Microsoft Outlook + Odoo ERP Self Hosted integrations
Create new leads/opportunities in Odoo ERP Self Hosted from new matching emails in Microsoft Outlook
With this workflow, whenever you receive a new email in Microsoft Outlook that matches your chosen search criteria, a new lead or opportunity is instantly created in your Odoo ERP Self Hosted system. This automation maximizes efficiency by ensuring a quick and seamless transfer of potential leads from your emails to your ERP system, allowing your team to focus on nurturing these opportunities rather than manually inputting data. No more missing out on potential leads due to email overflow, this workflow keeps your sales pipeline up-to-date and robust.
- When this happens...New Email Matching SearchTriggers when a new e-mail is received in your inbox that matches a search.
- 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 Outlook and Odoo ERP Self Hosted
Discover other triggers and actions you can use with Microsoft Outlook and Odoo ERP Self Hosted
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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
Related Zap Templates
- Create new leads/opportunities in Odoo ERP Self Hosted for every new email in Microsoft Outlook
- Create records in Odoo ERP Self Hosted from new emails matching search in Microsoft Outlook
- Create Odoo ERP Self Hosted tasks from new flagged Microsoft Outlook emails
- Create new records in Odoo ERP Self Hosted whenever new emails arrive in Microsoft Outlook
- Create records in Odoo ERP Self Hosted for new contacts in Microsoft Outlook








