Microsoft Excel + Odoo ERP Self Hosted
Microsoft Excel + Odoo ERP Self Hosted
Microsoft Excel + Odoo ERP Self Hosted integrations
Create new leads/opportunities in Odoo ERP Self Hosted from updated rows in Microsoft Excel
Boost your productivity by integrating Microsoft Excel with Odoo ERP Self Hosted. With this workflow, whenever you update a row in an Excel spreadsheet, it triggers the creation of a new lead or opportunity in your Odoo ERP, saving you the time of manual data entry. This seamless connection ensures that your sales pipeline remains updated and helps you stay on top of new opportunities.
- When this happens...Updated RowTriggers when a row is added or updated in a worksheet.
- automatically do this!Create Lead/OpportunityTriggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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More things you can do with Microsoft Excel and Odoo ERP Self Hosted
Discover other triggers and actions you can use with Microsoft Excel and Odoo ERP Self Hosted
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
ActionWrite
- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Try ItTriggerPolling- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
ActionWrite- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- Worksheet IDRequired
- RangeRequired
- Apply To
ActionWrite
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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OneDrive
File Management & Storage, Microsoft
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Documents
About Odoo ERP Self Hosted
Odoo ERP Self Hosted (formerly known as OpenERP) 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 ERP Self Hosted integration works with all of Odoo ERP's products. It works with instances that are self-hosted.
Related categories
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Zoho CRM
CRM (Customer Relationship Management), Zoho
Podio
Project Management
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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- Create new records in Odoo ERP Self Hosted whenever new rows are added to Microsoft Excel
- Add new Odoo ERP Self Hosted project tasks to Microsoft Excel rows
- Create new products in Odoo ERP Self Hosted when new worksheets are added in Microsoft Excel
- Create new records in Odoo ERP Self Hosted when rows are updated in Microsoft Excel