Are there any integrations around that allows you to add leads straight from gmail? or send invoices straight from invoice.
i.e https://www.prosperworks.com
best regards
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Rodiniai
Hi Sebastian,
These are really two different questions.
You can create leads from gmail. All you have to do is go to 'Settings | Technical | Mail | Incoming Mail Servers'. Then define a new server with name such as 'Leads from Gmail'.
Server Name_ imap.gmail.com
Port = 993
SSL/TLS = X
Username: contact@mycompany.com
Password: *******
Create a New Record: Lead
Then you just confirm and can check if it works.
In 'Settings | Technical | Scheduler | Scheduled Actions' the record with name 'Fetchmail Service' defines the frequency in which the incoming mails will be fetched.
Regards,
Jordi Ballester
www.eficent.com
UPDATE:
Find the Add In via the Google Marketplace at https://workspace.google.com/marketplace/app/odoo_inbox_addin/873497133275
ORIGINAL POST:
With the release of Odoo version 15 we now have a native plug in - see https://www.odoo.com/documentation/15.0/applications/productivity/mail_plugins/gmail.html for details.
This will not work with prior versions of Odoo.
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Hi Jordi,
thanks for the response. I understand that currently you can fetch all emails and have them added as a lead.
My question was maybe not clear enough, i was intending to ask if there is a gmail odoo app that allows you to manually add a user as aan odoo contact and convert to opportunity/lead from within the gmail framework.
as example i gave prosperworks chrome extension.