Integrate OneDrive with Odoo CRM

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

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About OneDrive

Microsoft OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.

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.

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

Explore quick connects

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Connect OneDrive + Odoo CRM in easier way

It's easy to connect OneDrive + Odoo CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • Actions
  • Create Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How OneDrive & Odoo CRM Integrations Work

  1. Step 1: Choose OneDrive 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 Odoo CRM 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 OneDrive to Odoo CRM.

    (2 minutes)

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

Integration of OneDrive and Odoo CRM

OneDrive

OneDrive is a cloud storage service developed by Microsoft. It allows users to store their documents online and access them from anywhere with internet connection. OneDrive is available for Windows, Linux, Android, iOS, Xbox 360, Xbox One, Windows Phone 8.1, Windows 10 Mobile, Windows 10 PCs, Windows 10 tablets, Office 365 Personal, Office 365 University.

Odoo CRM

Odoo CRM is free, open source CRM software developed by the Odoo s.r.l. Company. It supports both on-premises and cloud sputions. The Odoo CRM application can be used to manage customers, sales activities, opportunities, quotes, invoices, purchases and support cases, among other things. Odoo CRM can be integrated with many third-party applications by using the API or the connectors.

Integration of OneDrive and Odoo CRM

OneDrive integration with Odoo CRM allows users to sync files between local computer and the cloud storage service. The integration provides an easy way to transfer files to the CRM without having to move them manually. This ensures that the information is always up to date in the CRM database. It also helps to avoid the loss of files during file transfers since they are automatically synced in the cloud storage service.

The OneDrive integration in Odoo CRM helps in saving time when managing customer information. Companies can create a custom list in the Sales module in Odoo CRM which includes all the necessary information regarding each customer in the database. The list can be saved in OneDrive so that it can easily be accessed when needed. All the changes made in the list are automatically updated in Odoo CRM when employees are accessing it from any location with internet connection. The OneDrive integration with Odoo CRM is very useful when transferring data from one employee to another since it saves time when copying data manually from the local computer to the cloud storage service and vice versa.

Benefits of Integration of OneDrive and Odoo CRM

Integration of OneDrive and Odoo CRM offers several benefits including increased productivity due to reduced manual file transfers between local computers and the cloud storage service. The integration allows employees to access customer information from any location with internet connection thus helping to save time when finding customer information. It also ensures that the information is always up to date since it is automatically synchronized in the cloud storage service as soon as changes are made in Odoo CRM. In addition, it also saves time when transferring data from one employee to another since all they have to do is access the information from OneDrive instead of copying it from the local computer.

The process to integrate OneDrive 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.

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