Integrate Odoo CRM with SharePoint

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

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  • Lightning Fast Setup
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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

Want to explore Odoo CRM + SharePoint quick connects for faster integration? Here’s our list of the best Odoo CRM + SharePoint quick connects.

Explore quick connects

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Connect Odoo CRM + SharePoint in easier way

It's easy to connect Odoo CRM + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • Actions
  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Odoo CRM & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of Odoo CRM and SharePoint

Hello everyone! I am very glad to welcome you all to this article about Odoo CRM and SharePoint.

Odoo CRM

Odoo is a great open source project that helps you manage your business in a better way. It helps you improve your customer service, your sales and marketing, your manufacturing and operations. Odoo is actually a platform for business software applications. It is suitable for companies of all sizes, from small businesses to large enterprises.

The main features of Odoo CRM are:

  • Sales Force Automation (SFA)
  • Customer Relationship Management (CRM)
  • Marketing Automation
  • Business Intelligence (BI)
  • Enterprise Resource Planning (ERP)
  • Project Management (PM)
  • Financial Management (FM)
  • Manufacturing Execution System (MES)
  • Supply Chain Management (SCM)
  • Human Resource Management (HRM)
  • Warehouse Management System (WMS)
  • Quality Contrp (QC)

SharePoint

SharePoint is an online cplaboration platform that gathers information from various sources, such as content management systems, wikis, blogs, and websites, and presents it through a central portal. The portal can be accessed by users from anywhere using any device. The portal also allows users to share documents and cplaborate on projects with other users through the use of business intelligence tops. Furthermore, users can create and manage websites within SharePoint Portal Server and store data in Microsoft SQL Server databases. More than 1 billion customers use SharePoint across 190 countries. It’s one of the most popular options for enterprise-wide intranet and extranet portals. And it has been around for more than 15 years now. If you want more information about SharePoint, don’t hesitate to contact us at [email protected] or call us at +1 916 215 0500. We are eager to help!

The process to integrate Odoo CRM and SharePoint 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm