Microsoft Outlook and Odoo automations

Ready-made scenarios where Microsoft Outlook and Odoo work for you: pick one — a copy appears in your account and runs on its own.

60 scenarios

Copy Odoo entries into Microsoft Outlook
Contacts from Microsoft Outlook into Odoo audiences
New Microsoft Outlook contacts — into Odoo audiences
Microsoft Outlook entries — into Odoo
Contacts synced into accounting
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Contacts from Odoo — into Microsoft Outlook on their own
Your friends learn when you skip a workout
Two-way contact sync between two CRMs
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
New subscribers scored and enriched — straight into your CRM
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Cold deals close themselves — and bring back feedback
Lead verification and CRM sync — straight from a JotForm form
Deal-matched materials — sent automatically by CRM stage
Smart auto-replies to routine emails
Leads from a post's likes and comments — straight to your CRM
Store lead emails turned into CRM contacts and deals automatically
Open-house visitors into your CRM and into an email, right after the visit
High-value lead alerts — to chat, sheet and calendar
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Contract renewal reminders: an email to the client, a task for the rep
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A competitor cheat sheet right in the Odoo deal card
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Tell customers their bug is fixed — the moment the issue closes
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
A training progress report in your inbox
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
Post accounting entries in Odoo with a plain message
A personal assistant in your messenger: email, calendar, tasks, expenses