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Zapier makes it easy to integrate Microsoft Teams with Odoo CRM - no code necessary. See how you can get setup in minutes.

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Microsoft Teams
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Microsoft Teams
1. Choose trigger event
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Odoo CRM
Odoo CRM logo
Odoo CRM
2. Choose action
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1. Select the event
Setup
Test
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Microsoft Teams
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Channel" from Microsoft Teams.

Add your action

An action happens after the trigger—such as "Create Lead" in Odoo CRM.

You’re connected!

Zapier seamlessly connects Microsoft Teams and Odoo CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Team
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    • Exclude messages by you?
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    • Channel
      Required
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    • Member
    • Highlight Word
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    • Team
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    • Channel Name
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    • Favorite for All?
    Action
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Customers have created over 25 million Zaps on the platform

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Connect Microsoft Teams and Odoo CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate Microsoft Teams on the Zapier blog

Learn how to automate Odoo CRM on the Zapier blog

Make work flow with AI

Level up your Microsoft Teams to Odoo CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Teams + Odoo CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and Odoo CRM

How do I connect Microsoft Teams to Odoo CRM?

To connect Microsoft Teams with Odoo CRM, you can use our integration platform that allows seamless data flow between both applications. You'll need to set up the integration by authenticating your accounts in our system, and then configure the triggers and actions that match your workflow requirements.

What are some examples of triggers I can use with this integration?

Some common triggers you can set up include a new message posted in a specific Microsoft Teams channel, or when a record is updated or created in Odoo CRM. These triggers will then prompt the corresponding actions you've set up in either application.

Can I customize the actions based on different triggers?

Yes, you can customize actions based on various triggers. For instance, when a new lead is created in Odoo CRM, you can automatically send a notification to a specific team channel on Microsoft Teams, or vice versa.

Are there pre-built templates for common workflows in this integration?

We offer several pre-built templates for popular workflows. These templates make it quick and easy to start integrating Microsoft Teams with Odoo CRM by providing predefined trigger-action pairs.

Do I need any technical skills to set up this integration?

No technical skills are required. Our platform provides an intuitive interface that guides you through setting up integrations step-by-step. You simply choose your triggers and select the corresponding actions in each app.

How do I handle errors or issues during the integration setup?

If you encounter any errors during setup, our platform offers error handling tips and troubleshooting guides directly within the interface. Additionally, our support team is available to assist if needed.

Is it possible to integrate multiple channels from Microsoft Teams with different functionalities of Odoo CRM?

Yes, you can integrate multiple channels from Microsoft Teams with various functionalities of Odoo CRM. For example, one channel can be used for lead notifications while another handles customer support updates, all through specific triggers and actions tailored to each channel's needs.

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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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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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