Automated Sales Opportunity Creation from Gmail

This workflow automates the process of capturing sales leads from labeled Gmail emails and creating corresponding opportunities in Odoo CRM. It begins with a Gmail trigger that detects incoming emails marked with a specific sales label every hour. The email content is then summarized using OpenAI’s language model, extracting key details such as project budgets, timelines, and general summaries. The summarized data enriches the information when creating a new sales opportunity in Odoo, utilizing email headers for the opportunity’s name and email sender details for contact information. This workflow is ideal for sales teams looking to streamline lead capture, automate data entry, and ensure no potential opportunity slips through. It saves time, reduces manual effort, and enhances accuracy by integrating email, AI-powered summarization, and CRM management into a seamless automation.