Mail plugins¶
Mail plugins are connectors that bridge an Odoo database with email inboxes. With plugins, interact with an Odoo database directly from an email inbox in the following ways:
Log emails in the chatter of related Odoo records.
Search for and create opportunities, tickets, and tasks.
Open related Odoo records from an email inbox.
Create Odoo contacts.
Mail plugin features¶
Nota
The options available in mail plugins will vary based on the applications installed in the database.
Create a contact¶
To create a contact record in Odoo from an email, click the (New) icon.
Nota
A contact record must be created before a lead/opportunity can be created.
Create an opportunity¶
To create an opportunity from an email, click the (New) icon next to Opportunities. Doing so opens a new opportunity record in Odoo in a new tab. The subject of the email is used as the opportunity title, and the content of the email is added to the Notes tab of the opportunity.
Create a task¶
To create a task from an email, click the (New) icon next to Tasks. Then, enter the title of the project where the task should be created in the resulting field, and select the appropriate project from the resulting list. This opens a new task record in Odoo in a new tab. The subject of the email is used as the task title, and the content of the email is added to the Description tab.
Create a ticket¶
To create a ticket from an email, click the (New) icon next to Tickets. Doing so opens a new ticket record in Odoo in a new tab. The subject of the email is used as the ticket title, and the content of the email is added to the Description tab of the ticket.
Email providers¶
Mail plugins are available for Outlook and Gmail:
Outlook plugin
Learn how to set up the Outlook plugin and connect it to an Odoo database.
Gmail plugin
Learn how to set up the Gmail plugin and connect it to an Odoo database.