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  • Microsoft Excel logoMicrosoft Excel logo
  • Odoo CRM logoOdoo CRM logo

Microsoft Excel + Odoo CRM

Create leads in Odoo CRM from new rows in Microsoft Excel

Turn your Microsoft Excel entries into potential business opportunities with this automation. Once a new row appears in your spreadsheet, it creates a corresponding lead in your Odoo CRM. Streamline your lead management process and enhance your customer relationship management with this seamless workflow. Don't miss out on a potential client ever again.

Turn your Microsoft Excel entries into potential business opportunities with this automation. Once a new row appears in your spreadsheet, it creates a corresponding lead in your Odoo CRM. Streamline your lead management process and enhance your customer relationship management with this seamless workflow. Don't miss out on a potential client ever again.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerPolling
  2. automatically do this!
    Odoo CRMOdoo CRM
    Create Lead

    Triggers on a new lead.

    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

    • Plan Restrictions

    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
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excel logo

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.
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odoo logo

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."

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