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Contact Form assign salesperson and notify via Email

Pedro Soares
on 8/30/16, 6:40 AM 1,588 views

Can someone guide me on how can I assign a Lead when a public user contacts with Contact Form and notify the sales person with an email?


Akhil P Sivan

--Akhil P Sivan--

| 5 4 7
Kochi, India
--Akhil P Sivan--

Interested in exploring Odoo both technically & functionality wise.

email-id : akhilpsivan01@gmail.com

Akhil P Sivan
On 1/29/17, 2:03 PM

Hi Pedro,

I think you may use Automated Actions in Odoo

Goto Settings >> Technical >> Automation >> Automated Actions

Define a new rule with related document model Lead/Opportunity and then under conditions, on When to run set On creation.

Under Actions, you can assign a server action ( Create a new server action, with Base model Lead/Opportunity and action to do Send email. Then choose your email template)

So when you create a new lead, that server action will run & automatically an email notification will be sent to the assigned Salesperson.

Let me know if you need more help on this

Diogo Duarte
On 11/18/16, 6:08 AM

Hi Pedro,

This will go into some XML file

<!-- Email template for ...-->
<record id="email_template1" model="mail.template">
<field name="name">Got new leads</field>
<field name="model_id" ref="crm.model_crm_lead"/>
<field name="email_from"><![CDATA[Sender Name <${(object.company_id.email or user.email)|safe}>]]></field>
<field name="email_to">${object.email_from|safe}</field>
<field name="reply_to">email@domain.com</field>
<field name="subject">Got new Leads</field>
<field name="body_html"><![CDATA[<h3>Got new Lead:</h3>
<p>Server url.</p>
<p>More text</p>]]></field>

This in to crm_lead

class Lead(models.Model): 
_inherit = 'crm.lead'

def send_email_demo(self, id):
template = self.env['ir.model.data'].get_object('module_name', 'email_template1')
template.send_mail(id, force_send=True, raise_exception=True)

I should test this one. I already gave up on assigning them to specific user from crm team settings.

F. P.
on 7/4/17, 9:15 PM

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Asked: 8/30/16, 6:40 AM
Seen: 1588 times
Last updated: 1/29/17, 2:03 PM