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odoo accounting v14 pos v15
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Alain Vanzella

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

Thanks

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Marek Matej
Лучший ответ

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.

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José Elcorrobarrutia - Oxe360

Excellent @marek !! works in every case!

Damon

This works really well, thank you. Can you direct me to where I might find information on how to pull the data from the lead into the outgoing email? email address or lead name. Thanks again.

Damon

This is what I got working for me:

#Subject# LEAD: ${object.name} from ${object.partner_id != False and object.partner_id.name or object.contact_name}

#body#Hello ${object.user_id and object.user_id.name or ''},

You have a new Lead from ${object.partner_id != False and object.partner_id.name or object.contact_name} ${object.email_from} re: ${object.name} :

${object.description}

#eof#

Now my leads populate my Trello Board which I am in all day long.

george

@Marek Matej, thanks for the explanation. It works well.
I created another template for the user who submits the form which aims to send an automatic email something like this: "Thank you for contacting us! We will reply you back soon".

I followed exactly the same steps you described. It also worked fine and send email to the user who submits the form but I have a problem here. Since I selected the base model to Lead/Opportunity, it also send emails when I create manual Leads too. I checked if I can find an option to apply this only for Contact form submission but there is no option for that.

Do you have any solution for that?

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Kamran Ali
Лучший ответ

Any one reading this solution in Oct 2017 with Odoo11?

Please note that below settings are not shown by default. 

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

I had to install "Automated action rules" app to get Automated Actions option under the Technical->Automation.

Hope it helps...

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Alain Vanzella
Автор Лучший ответ

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/


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Bruno JOLIVEAU
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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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Andrea Cometa
Лучший ответ

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

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Nicolas
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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 ?

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