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Odoo CRM + Microsoft Excel Integrations

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

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.

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.

Microsoft Excel Integrations
Microsoft Excel Alternatives

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

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best Odoo CRM and Microsoft Excel Integrations

  • Odoo CRM Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Asana

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

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Row to Table

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

How Odoo CRM & Microsoft Excel Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Excel as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel with Appy Pie Connect.

    (2 minutes)

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