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Microsoft Excel + Odoo CRM

Manage new leads in Odoo CRM by adding rows in Microsoft Excel

Ensure smooth data transfer from your Odoo CRM to Microsoft Excel with this efficient workflow. Whenever a new lead emerges in your Odoo CRM, this automation enters the details directly into an Excel spreadsheet. No more manual data entry, freeing up your time for building and nurturing client relationships.

Ensure smooth data transfer from your Odoo CRM to Microsoft Excel with this efficient workflow. Whenever a new lead emerges in your Odoo CRM, this automation enters the details directly into an Excel spreadsheet. No more manual data entry, freeing up your time for building and nurturing client relationships.

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

    Triggers on a new lead.

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

    Adds one or more rows to the end of a worksheet (with line item support).

    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."