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Trello + Odoo CRM Integrations

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

About Trello

Trello is a team communication app that organizes your projects into boards. Trello’s boards, lists and cards enable you to organize and prioritize your personal and work life in a fun, flexible and rewarding way.

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.

Odoo CRM Integrations
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Best Trello and Odoo CRM Integrations

  • Trello Todoist

    Trello + Todoist

    Add new Trello cards to Todoist as tasks Read More...
    When this happens...
    Trello New Card
     
    Then do this...
    Todoist Create Task
    Both Trello and Todoist are popular task management apps that enable you to get your team members on the same page. When you connect your Trello with Todoist, you add another level of efficiency in your workflow. After setting up this integration, Appy Pie Connect will automatically create a new task in Todoist whenever a new card is saved in Trello. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new card is created on Trello
    • Appy Pie Connect automatically adds it as a task in Todoist
    What You Need
    • Trello account
    • A Todoist Account
  • Trello Google Sheets

    Trello + Google Sheets

    Save new Trello card activity as Google Sheets rows Read More...
    When this happens...
    Trello New Activity
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This Trello Google Sheets integration enables you to keep track of each Trello card activity in an organized manner. After setting this integration up, whenever there is any activity on your Trello card, Appy Pie Connect automatically saves it to a new row on your Google Sheets spreadsheet. Note: This integration doesn't add rows for Trello card activities that have been performed, but adds rows only for the new Trello card activities following the integration.
    How this Integration Works
    • There is a new Trello card activity on Trello
    • Appy Pie Connect adds a new row to a Google Sheets spreadsheet to save that activity
    What You Need
    • A Trello account
    • A Google Sheets account
  • Trello Google Sheets

    Trello + Google Sheets

    Add new Trello cards to a Google Sheets spreadsheet Read More...
    When this happens...
    Trello New Card
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This Trello-Google Sheets spreadsheet integration lets you share new Trello cards with teammates who don’t have access to your Trello account. After setting up this integration, we’ll automatically add every new card that is created in your Trello account to a Google Spreadsheet where every member in your team can view it. With Appy Pie Connect, you can set up this integration in minutes without writing a single line of code. Note: This integration doesn't add rows for Trello cards that have been created already, but adds new Trello cards that are created after this integration has been setup.
    How this Integration Works
    • A new Trello card is created on your Trello account
    • Appy Pie Connect adds a new row to a Google Sheets spreadsheet
    What You Need
    • A Trello account
    • A Google Sheets account
  • Trello Google Calendar

    Trello + Google Calendar

    Create Google Calendar detailed events from new Trello card activity Read More...
    When this happens...
    Trello New Activity
     
    Then do this...
    Google Calendar Create Detailed Event
    Take more out of your Trello account by integrating it with Google Calendar. This integration will help you stay on top of your schedule by creating detailed events in Google Calendar from every new Trello card activity. Don’t forget to add a due date to your cards if you want to track when a task is due in your calendar.
    How It Works
    • A new activity takes place in a Trello card
    • Appy Pie Connect automatically create a new detailed event on your Google Calendar
    What You Need
    • A Trello account
    • A Google Calendar account
  • Trello Google Drive

    Trello + Google Drive

    Create Google Drive folders for new Trello cards Read More...
    When this happens...
    Trello New Card
     
    Then do this...
    Google Drive Create Folder
    Trello is used by millions of people across the world to manage their tasks efficiently. With this integration, you can keep a record of your Trello cards in a Google Drive for future reference. After setting this integration up, Appy Pie Connect will automatically create a new folder on Google Drive for every new card on your Trello Board.
    How It Works
    • A new card is created on your Trello account
    • Appy Pie Connect automatically adds a new folder on Google Drive
    What You Need
    • A Trello Board
    • A Google Drive account
  • Trello Google Drive

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    When this happens...
    Trello {{item.triggerTitle}}
     
    Then do this...
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Connect Trello + Odoo CRM in easier way

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

    Triggers
  • Card Archived

    Triggers the moment a Card is archived in your Trello account.

  • Card Moved to List

    Triggers once a Card is moved to a Trello List within the same board.

  • Card Updated

    Triggers the moment you update a Card in Trello.

  • New Activity

    Triggers on every new activity in Trello.

  • New Attachment

    Triggers every time a new attachment is added on board, list or card in Trello.

  • New Board

    Triggers when you add a new board in your Trello account.

  • New Card

    Triggers when a new card is added.

  • New Checklist

    Triggers every time a new checklist is created in Trello.

  • New Comment in Card

    Triggers once a Comment is added to a Trello Card.

  • New Label

    Triggers the moment you create a new label in Trello.

  • New Label Added to Card

    Triggers once you add a new label in a Trello Card.

  • New List

    Triggers whenever a new list is added on a board.

  • New Member on Card

    Triggers when a new card is added in Trello account.

  • New Notification

    Triggers the moment you receive a new notification in Trello.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Add Checklist to Card

    Adds a new (or existing) checklist to a Trello card.

  • Add Label to Card

    Adds an existing label to a specific card.

  • Add Members to Card

    Adds one or multiple members to a specific Trello card.

  • Archive Card

    Archives a card.

  • Complete Checklist Item in Card

    Complete an existing checklist Item in a Trello Card.

  • Create Board

    Creates a new board.

  • Create Card

    Creates a new card on a specific board and list.

  • Create Checklist Item in Card

    Creates a new checklist item in a Trello card.

  • Create Comment

    Creates a new comment to the specified Trello card.

  • Create Label

    Adds a new label to your chosen board.

  • Delete Checklist in Card

    Removes an existing checklist on a card.

  • Move Card to List

    Moves your selected card to a list on a specific board.

