Microsoft Excel + Odoo CRM
Manage new leads in Odoo CRM by adding rows in Microsoft Excel
Ensure smooth data transfer from your Odoo CRM to Microsoft Excel with this efficient workflow. Whenever a new lead emerges in your Odoo CRM, this automation enters the details directly into an Excel spreadsheet. No more manual data entry, freeing up your time for building and nurturing client relationships.
Ensure smooth data transfer from your Odoo CRM to Microsoft Excel with this efficient workflow. Whenever a new lead emerges in your Odoo CRM, this automation enters the details directly into an Excel spreadsheet. No more manual data entry, freeing up your time for building and nurturing client relationships.
- When this happens...New Lead
Triggers on a new lead.
- automatically do this!Add Row(s)
Adds one or more rows to the end of a worksheet (with line item support).
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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.
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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."
