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Microsoft Excel + Odoo CRM

Microsoft Excel + Odoo CRM

Microsoft Excel + Odoo CRM integrations

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.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers on a new lead.
    TriggerPolling
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
    ActionWrite
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More things you can do with Odoo CRM and Microsoft Excel

Discover other triggers and actions you can use with Odoo CRM and Microsoft Excel

  • Odoo CRM triggers, actions, and search
    New Lead

    Triggers on a new lead.

    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
  • Odoo CRM triggers, actions, and search
    Create Lead

    Creates a lead.

    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    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.
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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."
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