Connect Microsoft Excel and Odoo CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

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

Add your action

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

You’re connected!

Zapier seamlessly connects Microsoft Excel 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.

- 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
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Caution_copy
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row
  Required
- Confirm Deletion
  Required
Action
Write

- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write
New Lead
Triggers on a new lead.
Trigger
Polling
Try It
- Name
- Email address
Action
Search

- 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
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write
Create Lead
Creates a lead.
Action
Write
- Search By
  Required
Action
Search

For AI agents & developers

Use Microsoft Excel and Odoo CRM with AI agents and code

Beyond Zap workflows. Call Microsoft Excel and Odoo CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Excel and Odoo CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Row
Create Lead

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Excel and Odoo CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* excel / odoo action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Microsoft Excel and Odoo CRM

Sync Odoo leads to Excel for performance tracking.

Get better insights into your business by capturing new Odoo leads in an Excel spreadsheet with Zapier. Automatically log every new Odoo lead in a structured spreadsheet format for easy analysis, enabling faster decisions and productivity tracking.

Business Owner

Try it

Log new Excel rows as Odoo leads.

Automatically turn spreadsheet data into actionable records. When a new row is added in an Excel sheet, Zapier creates a corresponding lead in Odoo CRM. This eliminates the need for manual copy-pasting and ensures all potential opportunities are tracked in one system.

Try it

Add new Odoo leads to Excel spreadsheets.

Stay on top of potential projects by automatically syncing new leads from Odoo into an Excel spreadsheet. When a new lead is created in Odoo, Zapier will add its details as a row in an Excel sheet, ensuring all team members can access the latest information. This automation keeps data in one place and reduces manual entry errors.

Project Management

Try it

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Odoo CRM on the Zapier blog

Make work flow with AI

Level up your Microsoft Excel to Odoo CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Excel + 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 Excel and Odoo CRM

How can I integrate Excel with Odoo CRM?

You can integrate Microsoft Excel with Odoo CRM using our platform by creating automated workflows that connect both applications. This integration can help you automate activities such as importing contacts, updating records, and generating reports in real time.

What triggers are available when integrating Excel with Odoo CRM?

When integrating Microsoft Excel with Odoo CRM, we allow you to use triggers such as 'New Row', 'Updated Row', and 'New Worksheet' in Excel. These triggers help initiate actions in Odoo CRM like creating or updating a customer record or lead.

What actions can be performed in Odoo CRM once triggered from an Excel event?

Our platform enables actions like adding a new contact, updating existing lead information, and modifying opportunities in Odoo CRM based on changes detected within an Excel sheet.

Do I need any coding skills to set up the integration between Excel and Odoo CRM?

No coding is required to set up the integration between Microsoft Excel and Odoo CRM. Our user-friendly interface allows you to create powerful workflows without any technical skills.

Can I customize the data that is transferred from Excel to Odoo CRM?

Yes, you can customize the data transfer process. We provide options for mapping specific fields and performing data transformations to meet your unique business needs while transferring information from Excel to Odoo CRM.

What happens if there is a data mismatch during the integration process?

In case of a data mismatch during the integration process, our system generates error notifications so you can quickly address any discrepancies. We encourage setting up validation rules within your workflows to minimize such occurrences.

Are there any limitations on the number of rows that can be integrated at once between Excel and Odoo CRM?

While integrating data between Microsoft Excel and Odoo CRM, keep browser performance limits in mind as they could impact large dataset uploads. However, our system efficiently supports reasonable batch processing of thousands of records at once.

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.

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Spreadsheets

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

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."

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Podio

Project Management

Odoo ERP Self Hosted

CRM (Customer Relationship Management)

Airtable

Databases

Connect Microsoft Excel and Odoo CRM to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Microsoft Excel and Odoo CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Microsoft Excel and Odoo CRM

Sync Odoo leads to Excel for performance tracking.

Log new Excel rows as Odoo leads.

Add new Odoo leads to Excel spreadsheets.

Learn how to automate Microsoft Excel on the Zapier blog

How to automatically copy rows between Excel spreadsheets

5 ways to automate Microsoft Excel

How to connect Google Sheets with Excel

Learn how to automate Odoo CRM on the Zapier blog

5 ways to automate Odoo CRM

Make work flow with AI

Frequently Asked Questions about Microsoft Excel + Odoo CRM integrations

Connect Microsoft Excel to Odoo CRM on the world's largest no-code automation platform