This workflow automates the process of capturing sales-related emails from Gmail, summarizing their content, and creating opportunities in Odoo CRM based on the email details. It helps sales teams streamline lead management by reducing manual data entry and ensuring quick follow-up on potential clients.
The workflow begins with a Gmail trigger that monitors emails labeled as ‘Sales Inquiry’ received every hour. When such an email arrives, it captures its content and sender details. The email content is then summarized using an OpenAI language model, which extracts key information such as project budget, industry, and timelines. This concise summary is stored as a sticky note for quick reference.
Next, the summarized information, along with email headers like the subject, sender, and message content, is used to create a new sales opportunity in Odoo CRM. The opportunity is populated with relevant details, enabling sales representatives to act swiftly on promising leads.
This automation is highly beneficial for sales teams aiming to enhance efficiency and responsiveness, especially when dealing with high volumes of inquiries requiring quick analysis and data entry. It integrates Gmail, OpenAI, and Odoo CRM to deliver a seamless lead management experience.
Reviews
There are no reviews yet.