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.
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 Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
- Free forever for core features
- 14 day trial for premium features & apps
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id