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Microsoft Excel + Odoo CRM

Add Rows in Microsoft Excel for New Leads in Odoo CRM

Easily manage new leads in Odoo CRM by adding them to a Microsoft Excel spreadsheet with this workflow. Whenever a new lead is created in Odoo CRM, a corresponding row will be added in your Microsoft Excel sheet, streamlining your sales process and ensuring all relevant details are accessible in one spot. Boost your CRM organization and stay on top of essential lead information.

Easily manage new leads in Odoo CRM by adding them to a Microsoft Excel spreadsheet with this workflow. Whenever a new lead is created in Odoo CRM, a corresponding row will be added in your Microsoft Excel sheet, streamlining your sales process and ensuring all relevant details are accessible in one spot. Boost your CRM organization and stay on top of essential lead information.

  1. When this happens...
    Odoo CRMOdoo CRM
    New Lead

    Triggers on a new lead.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    ActionWrite
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Supported triggers and actions

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
  • Odoo CRM triggers, actions, and search

    Create Lead

    Creates a lead.

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Polling
    Try It
    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Related categories

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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."