AI-Powered Sales Lead Capture for Odoo
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Automate your sales lead generation by automatically detecting sales emails in Gmail, summarizing their content with AI, and creating detailed opportunities directly in Odoo. This workflow streamlines your sales pipeline, ensuring no potential lead is missed and your CRM is always up-to-date with essential information.
About This Workflow
Revolutionize your sales process with this smart automation workflow. It intelligently monitors your Gmail inbox for emails tagged as 'Sales', then harnesses the power of AI to concisely summarize the inquiry. Crucial details like project budget, timelines, and industry are automatically extracted and used to create a new, well-structured sales opportunity in Odoo. This not only saves your sales team valuable time from manual data entry and email triage but also ensures that every potential lead is promptly captured and enriched with vital context, propelling your sales efforts forward with efficiency and precision.
Key Features
- Automated Email Monitoring: Automatically detect new sales inquiries by monitoring specific labels in your Gmail inbox.
- AI-Powered Summarization: Leverage OpenAI to generate concise summaries of sales emails, extracting key details like project budget, timelines, and industry.
- Seamless Odoo Integration: Instantly create new sales opportunities in Odoo, populating the opportunity name, sender's email, and a detailed AI-generated description.
- Contextual Lead Enrichment: Ensure your sales team has immediate access to summarized lead information, streamlining follow-up and qualification.
How To Use
- Configure Gmail Trigger: Set up the 'Received Emails with Sales Label' node to connect to your Gmail account. Ensure you specify the
Label_8035866011660570111(or your desired 'Sales' label ID) in the filters to monitor relevant emails. - Connect OpenAI: Provide your OpenAI API credentials to the 'OpenAI Model' node. The workflow uses
gpt-3.5-turbo-instructby default for summarization. - Refine Summarization Prompt (Optional): Adjust the prompt within the 'Summarize Email Content' node to tailor the extraction of specific details (e.g., budget, timeline) from your sales inquiries.
- Connect Odoo: Set up your Odoo API credentials in the 'Odoo - Create Opportunity' node. The workflow automatically maps the email subject to the opportunity name and the summarized content as the description.
- Activate Workflow: Once all credentials are configured and nodes are set up, activate the workflow to start automating your sales opportunity creation.
Apps Used
Workflow JSON
{
"id": "8119e80c-1ade-49a2-bb25-cf0d676b1715",
"name": "AI-Powered Sales Lead Capture for Odoo",
"nodes": 18,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 8119e80c-1ade...
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