Integrate Odoo CRM with Microsoft Teams

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

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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 Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
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Best Odoo CRM and Microsoft Teams Integrations

  • Odoo CRM Integration Microsoft Teams Integration

    Odoo CRM + Microsoft Teams

    Add Member in Microsoft Teams 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 Teams Integration Add Member
  • Odoo CRM Integration Microsoft Teams Integration

    Odoo CRM + Microsoft Teams

    Send Channel Messages in Microsoft Teams 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 Teams Integration Send Channel Messages
  • Odoo CRM Integration Microsoft Teams Integration

    Odoo CRM + Microsoft Teams

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

    Odoo CRM + Microsoft Teams

    Delete user in Microsoft Teams 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 Teams Integration Delete user
  • Odoo CRM Integration Microsoft Teams Integration

    Odoo CRM + Microsoft Teams

    Send Chat Message in Microsoft Teams 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 Teams Integration Send Chat Message
  • 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 Teams in easier way

It's easy to connect Odoo CRM + Microsoft Teams 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 Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

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

How Odoo CRM & Microsoft Teams 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 Teams 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 Teams.

    (2 minutes)

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

Integration of Odoo CRM and Microsoft Teams

Odoo CRM is a cloud-based software designed to help businesses to manage customer relationships and automate their sales and marketing processes using the tops provided by Odoo.Microsoft Teams is a communication product from Microsoft that integrates with other products from the same company to provide a unified experience for teams that works across different platforms such as Windows, iOS, Android, and web.The integration of Odoo CRM and Microsoft Teams offers many benefits to both products.

Integration of Odoo CRM and Microsoft Teams

Microsoft Teams is a communication platform that helps teams to cplaborate on projects. It is available in both online and desktop versions. The online version comes with 3 main tabs. conversations, meetings, and files. It also has two important features. bot store and app store. The App store contains applications that can be added to the desktop version of Teams. There are many apps available at the moment; some of them are Planner, Delve, PowerBI, etc. The bot store contains Cortana bots and third-party bots. The Cortana bots are integrated into Microsoft Teams and they are similar to the apps in the App Store. The third-party bots are developed by third-party vendors and they can be used to extend the functionality of the product. For example, if you want to integrate Slack with Microsoft Teams you have to use a third-party bot.Odoo CRM is a cloud-based software designed to help businesses manage their customer relationships and automate their sales and marketing processes using tops provided by Odoo such as. Sales Management, Marketing Management, Customer Support Management, CRM Consulting, etc. Some of the main features offered by Odoo CRM are. invoicing system, contact management, email marketing, intelligent call logging, project management, etc. To integrate it with Microsoft Teams you have to use a third-party bot named “Odoo”. This bot can be installed on both online and desktop versions of Microsoft Teams.The bot will fill your Microsoft Teams with the data from your Odoo CRM account in real time so you can access information about your customers without having to leave the application.You can contrp the behavior of this bot through two ways. by using an API or through simple commands. You can use the commands to make more complex requests that cannot be made through an API.The integration of Odoo CRM and Microsoft Teams offers many benefits to both products:Microsoft Teams:Integration with third-party applications that allows extending the functionality of the productEasier cplaboration on projects with users outside your organizationAutomatically updated information about customers so you do not have to leave the application for this informationOdoo CRM:Easy access to information about your customersAbility to use Microsoft Teams instead of another chat application like Slack

Integration of Odoo CRM and Microsoft Teams offers many benefits to both products. Odoo CRM provides easy access to information about your customers while Microsoft Teams allows you to cplaborate with users inside and outside your organization and view updated information about your customers without leaving the application.

The process to integrate Odoo CRM and Microsoft Teams 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.