Connect Microsoft Outlook and Odoo CRM to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Outlook to Odoo CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Outlook with Odoo CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Create Lead" in Odoo CRM.
You’re connected!
Zapier seamlessly connects Microsoft Outlook 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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Parent FolderRequired
- 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- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
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Practical ways you can use Microsoft Outlook and Odoo CRM
Turn calendar event attendees into leads
When you add new calendar events in Microsoft Outlook with attendees, Zapier can automatically create leads in Odoo CRM. This reduces the manual data entry of transferring attendee details and helps business owners manage their sales pipeline. By streamlining lead capture, you'll reduce errors and ensure timely follow-ups with potential clients.
Business Owner
Track prospective clients from emails
When an engineering-led client inquiry comes through your email in Microsoft Outlook, Zapier can create a corresponding lead in Odoo CRM. This automation ensures timely tracking and allocation of customer inquiries directly from your inbox, freeing engineers from manual CRM updates and allowing a focus on technical solutions.
Engineering
Turn critical emails into CRM leads
When an important email flagged in Microsoft Outlook needs attention in your CRM system, Zapier automatically creates a new lead in Odoo CRM. This reduces the friction of monitoring flagged emails and ensures no critical communication falls through the cracks, helping IT teams manage priorities efficiently.
ITLearn how to automate Microsoft Outlook on the Zapier blog
Learn how to automate Odoo CRM on the Zapier blog
Frequently Asked Questions about Microsoft Outlook + 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 Outlook and Odoo CRM
How can I connect Microsoft Outlook with Odoo CRM?
To connect Microsoft Outlook with Odoo CRM, we use integration tools that allow you to set up workflows. These workflows can trigger actions in Odoo CRM based on certain events in Outlook, such as receiving an email or creating a calendar event.
What types of triggers are available for Outlook and Odoo CRM integration?
Our integration allows triggers such as new emails, updated calendar events, and new contacts in Outlook. These triggers can initiate actions like creating or updating leads and contacts in Odoo CRM.
Can I automatically update a contact in Odoo CRM when I modify it in Outlook?
Yes, with our integration setup, you can automatically update a contact record in Odoo CRM whenever you make changes to the corresponding contact in Outlook. This requires configuring the appropriate trigger-action workflow.
Is it possible to create an event in my Odoo CRM when there is a new calendar entry in Outlook?
Absolutely, you can configure our system to create an event or task in your Odoo CRM whenever a new calendar entry is added to your Outlook schedule. This helps keep your sales activities aligned across platforms.
Does the integration support synchronizing emails from Outlook into Odoo CRM?
Yes, our tools help synchronize emails. When an email is received in Outlook, a copy or relevant data can be sent over to create records or attach logs within the associated context (like leads or opportunities) in Odoo CRM.
Can I set up notifications within Odoo CRM based on emails received in Outlook?
Certainly! By setting up specific triggers for incoming emails through our system, notifications or other specified actions within your Odoo CRM platform can be configured to occur automatically.
What actions can be synced between Microsoft Outlook tasks and Odoo CRM?
Actions such as task creation and status updates from your Microsoft Outlook tasks can trigger corresponding updates within your task management system inside Odoo CRM after setting the right workflows using our tools.
