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Description

ClickUp Odoo Connector - In search of a method to control order and product price visibility?

ClickUp Odoo Connector Module enables you to integrate your Odoo with the Clickup CRM system. The module makes it simple for you to quickly import or export data from Odoo to Clickup.

The module aids in establishing a connection between your Clickup customer relationship management system and Odoo.

This indicates that you may manage all Clickup data, including company, contact, product, user, deal or lead, etc., from the CRM systems you employ while still having Odoo serve as the central location for managing backend settings.

How a CRM Solution Can Benefit Your Business?

  • Superior customer service
  • Increased effectiveness and productivity
  • Improved revenue forecasting with greater accuracy
  • Increased client loyalty
  • Extensive analytics

The greatest approach to communicating with your consumers is through the Clickup. It is a popular CRM that companies utilize. On the other hand, Odoo is well renowned for its extensive functionality and is a one-stop shop for all your business-related difficulties. Odoo excels at managing everything, whether it's orders, inventory, accounting, or CRM.

Refurbished Dynamic Dashboard

  • A dynamic dashboard was introduced to track the data from all the channels that were connected to your Odoo.
  • Data from any Clickup CRM may be directly imported or exported from the dashboard.
  • To examine the data, create a well-designed Donut Chart and Line Graph.
  • The dashboard also includes data cards and clickable tabs.

 Prerequisites For Using ClickUp Odoo Connector

ClickUp Odoo Connector Module works in conjunction with the following module:

You would need to install this module first for ClickUp Odoo Connector to work properly.

 ClickUp Odoo Connector Features

Connect Multiple Channels to Single Odoo

  • Connect your Odoo with as many Clickup solutions you want.

 Cron to Schedule the Functions

  • Cron runs to evaluate the feeds in the scheduled time.
  • After a scheduled time, cron automatically deletes the synchronization history.

Simplified Import Function

  • Common Import Button for all Connections.
  • All you need to do is select the Clickup Channel id and Object(you want to import).

 Streamlined Export Function to All the Connections

  • Common Export Button for all Connections.
  • Select the Clickup connection id and the records(you want to export).

Centralized Location to Store Data in Simplified Formo

  • Introduced Feeds to Store Data in Text Form.
  • Feeds get automatically deleted once the related record is created in Odoo.

 Donut Chart to Analyze the data of All Connections

  • Dropdown to select the Data Type.
  • Track the data of all connections from the chart.

Clickable Data Cards for the Details of the Connections

  • Connection Data Cards directs you to the dashboard of the Clickup connection.
  • The tabs are clickable and direct you to the respective mappings.

 Line Graph to Analyze the data of All Connections

  • Connection Data Cards directs you to the dashboard of the Clickup connection.
  • The tabs are clickable and direct you to the respective mappings.

Manage the configuration from the backend

  • Connect your Odoo with as many Intercom solutions you want.
  • Cron runs to evaluate the feeds in the scheduled time.
  • After a scheduled time, cron automatically deletes the synchronization history.
  • Common Import Button for all Connections.
  • All you need to do is select the Intercom Channel id and Object(you want to import).
  • Common Export Button for all Connections.
  • Select the Intercom connection id and the records(you want to export).
  • Introduced Feeds to Store Data in Text Form.
  • Feeds get automatically deleted once the related record is created in Odoo.
  • Drop down to select the Data Type.
  • Track the data of all connections from the chart.

 View the margin under quotations at Odoo backend

  • Send a message to a single customer/vendor using the SMS form.
  • Or choose entire groups or multiple people to send the SMS.
  • You can give access to Odoo SMS feature at the user level.
  • Only users with the SMS feature enabled can send messages to people in Odoo.
  • Create and Save SMS templates to use later while sending the SMS.
  • The templates can be set for use at - Global level or Condition-based.
  • Global SMS templates are available for all the Odoo SMS.
  • Condition-based are triggered for sending SMS only when the set condition is met.
  • Choose from different given conditions to set for the SMS template.
  • Set conditions such as; order confirmed, invoice validated, orders placed, etc.
  • Assign conditions to automatically send SMS to customers from Odoo.
  • Odoo automatically picks the set SMS template once the condition is met in Odoo.

ClickUp Odoo Connector

Webkul's dedicated support provides you with the customizations and troubleshooting solutions for ClickUp Odoo Connector.

For any query or issue please CREATE A TICKET HERE

You may also check our other top-quality Odoo Extensions.

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Product Version
0.1.4
Supported Browsers
Firefox 5+Google Chrome 14+Internet Explorer 7Internet Explorer 8Internet Explorer 9Opera 11Safari 5
Tags
Released
1 year ago
Last Updated
3 months ago
Supported Version
Odoo15.x16.x17.x