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Odoo Connector for Outlook

inden 2BIT AG

Create leads, link emails and manage projects directly from your Outlook inbox.

Your Odoo ERP, Right in Outlook.

This add-in bridges the gap between Microsoft Outlook and your Odoo ERP, turning every email into a direct action point. Eliminate manual data entry, reduce context switching, and ensure your entire team operates with unified, real-time customer and project data.

Key Features by Odoo Application:

  • CRM & Sales: Convert any email into an Odoo Lead or Opportunity with a single click. Automatically link email threads to existing customer records and opportunities.

  • Project Management: Transform emails into Project Tasks or Helpdesk Tickets without leaving your inbox. Keep all communication attached to the relevant Odoo record.

  • Data Enrichment: View live customer insights, recent activities, and key Odoo details directly within the Outlook side panel when viewing an email.

Requires an active Odoo instance with a custom module. Contact support@2BIT.ch for more information.

Appfunktioner

Når denne app bruges,
  • Kan sende data via internettet
  • Denne app kan få adgang til og ændre personlige oplysninger i den aktive meddelelse, f.eks. meddelelsestekst, emne, afsender, modtagere og oplysninger om vedhæftede filer. Det vil muligvis sende disse data til en tredjepartstjeneste. Andre elementer i din postkasse kan ikke læses eller ændres.

Overblik

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