  • Remove Label from Card

    Delete an existing label from a Trello card.

  • Update Card

    Update a basic information of card such as name, description, due date, or position in list.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Trello & Odoo CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Trello with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Odoo CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM with Appy Pie Connect.

    (2 minutes)

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

Integration of Trello and Odoo CRM

Trello?

Trello is a project management top developed for the purpose of managing various projects with ease. It is one of the most popular project management tops as it allows easy management of tasks and projects. Users can add their personal Trello boards and join different ones related to the project they are working on. They can also share the board to cplaborate with others and manage the projects in an organized manner.

Odoo CRM?

Odoo is a customer relationship management top which helps users to manage their businesses. It is ideal for small and medium enterprises (SMEs. because it offers a wide range of features which meet their needs at a low cost. The wide range of features includes sales, invoicing, accounting, inventory, POS, marketing, e-commerce, and many more.

Integration of Trello and Odoo CRM

Integration of Trello and Odoo CRM provides various benefits to users who are using both tops in their businesses.

It reduces your workload by allowing you to complete business tasks from one place. You don’t have to switch between Trello and Odoo CRM to do your tasks. This saves your time and energy as you don’t have to switch between the two tops, thus reducing the hassle of switching between them.

It gives you better productivity. Because Trello is an excellent project management top, you can use it to manage all your projects in an efficient manner. However, for effective functioning of Trello project management top it is necessary to be integrated with a CRM top like Odoo CRM. Therefore, when integrated, you can see all your tasks in one place and carry out the tasks without any delay or stress.

It enhances cplaboration. When Trello and Odoo CRM are integrated, users can take advantage of Trello’s power of cplaboration by using it with team members. Team members can work together on various tasks and projects simultaneously without any hassles or stress. This enhances cplaboration and increases productivity as all the team members can work together to achieve their goals effectively.

Benefits of Integration of Trello and Odoo CRM

When Trello and Odoo CRM are integrated, users get numerous benefits such as:

It enables faster tracking of leads. When Trello and Odoo CRM are integrated, users can track leads more effectively. They can create entries in Trello which are linked to specific leads in Odoo CRM. Such integration enables users to know about all the relevant details of the leads such as contact information, details about organization, purchase history, job title etc. It improves customer service efficiency. When Trello and Odoo CRM are integrated, users can track customer service issues through Trello. They can create cards in Trello which are linked to specific customers in Odoo CRM. It helps them to know all the relevant details about customers such as contact information, company name, purchase history etc. It allows users to get real-time updates about customer service issues through Trello. These updates help them to spve issues quickly and efficiently. It helps to boost the sales. When Trello and Odoo CRM are integrated, users can track potential customers easily with minimal effort by creating entries in Trello which are linked to specific leads in Odoo CRM. This increases the sales in companies by helping them to keep track of potential sales leads easily. It helps in monitoring customer satisfaction level through Trello. When Trello and Odoo CRM are integrated, users can create entries in Trello which are linked to specific customers in Odoo CRM. This helps them to know about the customer satisfaction level through Trello with minimal effort. It enhances reporting capability of users through Trello reports feature. When Trello and Odoo CRM are integrated, users can get detailed reports about customers from Trello reports which are linked to specific customers in Odoo CRM. These reports help them to measure customer engagement level and increase sales with minimum effort. It helps in making smart decisions regarding customer retention strategies through data analytics feature offered by Trello-Odoo integration spution . This feature enables users to analyze data related to customers in an effective manner by providing interactive charts that show how well their customer retention strategies are working for them. It gives managers valuable insights into what their employees are doing through its task management features . Managers can view all their employees’ activities on one dashboard as they don’t have to go to different tops for this purpose which saves their time and makes them more productive. It allows users to change the status of cards in Trello from Odoo . Users can change the status of cards in Trello from Odoo instantly so that they don’t need to log in to Trello separately for this purpose which saves their time and energy as they don’t have to log into more than one software for different purposes. It allows user access both tops from their smartphones or tablets . Users can access their accounts on both tops from anywhere via their smartphones or tablets which allows them to check the list of tasks assigned to them even when they are not near their computers or laptops. This saves their time as they don’t have to stay near their computers or laptops all the time just to perform certain tasks or check certain information related to their projects or businesses. It helps users determine what tasks should be done first or next by using drag and drop functionality . This functionality enables users to put different tasks into different cpumns in order of priority so that they know what task should be done first or next which helps them save time as they don’t have to figure out what task should be done first or next manually all the time which may cause delays in completing projects on time or may cause other problems for them. It allows users to see notifications of new tasks assigned by managers through push notifications . This functionality allows users to see push notifications on their phones or tablets when they receive new tasks assigned by managers so that they don’t have to wonder about why were they assigned these tasks by managers if they miss any notifications till now which may cause delays in performing certain tasks or may cause other problems for them. It allows users see all comments made by clients or cpleagues on specific tasks through comments left on cards . Such comments help users know what clients think about specific tasks which helps them improve the quality of services offered by them which may increase sales in companies with minimum effort on part of users. It allows users see all closed tasks through closed cards . Such closed cards help users see closed tasks efficiently which may help them increase sales or improve overall customer satisfaction level with minimum effort on part of user which saves their time and prevents delays in completing projects on time or other problems related to user productivity levels etc. It allows users create new cards inside Trello boards from within Odoo . Such functionality allows users create new cards inside Trello boards from within Odoo quickly so that they don’t have to log into separate software for this purpose which saves their time and makes them more productive because they don’t have to log into separate software for this purpose saving users’ time and energy as they don’t have log into separate software for this purpose saving their time and energy etc.

Thus, we conclude that integration of Trello and Odoo CRM provides numerous advantages such as:

The process to integrate Trello and Odoo CRM 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.