Connect Odoo CRM and Microsoft Office 365 to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Odoo CRM with Microsoft Office 365 - 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 "New Lead" from Odoo CRM.
Add your action
An action happens after the trigger—such as "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Odoo CRM and Microsoft Office 365, 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.
- New Lead
Triggers on a new lead.
Try ItTriggerPolling - Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling
- Create Lead
Creates a lead.
ActionWrite - Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
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
Connect Odoo CRM and Microsoft Office 365 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Odoo CRM on the Zapier blog
Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Odoo CRM + Microsoft Office 365 integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Odoo CRM and Microsoft Office 365
What are the prerequisites for integrating Odoo CRM with Microsoft Office 365?
Before integrating Odoo CRM with Microsoft Office 365, ensure that you have administrative access to both platforms. Additionally, verify that you have valid API credentials and permissions for data sharing between the systems.
How can I automate task creation in Odoo CRM from Office 365 calendar events?
You can set up a workflow where a new task is automatically created in Odoo CRM whenever an event is scheduled in your Office 365 calendar. This involves configuring a trigger on new or modified calendar events and an action to create tasks in Odoo.
Can I sync my contacts between Odoo CRM and Microsoft Outlook?
Yes, contact synchronization is possible. You need to set up triggers for any modifications or additions to contacts in both platforms and corresponding actions to update the contacts on the other end, ensuring they are always in sync.
How do I integrate email threads from Microsoft Outlook into Odoo CRM records?
Integration of email threads into specific CRM records requires setting up triggers for incoming emails and actions that attach these emails to customer records within Odoo. This helps maintain a complete communication history.
Is it possible to have meeting notes from Office 365 transferred to Odoo CRM automatically?
Yes, you can automate this by creating a trigger on meeting end times or summaries in Office 365, which then prompts an action that logs these meeting notes into the respective opportunity or customer record in Odoo CRM.
What should I do if data stops syncing between the platforms?
If syncing issues occur, first check your API connections and credentials. Verify if there have been any recent changes in authentication or permissions. Also, look out for any system maintenance notifications that might affect connectivity.
Are there limitations on data types when syncing between Odoo CRM and Office 365?
While most data types like contacts, emails, tasks, and calendar events can be integrated seamlessly, certain custom fields or non-standard data types might require additional configuration or may not be supported directly.
