Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.
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
Microsoft Outlook + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Contact in Microsoft Outlook Read More...
Microsoft Outlook + Odoo CRMCreate Customer to Odoo CRM from New Contact in Microsoft Outlook Read More...
Microsoft Outlook + Odoo CRMUpdate Customer in Odoo CRM when New Contact is created in Microsoft Outlook Read More...
Microsoft Outlook + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Email in Microsoft Outlook Read More...
Microsoft Outlook + Odoo CRMCreate Customer to Odoo CRM from New Email in Microsoft Outlook Read More...
It's easy to connect Microsoft Outlook + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Send an email from your Outlook account.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
The year is 2015, some people are busy with their jobs while some are constantly looking for job changes. According to the statistics of ManpowerGroup, around 60 percent of the working population are expecting change in their jobs. A new job not only means a new set of challenges but also a fresh start including new environment, new people, and new culture. Therefore, it is important to integrate Microsoft Outlook with Odoo CRM.
Microsoft Outlook is an email client which is popularly used by more than 400 million users worldwide. It is not only used as an email client but also as an organizer for scheduling tasks, contacts, and appointments. This software can be used on any desktop or laptop running Windows operating system. Outlook is available in free version which has limited features and functionalities while premium version of this software is called Exchange.
The Odoo CRM is a popular open source customer relationship management software that helps companies to manage its sales, marketing, customer support, and finance processes. It supports several third party applications including PayPal, Salesforce.com, Google Adwords, Google Analytics, Facebook page, Twitter, Zendesk, LinkedIn, Drupal, Joomla, Magento, WordPress, SugarCRM, Redmine, Yii2, Prestashop. The Odoo CRM also supports integration with Microsoft Outlook application in order to facilitate automation of business processes in an organization.
Integration of Microsoft Outlook with Odoo CRM facilitates automation of business processes in an organization. Let’s discuss how Microsoft Outlook integration benefits Odoo CRM in terms of business process automation in an organization. We will discuss three different business processes; Sales Order Creation Process, Invoicing Process, and Contact Management Process.
Sales Order Creation Process:
Sales Order Creation Process in Odoo CRM invpves creating orders in bulk. The procedure invpves adding orders in bulk to Odoo CRM then generate invoices in bulk. With the help of Microsoft Outlook integration with Odoo CRM, the orders can be added to Odoo CRM in bulk without manual inputting the data into the order creation application. While creating orders in bulk, all the data including customer details or product names can be imported from Microsoft Outlook contacts. It is possible to import data from Microsoft Outlook by using XML files or CSV file format. Moreover, when invoices are created automatically in Odoo CRM for each order, they are attached to the respective orders automatically. This feature saves both time and effort of manpower invpved in creating orders and invoices manually.
Invoicing Process invpves creating invoices for customers who have made orders against products and services offered by the company. In this case, Microsoft Outlook integration with Odoo allows the creation of invoices automatically based on orders created by customers. To create invoices automatically based on orders created by customers, it is important to link the orders created by customers and invoices created automatically by Odoo CRM. This linkage can be done by using the unique order number associated with each order created by customers as invoice number for each invoice created automatically by the Odoo CRM software. After creating invoices automatically based on orders created by customers through Odoo CRM software, these invoices can be sent to the customers as PDF attachments via email. The above procedure helps to save time and effort of manpower invpved in creating invoices manually and sending them to customers as PDF attachments through emails.
Contact Management Process:
Contact Management Process invpves keeping track of all the existing and potential customers and creating and storing their details in a database. For better management and storage of customer details like first name, last name, address etc., it is necessary to create a separate contact for each customer maintained by the company. In Odoo CRM contact details of each contact are stored in a separate table that contains fields like name, address etc., Contact management process also invpves adding new contacts into the database every day. In this case, Microsoft Outlook integration helps to add new contacts into Odoo CRM automatically without manual inputting of details into the contact creation application within Odoo CRM software itself. By using the Microsoft Outlook integration option with Odoo CRM software a user can send or create a list containing emails of contacts from his/her Gmail account or other email accounts hosted by Google Apps Suite easily into Odoo CRM software as csv file format. Once contacts are stored inside Odoo CRM software as csv files then it is possible to create contacts automatically as per requirement without manual inputting into contact creation application within Odoo CRM itself. In this way it is possible to save time and effort of manpower invpved in manually entering data about contacts into Odoo CRM software itself. Also it is important to note that data stored inside csv files is compatible with most databases including MS-Access and MS-Excel etc., So it is easier to import data from these applications into Odoo CRM than any other applications.
Overall it can be said that integration of Microsoft Outlook with Odoo CRM will facilitate automation of business processes in an organization because it requires less time and effort of manpower invpved in creating orders, invoices and contacts manually inside Odoo CRM software itself than any other applications like MS-Access or MS-Excel etc.,
The process to integrate Microsoft Outlook 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.