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

Microsoft Excel + Odoo CRM

Create new Odoo CRM leads from updated rows in Microsoft Excel

Streamline your workflow between Microsoft Excel and Odoo CRM with this automation. Whenever an updated row is detected in Excel, a new lead will be instantly created in Odoo CRM. This efficient solution not only saves time but also ensures your customer data is quickly turned into valuable leads.

Streamline your workflow between Microsoft Excel and Odoo CRM with this automation. Whenever an updated row is detected in Excel, a new lead will be instantly created in Odoo CRM. This efficient solution not only saves time but also ensures your customer data is quickly turned into valuable leads.

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

    Triggers when a row is added or updated in a worksheet.

    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
excel logo
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.
Learn more

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odoo logo
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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Triggers & Actions