Automate Odoo Opportunity Creation from Webhooks
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Instantly create new sales opportunities in Odoo directly from external webhook triggers. This workflow streamlines lead capture by processing incoming data, applying custom logic, and populating your CRM in real-time.
About This Workflow
This powerful n8n workflow provides a robust solution for automating your lead-to-opportunity pipeline in Odoo. By leveraging a universal Webhook trigger, you can connect virtually any external system – from form submissions to marketing automation platforms – directly to your Odoo CRM. The integrated Code node offers unparalleled flexibility, allowing you to preprocess, validate, or transform incoming data to perfectly match your Odoo opportunity fields. Once processed, the workflow seamlessly creates a new opportunity, ensuring no lead is missed and your sales team always has the most up-to-date information. Finally, a responsive webhook reply provides immediate confirmation back to the originating system, closing the loop on your automated process.
Key Features
- Universal Webhook Trigger: Easily integrate with any external system capable of sending data via webhooks.
- Customizable Data Processing: Utilize the
Codenode to transform, validate, or enrich incoming data before Odoo integration, ensuring data quality. - Seamless Odoo Opportunity Creation: Automatically generate new sales opportunities in your Odoo CRM with pre-mapped fields.
- Real-time Feedback: Send immediate, custom responses back to the triggering system for instant confirmation or further action.
- Efficient Lead Capture: Streamline your sales process, reduce manual data entry, and ensure timely follow-up on potential leads.
How To Use
- Configure the Webhook Node: Set the "Webhook URL" method to "POST" and copy the generated URL. This is the endpoint where your external system will send its lead data.
- Customize the Code Node: Insert JavaScript code to parse, transform, or filter the incoming webhook data (
$jsonoritems[0].json). Map the relevant fields from the webhook payload to prepare them for your Odoo opportunity structure. - Set up the Odoo Node: Select "Resources" as
Opportunitiesand "Operation" asCreate. Map the fields from the output of the previousCodenode to the corresponding Odoo opportunity fields (e.g., Opportunity Name, Customer, Expected Revenue, Stage). - Configure Respond to Webhook Node: Choose the appropriate "Response Mode" (e.g.,
Last NodeorSpecify Data) and "Response Body" to send a confirmation message or specific data back to the system that triggered the initial webhook, indicating successful opportunity creation.
Apps Used
Workflow JSON
{
"id": "331ace62-0ad2-459e-84e7-399b47c64a20",
"name": "Automate Odoo Opportunity Creation from Webhooks",
"nodes": 29,
"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: 331ace62-0ad2...
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