Automate Sales Opportunity Capture from Gmail to Odoo
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Streamline your sales process by automatically capturing new sales opportunities from your Gmail inbox and creating detailed records in Odoo. Leverage AI to summarize email content and ensure no lead falls through the cracks.
About This Workflow
This workflow is designed to significantly boost your sales efficiency by automating the capture and processing of new sales opportunities. It begins by monitoring your Gmail inbox for emails tagged with a specific sales label. Upon detection, the system extracts crucial information like the sender and subject. Leveraging the power of OpenAI, the email content is intelligently summarized, focusing on key details such as project budget, timelines, and industry. This concise summary, along with the original sender and subject, is then used to create a new sales opportunity record directly within your Odoo CRM. This ensures that all incoming leads are promptly logged, enriched with AI-powered insights, and readily available for your sales team to act upon.
Key Features
- Automated Email Monitoring: Continuously scans your Gmail for emails with a designated sales label.
- AI-Powered Summarization: Utilizes OpenAI to condense lengthy email content into actionable insights.
- Seamless Odoo Integration: Automatically creates new sales opportunities in Odoo with extracted and summarized data.
- Efficient Lead Management: Ensures timely capture and organization of all incoming sales leads.
- Customizable Email Triggers: Easily configure which emails are considered sales opportunities.
How To Use
- Configure Gmail Trigger: Set up the 'Received Emails with Sales Label' node by connecting your Gmail account and specifying the 'Label ID' for your sales-related emails.
- Set up OpenAI Integration: Connect your OpenAI account to the 'OpenAI Model' node and configure it for summarization purposes.
- Define Summarization Prompt: In the 'Summarize Email Content' node, customize the prompt to instruct the AI on the specific information you want extracted (e.g., budget, timelines, industry).
- Configure Odoo Connection: Connect your Odoo account to the 'Odoo - Create Opportunity' node.
- Map Data: In the 'Odoo - Create Opportunity' node, map the email subject to the 'Opportunity Name', the sender's email to 'Email From', and the summarized text from the OpenAI node to the 'Description' field.
- Activate Workflow: Once all nodes are configured and credentials are set up, activate the workflow to start automatically capturing and processing new sales opportunities.
Apps Used
Workflow JSON
{
"id": "13a167ca-39ea-40e3-a6ea-d67cbdef671f",
"name": "Automate Sales Opportunity Capture from Gmail to Odoo",
"nodes": 12,
"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.
Get This Workflow
ID: 13a167ca-39ea...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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