Microsoft Teams and Odoo automations — Sales & Leads

Ready-made scenarios where Microsoft Teams and Odoo work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

60 scenarios

New messages in Microsoft Teams — Updating contacts in Odoo
New channels in Microsoft Teams — Leads in Odoo
New conversations in Microsoft Teams — Contacts in Odoo
New messages in Microsoft Teams — Updating deals in Odoo
New conversations in microsoftTeams — Updating deals in Odoo
New conversations in Microsoft Teams — Updating contacts in Odoo
New messages in Microsoft Teams — Deals in Odoo
New conversations in Microsoft Teams — Deals in Odoo
New channels in Microsoft Teams — Deals in Odoo
New messages in Microsoft Teams — Contacts in Odoo
New channels in Microsoft Teams — Contacts in Odoo
Contacts from Odoo into Microsoft Teams audiences
New conversations in microsoftTeams — Contacts in Odoo
New tasks in Microsoft Teams — Deals in Odoo
New deals in Odoo — Channels in Microsoft Teams
New messages in Microsoft Teams — Contacts in Odoo
New messages in Microsoft Teams — Contacts in Odoo
New members in Microsoft Teams — Contacts in Odoo
New contacts in Odoo — Running apis in Microsoft Teams
New conversations in microsoftTeams — Updating contacts in Odoo
New messages in Microsoft Teams — Contacts in Odoo
New members in Microsoft Teams — Updating contacts in Odoo
New messages in Microsoft Teams — Updating contacts in Odoo
New Odoo contacts — into Microsoft Teams audiences
New members in Microsoft Teams — Contacts in Odoo
New contacts in Odoo — Updating channels in Microsoft Teams
New deals in Odoo — Sending messages in Microsoft Teams
New contacts in Odoo — Deleting tasks in Microsoft Teams
New messages in Microsoft Teams — Updating deals in Odoo
New contacts in Odoo — Channels in Microsoft Teams
Microsoft Teams members with email check via hunter into Odoo
A booked meeting — a CRM task and a reminder
From Microsoft Teams through Odoo — the answer back to Microsoft Teams
New CRM contacts — enrichment and alert
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
A hiring signal — into a ready sales lead automatically
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger