on entering the same data again and again.

Integration of Odoo CRM and nozbe

Odoo is a cloud based application and hence can be accessed from any part of the world where internet is available. Odoo offers its services in multiple languages including English, Spanish, French, Italian, German and Portuguese. It can be used by any kind of business due to its flexibility; it supports the companies with up to 15 users at the basic plan and they can scale up to unlimited users at higher plans. The software has two different versions – one is called private and the other public. The private version is for internal use only whereas the public version can be used by anyone especially those who don’t want to pay for the software. Odoo initially started as a fork of the OpenERP in 2011 and then was renamed to Odoo CRM. It has a huge community behind it which works on improving features and adding new functionalities. It provides various open source plugins on its website which allows users to integrate it with external applications.

nozbe is a task management software which helps you to keep track of your project’s tasks, notes and deadlines. It allows you to plan your tasks in advance and arrange them according to their deadline. It has features like email reminders, task sharing, filtering of tasks by tags and assigning them to different users etc. It allows you to create tasks easily by using drag and drop feature. There’s a section called ‘@nozbe’ in Odoo where you can access nozbe from Odoo itself. This section helps you to assign tasks from Odoo to nozbe and vice versa. At times, when you forget some important tasks or dates or you need someone else’s input regarding task priority or due date then nozbe can come handy in such scenarios. The integration between Odoo and nozbe is easy as both of them have their API’s available online which makes it convenient for developers to integrate them together.

Benefits of Integration of Odoo CRM and nozbe

The integration of Odoo CRM with nozbe will help you get your tasks organized effortlessly as it will provide you with a single platform where you can manage all your tasks. You can even organize your entire workflow with the help of these two tops. They both are cloud based so you don’t have to worry about installing copies of these softwares separately on your computer or laptop. They both are open source so if there’s something you want added or removed from either of these apps then you have the freedom to do so as it will not cost you anything. You can also use these apps together with your team members so that everyone in your team can share their progress on a certain project together through nozbe. Also, if someone forgets something important then nozbe can help you remind him/her about that task by sending out reminders via email or SMS if needed. If you have a basic knowledge about programming then it is quite easy for you to integrate these apps, otherwise you can find plenty of tutorials online which will guide you throughout the process of integration without much effort.

The process to integrate Odoo CRM and nozbe may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.