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Rohit Bassi

So, I want to create landing page which 
1. Collect customer data such name, email extra 
2. Needs to be GDPR compliant 
3. It data captured needs to go into the odoo crm 
4. The landing page allow the individual to download a file after entring the data 
5. Also, in the back end odoo is to send a an email to the customer to download the file

I was told by Odoo suport Odoo cannot do this as this complex workflow. 
And they closed the support case without helping resolve the matter.

I am suprised this cannot be done when other systems can do this. Infact over 10 years ago when i used googlesites to create my website I was doing this and thereafter on Wordpress.

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Yanelis Pavón González
Best Answer

I had a similar situation and I couldn't solve it through CRM, but I managed to do it through Project. Here's what I did:

  1. In my case, I created a form to collect as much information from the client as possible.
  2. After completing that form, it directed them to another page for a second form that created a task within a preconfigured project. To avoid too many forms, you could create a single form for the project task.
  3. In the project settings, I defined the stages that each task would go through, and each task corresponds to a form the client completes in the backend.
  4. Each stage has rules, one of which is sending an email with the attachments you want, and through that, they can download the files.

ADDITIONAL NOTES

There are other actions that could be adjusted depending on the nature of the information you want to share:

  • One option is to send a link in the email for the recipient to download the attachment or interact with multimedia instead of sending the file directly. 
  • Odoo's digital products option might be helpful. 
  • Also, if you still want to use CRM instead of Project, you could add the attachment to the pop-up window or specific page that confirms the form was submitted successfully.

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