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Microsoft Excel + Odoo CRM

Add new Odoo CRM leads to Microsoft Excel as rows effortlessly with this workflow

Stay on top of your lead management with this smart workflow. Whenever you receive a new lead in Odoo CRM, a row will be instantly added to your designated Microsoft Excel table, keeping your information organized and accessible. Streamline your process, reduce manual data entry, and ensure you never miss any important lead information with this efficient automation.

Stay on top of your lead management with this smart workflow. Whenever you receive a new lead in Odoo CRM, a row will be instantly added to your designated Microsoft Excel table, keeping your information organized and accessible. Streamline your process, reduce manual data entry, and ensure you never miss any important lead information with this efficient automation.

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

    Triggers on a new lead.

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

    Adds a new row to the end of a specific table.

    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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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.

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."
Triggers & Actions