Integrate Microsoft Outlook with Odoo ERP Self Hosted
Appy Pie Connect allows you to automate multiple workflows between Microsoft Outlook and Odoo ERP Self Hosted
- No code
- No Credit Card
- Lightning Fast Setup
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.
About Odoo ERP Self Hosted
Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
Odoo ERP Self Hosted IntegrationsBest ways to Integrate Microsoft Outlook + Odoo ERP Self Hosted
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Microsoft Outlook + Odoo ERP Self Hosted
Create Note to Odoo ERP Self Hosted from New Contact in Microsoft Outlook Read More...When this happens...
New Contact
Then do this...
Create Note
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Microsoft Outlook + Odoo ERP Self Hosted
Create Project Task to Odoo ERP Self Hosted from New Contact in Microsoft Outlook Read More...When this happens...
New Contact
Then do this...
Create Project Task
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Microsoft Outlook + Odoo ERP Self Hosted
Create Blog Post to Odoo ERP Self Hosted from New Contact in Microsoft Outlook Read More...When this happens...
New Contact
Then do this...
Create Blog Post
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Microsoft Outlook + Odoo ERP Self Hosted
Create Note to Odoo ERP Self Hosted from New Email in Microsoft Outlook Read More...When this happens...
New Email
Then do this...
Create Note
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Microsoft Outlook + Odoo ERP Self Hosted
Create Project Task to Odoo ERP Self Hosted from New Email in Microsoft Outlook Read More...When this happens...
New Email
Then do this...
Create Project Task
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Microsoft Outlook + Odoo ERP Self Hosted without coding knowledge. Start creating your own business flow.
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Calendar Event Start
Triggers at a specified time before an event in your calendar starts.
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New Calendar Event
Triggers when an event is added to you selected calendar.
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New Contact
Triggers every time a new contact is added.
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New Email
Triggers whenever a new email is received.
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Updated Calendar Event
Triggers every time an event is updated.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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New Expense
Triggers when you add a new expense. You will need to have the Expense module installed.
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New Invoice
Triggers when you add a new invoice. You will need to have the Invoice module installed.
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New Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New Ticket
Triggers when you add a new ticket.You need to install the helpdesk module.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Create Contact
Create a new contact to your Office 365 account.
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Create Event
Create an event directly on your designated calendar.
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Delete Event
Deletes events.
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Send Email
Send an email from your Outlook account.
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Create Blog Post
Create a blog post
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
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Update Ticket
Update a existing Ticket
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How Microsoft Outlook & Odoo ERP Self Hosted Integrations Work
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Step 1: Choose Microsoft Outlook as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Odoo ERP Self Hosted as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Outlook to Odoo ERP Self Hosted.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Microsoft Outlook and Odoo ERP Self Hosted
Microsoft Outlook
Microsoft Outlook is a personal information manager developed by Microsoft. It is a combination of an email client, task manager, calendar, contact manager and note taking application. The first version of Outlook was released in August 1996 as Exchange Client. Later it was included in the standard Microsoft Office suite under the name Outlook Express. Microsoft Outlook was later renamed to Outlook starting from the 2002 edition of Microsoft Office.
Microsoft Outlook has three main editions. Professional, Business and Home & Student. In addition to these three editions, there are several specialized editions such as the Enterprise edition, the Small Business edition, the Education edition and the Enterprise Messaging (EMS.
Odoo ERP Self Hosted
Odoo ERP Self Hosted is an open source ERP (Enterprise Resource Planning. software which is used for managing business activities. It is also known as Odoo Enterprise. It can be used by individuals, small and large organizations. It supports multi-company environment with its multi-tenant architecture. Odoo also provides integrated mobile apps for Android and iOS platforms.
Integration of Microsoft Outlook and Odoo ERP Self Hosted
Integration of Microsoft Outlook and Odoo ERP Self Hosted can be done using Zapier. Zapier is a cloud-based integration service which provides flexible connections between different applications and services. You can create workflows to connect different applications or services without changing anything. To integrate your data from Odoo ERP Self Hosted and Microsoft Outlook, you need to create an account on Zapier and then create a Zap. After creating a Zap, configuration will be done in Microsoft Outlook and Odoo ERP Self Hosted respectively. You will have to fplow the steps below:
- Create a free account on Zapier
- Connect your Odoo ERP Self Hosted account with your Zapier account
- Click on ‘New Zap’ in the top right corner of your screen to start creating a new workflow.
- Give a name to your Zap and select ‘Zapier’ as your Trigger app.
- Next you will have to choose input type and select ‘Odoo’ in Input 1 section. Select ‘Create Activity’ as action in Output 1 section. Select ‘Activities’ as output type in Output 1 section. Now you will have to choose an existing activity or create a new one for your specific need. You have to choose ‘Activity A’ for this integration. For example, you can use this integration for automatically adding meeting notes to calendars or for automating your CRM system or for sending updates about your tasks to your cpleagues via email or SMS.
- You can now repeat step 4-5 for all the other third party applications that you want to integrate with your Odoo ERP Self Hosted account.
- In the next step click on ‘Save + Finish’ button at the bottom of the page. This will save your Zap, which will now start running automatically based on the set schedule. You can also run Zap manually whenever you want to do so by clicking on ‘Run’ button within the same page. You can also add +1 more action after saving your Zap by inserting another row in Step 5 by clicking on ‘+ Add Step’ button below the last row and then selecting the application that you want to integrate with your Odoo ERP Self Hosted account from ‘Add An App’ drop-down menu.
The process to integrate Microsoft Outlook and Odoo ERP Self Hosted 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.
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