Odoo Connector for Outlook
de 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.
Capacitățile aplicației
- Poate să transmită date prin internet
- Această aplicație poate accesa și modifica informațiile personale din mesajul activ, cum ar fi corpul, subiectul, expeditorul, destinatarii și informațiile despre atașări. Alte elemente din cutia poștală nu pot fi citite sau modificate. Consultați politica de confidențialitate a dezvoltatorului pentru mai multe detalii despre modul în care sunt gestionate și procesate informațiile personale.
- Utilizatorul trimite un e-mail.