Odoo Connector for Outlook
door 2BIT AG
Create leads, link emails and manage projects directly from your Outlook inbox.
Your Odoo ERP, Right in Outlook.
This add-in connects Microsoft Outlook with your Odoo ERP and turns every email into a direct action point. Reduce manual data entry, avoid switching between systems, and keep customer and project information up to date in one place.
Key Features by Odoo Application:
- CRM & Sales: Turn any email into an Odoo Lead or Opportunity with a single click. Link email conversations to existing customer records and opportunities.
- Project Management: Create Project Tasks or Helpdesk Tickets from emails without leaving your inbox. Keep communication connected to the right Odoo record.
- Customer Context: View customer details, recent activities, and relevant Odoo information directly in the Outlook side panel while reading an email.
While Writing Emails:
When writing an email, users can choose one or more Odoo records in the add-in. When the email is sent, the add-in can automatically save the outgoing email to the selected Odoo records.
The saved information can include sender and recipient details, subject, email content, send date and time, and supported attachments, as needed for the related Odoo record.
In certain sending situations, Outlook may display a confirmation prompt before the email is sent.
Requires an active Odoo instance with the required custom module. For support, visit https://2bit.ch/contactus or contact support@2bit.ch.
Mogelijkheden van de app
- Gegevens via internet verzenden
- Deze app kan persoonlijke gegevens in het actieve bericht, zoals de hoofdtekst, het onderwerp, de afzender, de ontvangers en de bijlagegegevens openen en wijzigen. Andere items in je postvak kunnen niet worden gelezen of gewijzigd. Bekijk het privacybeleid van de ontwikkelaar voor meer informatie over hoe persoonlijke gegevens worden beheerd en verwerkt.
- De gebruiker verzendt een e-mail.