Integrate Odoo CRM with Microsoft Outlook

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

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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 Outlook

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.

Microsoft Outlook Integrations
Microsoft Outlook Alternatives

Looking for the Microsoft Outlook Alternatives? Here is the list of top Microsoft Outlook Alternatives

  • Gmail Integration Gmail
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Best Odoo CRM and Microsoft Outlook Integrations

  • Odoo CRM Integration Microsoft Outlook Integration

    Odoo CRM + Microsoft Outlook

    Create Contact to Microsoft Outlook from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Microsoft Outlook Integration Create Contact
  • Odoo CRM Integration Microsoft Outlook Integration

    Odoo CRM + Microsoft Outlook

    Send Email in Microsoft Outlook when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Microsoft Outlook Integration Send Email
  • Odoo CRM Integration Microsoft Outlook Integration

    Odoo CRM + Microsoft Outlook

    Create Event to Microsoft Outlook from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Microsoft Outlook Integration Create Event
  • Odoo CRM Integration Microsoft Outlook Integration

    Odoo CRM + Microsoft Outlook

    Delete Event in Microsoft Outlook when New Lead/Opportunity is created in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Microsoft Outlook Integration Delete Event
  • Odoo CRM Integration Microsoft Outlook Integration

    Odoo CRM + Microsoft Outlook

    Create Contact to Microsoft Outlook from New Customer in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Customer
     
    Then do this...
    Microsoft Outlook Integration Create Contact
  • Odoo CRM Integration {{item.actionAppName}} Integration

    Odoo CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Odoo CRM + Microsoft Outlook in easier way

It's easy to connect Odoo CRM + Microsoft Outlook 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.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Odoo CRM & Microsoft Outlook Integrations Work

  1. Step 1: Choose Odoo CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Outlook as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Odoo CRM to Microsoft Outlook.

    (2 minutes)

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

Integration of Odoo CRM and Microsoft Outlook

When it comes to enterprise-level business management, there exist multiple platforms to choose from. There are different platforms which have their own pros and cons. However, when one is choosing a platform for business management, they must consider the features of each platform. When choosing a platform, it is important to understand the needs of the company.

Odoo CRM has been considered as one of the most widely used platforms for business management. Recently, Odoo CRM has also integrated with Microsoft Outlook. This integration allows users of Odoo CRM to view their contacts, tasks, and calendar events in Microsoft Outlook. It allows them to synchronize their Odoo data with their Microsoft Outlook account. Therefore, this integration can make business management even more effective.

  • Integration of Odoo CRM and Microsoft Outlook
  • With the integration of Odoo CRM and Microsoft Outlook, users can view their contacts, tasks, and calendar events in Microsoft Outlook. Here are some of the ways that users can integrate their Odoo accounts with Microsoft Outlook.

    • Users can use the Outlook Add-in to connect their Odoo account with Microsoft Outlook. This integration will allow users to view their contacts, tasks, and calendar events in Microsoft Outlook. Users can also create new tasks and events directly in Odoo using the Microsoft Outlook Add-in.
    • Users can also create new tasks and events directly in Odoo using Outlook Web Access (OWA. They can then sync these tasks and events between OWA and Odoo. Therefore, users will be able to view these tasks and events on any of their devices that run on OWA.
    • Users can also view their Odoo contacts through the Outlook People Pane. The people pane also allows users to sync their contacts across devices. This synchronization is done through Exchange ActiveSync (EAS. However, not all of the fields in Odoo will be synced via EAS. These fields will be synced via direct communication between Microsoft Exchange Server and Odoo server. This communication is done over HTTPS. Therefore, this communication is secure.
    • Lastly, users can view task lists, contacts, and calendars in a separate browser window using a SharePoint Add-in for Odoo. This add-in can be used with both Office 365 and SharePoint Online. However, it only works for Internet Explorer 11 or higher versions. This add-in can be used in Windows Explorer or Chrome or Firefox browsers.

  • Benefits of Integration of Odoo CRM and Microsoft Outlook
  • The integration of Odoo CRM and Microsoft Outlook can come in very handy when it comes to business management. This integration makes it easier for users to manage their business schedules. It allows them to access their contacts from anywhere at any time. This integration also helps users to quickly update records whenever needed.

    In conclusion, the integration of Odoo CRM and Microsoft Outlook is an excellent way for businesses to manage their schedules more effectively. It streamlines the process of creating tasks and events in a company’s database system, while still allowing employees to access their data from any location at any time. In this way, it saves a lot of time for both the employer and the employee, which ultimately translates into increased efficiency and productivity across the board.

    The process to integrate 403 Forbidden and 403 Forbidden 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.