Is there a way to get notified by email when a visitor submits the contact form on the website?
Thanks
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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.
Excellent @marek !! works in every case!
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.
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.
@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?
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...
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/
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.
is there any other solution? i think email is a better way, but i cannot see any usefull configuration paramater ...
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 ?
