?>

Microsoft Excel + Odoo CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and Odoo CRM

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
Odoo CRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Airtable Airtable
  • Podio Podio
  • Odoo ERP Self Hosted Odoo ERP Self Hosted

Best Microsoft Excel and Odoo CRM Integrations

  • Microsoft Excel Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Microsoft Excel New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • Microsoft Excel Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Microsoft Excel New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • Microsoft Excel Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    Microsoft Excel New Row
     
    Then do this...
    Asana Create Task
    Never cut and paste data again. Appy Pie Connect makes every integration effortless, allowing users to create Asana tasks automatically for every new Excel row that connects with Appy Pie Connect. Once enabled, this Appy Pie Connect integration will monitor any Excel spreadsheet you specify, triggering a task in Asana with each new row you add, keeping you focused on getting things done.
    How This Excel-Asana Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds a task on Asana
    Apps Involved
    • Excel
    • Asana
  • Microsoft Excel Microsoft Excel

    Gravity Forms + Microsoft Excel

    Create rows on Excel on new Gravity Forms submissions Read More...
    When this happens...
    Microsoft Excel Form Submission
     
    Then do this...
    Microsoft Excel Add Row
    The more quickly your form submissions arrive, the more difficult it might be to keep track of and save them all. You can, however, set up this Connect Flow to catch everything for you. When a new form submission is received in Gravity Forms, it will automatically add that information to a row in a chosen Excel spreadsheet, keeping your sheet up to date for all of your subsequent procedures.
    How This Gravity Forms and Excel Integration Works
    • Gravity Forms has received a new form submission
    • Appy Pie Connect inserts a row to an Excel spreadsheet automatically.
    What You Need
    • Gravity Forms
    • Excel
  • Microsoft Excel Microsoft Excel

    Mautic + Microsoft Excel

    Update an Excel spreadsheet with new Mautic form submissions Read More...
    When this happens...
    Microsoft Excel New Form Entry
     
    Then do this...
    Microsoft Excel Add Row
    Keep all of your Mautic form submissions in one location! Set up this Appy Pie Connect integration to automatically create new rows in an Excel spreadsheet whenever users fill out a form on your Mautic site. This way, you have all of your form submissions recorded in one location which is great for reporting, analytics, and more.
    How This Integration Works
    • A new form is submitted on Mautic
    • Appy Pie Connect creates a new row in your Excel spreadsheet
    Apps Involved
    • Mautic
    • Excel
  • Microsoft Excel Microsoft Excel

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Excel {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Excel + Odoo CRM in easier way

It's easy to connect Microsoft Excel + Odoo CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Add Row to Table

    Adds a new row to the end of a specific table.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Microsoft Excel & Odoo CRM Integrations Work

  1. Step 1: Choose Microsoft Excel as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Excel with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Odoo CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Excel and Odoo CRM

Microsoft Excel and Odoo CRM are two different softwares. Microsoft Excel is a popular spreadsheet application that lets you create spreadsheets and analyze data with formulas, charts, and pivot tables. On the other hand, Odoo CRM is another important top for managing business data such as contacts, leads, opportunities, projects, resources and time tracking.

Integration of Microsoft Excel and Odoo CRM enables users to manage business data in an easier and more effective manner. As a result, businesses can increase productivity and reduce workload.

Integration of Microsoft Excel and Odoo CRM

Microsoft Excel and Odoo CRM can be integrated to improve efficiency in managing business data. This integration is achieved by using Microsoft Add-in for Odoo. With this add-in users can synchronize their data from Odoo into Microsoft Excel and vice versa. Users can also use the add-in to access their Odoo data from any location including on their mobile devices while offline.

The add-in is very easy to use because it utilizes the same familiar Excel interface users are already used to. This means users can easily navigate through their Odoo data without having to learn a new system. The add-in automatically detects changes in data on either side of the integration and makes it available to the other side.

Benefits of Integration of Microsoft Excel and Odoo CRM

There are several benefits of using Microsoft Excel and Odoo CRM together. These include:

  • No need for extra training:
  • For business users who have been using Microsoft Excel for a long time, there is no need for them to learn a new system when integrating Microsoft Excel and Odoo CRM. Users only need to learn new features provided by the add-in to get the most out of their integration.

  • Accessibility:
  • Using Microsoft Excel and Odoo CRM together provides the benefit of being able to access your data from anywhere at any time. This allows you to update your data from any location using your laptop, tablet or smartphone even when you are offline. In addition, you can run reports from your mobile device just as if you were on your computer. This makes it much easier to manage your data than before because you do not need to be at your desk necessarily to maintain your business data. Also, it allows you to be more efficient when running reports compared to running reports on multiple devices independently.

  • Better user experience:
  • With integration of Microsoft Excel and Odoo CRM, users will have better experience because they do not need to leave their spreadsheets to log into Odoo or vice versa. Additionally, users will not have to toggle between two applications if they need to access information from both softwares simultaneously. For example, if you need to check contact details in your spreadsheet then you can simply copy that information into Odoo without wasting time switching between devices.

    The process to integrate Microsoft Excel and Odoo CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.