Skip to content
Log inSign up
Templates
Create lead in Odoo CRM, log details in Excel, and notify team via Outlook

Create lead in Odoo CRM, log details in Excel, and notify team via Outlook

Create leads in Odoo CRM and log details in Microsoft Excel when users submit a Ninja Forms presentation booking. Notify your team via Microsoft Outlook for faster follow-ups and improved lead management.

Create lead in Odoo CRM, log details in Excel, and notify team via Outlook

Workflow preview:

Zap details:

Overview

Create leads in Odoo CRM and log details in Microsoft Excel when users submit a Ninja Forms presentation booking. Notify your team via Microsoft Outlook for faster follow-ups and improved lead management.

Create lead in Odoo CRM, log details in Excel, and notify team via Outlook