Are there any integrations around that allows you to add leads straight from gmail? or send invoices straight from invoice.
i.e https://www.prosperworks.com
best regards
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilitate
- Inventar
- PoS
- Project
- MRP
Această întrebare a fost marcată
2
Răspunsuri
9830
Vizualizări
Hi Sebastian,
These are really two different questions.
You can create leads from gmail. All you have to do is go to 'Settings | Technical | Mail | Incoming Mail Servers'. Then define a new server with name such as 'Leads from Gmail'.
Server Name_ imap.gmail.com
Port = 993
SSL/TLS = X
Username: contact@mycompany.com
Password: *******
Create a New Record: Lead
Then you just confirm and can check if it works.
In 'Settings | Technical | Scheduler | Scheduled Actions' the record with name 'Fetchmail Service' defines the frequency in which the incoming mails will be fetched.
Regards,
Jordi Ballester
www.eficent.com
UPDATE:
Find the Add In via the Google Marketplace at https://workspace.google.com/marketplace/app/odoo_inbox_addin/873497133275
ORIGINAL POST:
With the release of Odoo version 15 we now have a native plug in - see https://www.odoo.com/documentation/15.0/applications/productivity/mail_plugins/gmail.html for details.
This will not work with prior versions of Odoo.
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Înscrie-te| Related Posts | Răspunsuri | Vizualizări | Activitate | |
|---|---|---|---|---|
|
2
feb. 21
|
4929 | ||
|
1
oct. 23
|
2032 | ||
|
0
sept. 22
|
1858 | ||
|
4
sept. 17
|
16102 | ||
|
4
nov. 16
|
21363 |
Hi Jordi,
thanks for the response. I understand that currently you can fetch all emails and have them added as a lead.
My question was maybe not clear enough, i was intending to ask if there is a gmail odoo app that allows you to manually add a user as aan odoo contact and convert to opportunity/lead from within the gmail framework.
as example i gave prosperworks chrome extension.