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Help

Use content from mail generated initiative to fill it's details

Langganan

Dapatkan notifikasi saat terdapat aktivitas pada post ini

Pertanyaan ini telah diberikan tanda
emailautomatedLeads
3 Replies
3304 Tampilan
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Admin - Papik Cases Passives

I want to find a solution to create leads from mail using the content of the mail to fill automatically the leads fields like name, expected income, mail, phone, address, tags, stars and custom fields.

Let me explain it with an example.
I receive an email from a web form with some values on it:

Estimation number PR34-3567
Name: Jon Doe - mail: john@doe.com- Location: 5th avenue, Springfield - Phone 699 966 969 - 
Ingredients:
Peperoni -2
Cheese - 4
Tomato - 5
Drink included

Total cost: 99$

With this example mail content received from a web form I would find very useful, Odoo has a way to identify items and use them to fill the lead generated when mail is received.

It would be possible to modify the content generated by the form, adding tags to make items easily identifiable, like this kind:

Estimation number [lead_name]PR34-3567[/lead_name]
Name: [client_name]Jon Doe[/client_name] - mail: [mail]john@doe.com[/mail]- Location: [adress_street]5th avenue,[/adress_street] [adress_city]Springfield[/adress_city] - Phone [phone]699 966 969[/phone] - 
Ingredients:
Peperoni -2
Cheese - 4
Tomato - 5
[custom_tag]Drink included[/custom_tag]

Total cost: [expectet_income]99[/expectet_income]$




Is there a way to do it, or is there's a way to ask for implementation in future versions?
0
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Buang
Avatar
Amer Falleh
Jawaban Terbai

any update on this demande , it's really useful idea 

0
Avatar
Buang
Avatar
Admin - Papik Cases Passives
Penulis Jawaban Terbai

Thanks for your reply. I hope some day it will be natively implemented in Odoo.
I'm going to submit the request on the Odoo comunity forum and Odoo Support channel.

0
Avatar
Buang
Amer Falleh

is there any module can do that ?

Avatar
Ksolves India Limited (Odoo Gold Partner)
Jawaban Terbai

Hi Admin Papik Cases Passives,

Yes, it is possible to create leads in Odoo from emails and fill in lead fields automatically based on the content of the email. One way to do this is to use a plugin or an integration with a third-party service that can extract the required information from the email and create a lead in Odoo using this information. 

Another way is to create a custom script that reads the email content and creates the lead based on the extracted data. If you want to request this feature to be implemented in future versions of Odoo, you can submit your request on the Odoo community forum or Odoo support channels.

Regards,

Team Ksolves!

0
Avatar
Buang
Amer Falleh

is there any plugin or an integration with a third-party service can refill from email to crm lead ?

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