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1

Email notification on contact form submission ?

By
Alain Vanzella
on 2/8/15, 5:14 PM 1,458 views

Is there a way to get notified by email when a visitor submits the contact form on the website?

Thanks

1
Marek Matej
On 6/9/16, 6:39 AM

Hi Alain and all,

the answer to your question is to trigger server action on creating new lead:

0) Preparation

  • Setup and test outgoing email server

  • Enable developer mode from Administrator->About-> ... Enable developer mode

1) Create notification email template: Technical->Email->Templates

  • Name the new template (say my.crm.notification)

  • set Applies to Lead/Opportunity. Use fields found in form (object.name, object.description, object.email_from, etc...)

  • save it

2) Create server action: Technical->Actions->Server Actions

  • Name it (say my.action.lead-create)

  • set base model to Lead/Opportunity

  • set Action to do "Send email"

  • set condition "True" to allow unconditional run

  • select email template you created in previous step (my.crm.notification)

  • save it


3) Create automated action: Technical->Automation->Automated Actions

  • name it(say my.auto-action.lead-create)

  • set related document model to Lead/Opportunity

  • check Active

  • set sequence number to positive

  • set When to run "On Creation"

  • on Action tab, add your desired actions

    • in this case find and select previously created my.action.lead-create


4) Set processing period: Technical->Automation->Scheduled Actions

  • select "Email Queue Manager"

  • set Active

  • set Interval Number and Interval Unit to desired period

  • save it


This should be all. Let me know if I forgot something so I can update whole process.


MM.

0
Alain Vanzella
On 6/18/16, 3:44 AM

Hi Marek and all,

Thank you Marek for your suggestion to trigger server action on creating new lead.

There is now a module on the app store that does the job:

\https://apps.openerp.com/apps/modules/9.0/website_crm_notify/


0
Nicolas
On 6/6/16, 8:27 AM

Hi All,

And thanks Bruno for you answer.

Could someone explain me how to "modify notifications or add yourself on each new crm.lead to receive a mail" as proposed by Bruno.

Not sure to understand how to do that (debug mode ? I am running odoo v9).

Thx, Best Regards,

PS: I added myself (administrator) as "follower" for the sales teams and i should receive updates when new opportunities are created but it seems that I do not receive notification when the new opportunities are coming from the contact form... is that correct ?

0
Andrea Cometa
On 9/3/15, 6:35 AM

is there any other solution? i think email is a better way, but i cannot see any usefull configuration paramater ...

0
Bruno JOLIVEAU
On 2/8/15, 6:34 PM

When a visitor submit the contact form on your website, it create a crm.lead by default.

You have several choice :

  • can build yourself a homepage with dashboard(s) about new crm.lead
  • modify notifications or add yourself on each new crm.lead to receive a mail

I prefer the first, more eficient in my opinion.

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Asked: 2/8/15, 5:14 PM
Seen: 1458 times
Last updated: 6/18/16, 3:44 AM