Save New Sales Opportunities from Gmail to Odoo
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Automatically save new sales opportunities received via email to your Odoo CRM.
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About This Workflow
Overview
This workflow monitors your Gmail for emails with a specific sales label. It then extracts key information from these emails, summarizes their content using OpenAI, and creates a new sales opportunity in Odoo with the relevant details.
Key Features
- Triggers on new emails with a designated sales label in Gmail.
- Summarizes email content using OpenAI for concise insights.
- Extracts sender's email address and email subject for opportunity creation.
- Creates new sales opportunities in Odoo with summarized content and sender details.
- Supports configuration of Gmail, OpenAI, and Odoo credentials.
How To Use
- Import the workflow JSON into your n8n instance.
- Configure the 'Received Emails with Sales Label' node with your Gmail account credentials and the specific label for sales inquiries.
- Configure the 'OpenAI Model' node with your OpenAI API key.
- Configure the 'Odoo - Create Opportunity' node with your Odoo API credentials and ensure the 'resource' is set to 'opportunity'.
- Adjust the 'Summarize Email Content' prompt if needed for your specific summarization requirements.
- Activate the workflow.
Apps Used
Workflow JSON
{
"id": "c5fb33e8-8674-4d24-9b2d-fa4881f0609f",
"name": "Save New Sales Opportunities from Gmail to Odoo",
"nodes": 0,
"category": "CRM & 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: c5fb33e8-8674...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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