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Email tracking and gmail sync

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DC

New with Odoo is there a Email tracking reading notification available? Is there a CRM app or sync I could do with gmail for catching leads? thansk

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Timo

Any update for this topic?

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,


Refer to the following,

* https://www.cybrosys.com/blog/how-to-connect-gmail-to-odoo-16-using-google-oauth

* https://www.odoo.com/documentation/18.0/applications/general/email_communication/email_servers_inbound.html

* https://www.odoo.com/documentation/18.0/applications/general/email_communication/google_oauth.html


Hope it helps

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Dhrumi (Wan Buffer Services)
Best Answer

📥 Integrating Gmail with Odoo

For Odoo Online or Odoo.sh Users:

  1. Enable Mail Plugin in Odoo:
    • Navigate to Settings > General Settings in your Odoo instance.
    • Under the Integrations section, activate the Mail Plugin option and click Save.
  2. Install the Gmail Plugin:
    • Open your Gmail account.
    • Click on the Google Apps icon (grid) in the top-right corner and select Google Workspace Marketplace.
    • Search for Odoo Inbox Addin and click Install.
  3. Authorize and Connect:
    • In your Gmail inbox, a purple Odoo icon will appear on the right-side panel. Click it to open the plugin window.
    • Select any email and click Authorize Access to grant Odoo access to your Gmail inbox.
    • Click Login, enter your Odoo database URL (e.g., https://yourcompany.odoo.com), and log in.
    • Click Allow to finalize the connection.

For Self-Hosted Odoo Users:

Due to Google's security guidelines, self-hosted Odoo instances require a manual setup:

  1. Download the Gmail Plugin:
    • Access the Odoo Mail Client Extensions repository on GitHub.
    • Click on the Code button and select Download ZIP.
  2. Modify Plugin Files:
    • Extract the ZIP file and navigate to mail-client-extensions-master/gmail/src/views.
    • Open login.ts in a text editor and remove the domain restriction lines to allow your custom domain.
    • In appsscript.json, replace references to odoo.com with your server's domain.
  3. Deploy the Plugin:
    • Follow the instructions in the README.md file to push the plugin as a Google Project.
    • Share the project with your Gmail account, then click Publish and Deploy from manifest.
    • Install the add-on to complete the setup.
  4. Configure Odoo and Gmail:
    • Enable the Mail Plugin in Odoo as described earlier.
    • In Gmail, click the Odoo icon, authorize access, log in with your Odoo credentials, and allow the connection.

📊 Email Tracking in Odoo

To monitor email statuses within Odoo:

  • OCA Email Tracking Module:
    • Install the Email Tracking module from the Odoo Community Association (OCA).
    • This module adds intuitive icons next to each recipient in the mail thread (chatter), indicating the status of the email:
      • Unknown: No tracking info available.
      • Waiting: Email is queued to be sent.
      • Error: An error occurred while sending.
    • These visual cues help

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